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Automatically update call details into previously created ticket

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Automatically updating an existing ticket with call information has never been easier. Using Talkdesk's Automated Tasks, it is possible to create a ticket in Zendesk as soon as the call starts, work on the ticket while speaking with the customer and automatically add call details once it ends.


Adding an automated task to create a ticket

The first step to have the call details automatically updated is to add a Zendesk automated task to create a ticket when a call starts in Talkdesk. To do so, follow these steps:

  • Log in to your Talkdesk account as an Administrator. Click the Admin section [1].
  • Click on the Integrations tab [2].
  • In the “Integrations Manager” page, click the Zendesk integration [3]

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  • Click on Add New Automated Task [4].

update_call_details_3.png

 

  • Once in the new automated task page, pick the trigger and action [5]:
    • “When an inbound call starts in Talkdesk then create a ticket in Zendesk”. 

updating_call_details_2.png

  • Customize the automated task according to your needs by dragging and dropping the following applicable "Trigger fields" on the left [6] into the Zendesk ticket fields on the right [7].

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  • When finished, click Save at the bottom of the page.
  • You can disable and re-enable this automated task at any time, by switching the toggle to OFF/ON.

 

Automatically updating the ticket with call details  

A new automated task will have to be created to enable the call details to be automatically updated into the ticket:

  • Click on Add New Automated Task. 
  • Once on the “Integrations Manager” page, pick the trigger and action [1]
    • “When an inbound call ends in Talkdesk then update ticket in Zendesk”.

update_call_details_6.png

  • Customize the automated task according to your needs by dragging and dropping the trigger fields on the left [2] into the Zendesk integration fields on the right [3]. You can mark the comment as an internal note to keep the call details hidden from the customer. 

update_call_details_7.png

  • Click Save at the bottom of the page to activate the automated task.  You can disable and re-enable this automated task at any time, by switching the toggle to OFF/ON.

Talkdesk will then automatically discover the previously created ticket and update it accordingly at the end of the call:

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