With Copilot in Zendesk, agents can take advantage of Copilot capabilities while working on a ticket or a contact directly in Zendesk. To learn more about Talkdesk Copilot, read this article.
Enabling Talkdesk Copilot in Zendesk
To enable Copilot in Zendesk, please follow the next steps:
- Go to your Zendesk account > Admin Center > Apps and integrations > Zendesk Support apps, and access the settings of the installed Talkdesk Zendesk Connector package [1].
- Check the setting “Enable Talkdesk Copilot” [2]
- If necessary, select the desired height of the Talkdesk Copilot app on the sidebar, if you wish to change the default value (default height: 700px) (optional) [3]
- Click Update [4]
Notes:
- This functionality should only be enabled after purchasing the Copilot add-on.
Accessing Talkdesk Copilot
Talkdesk Copilot in Zendesk is available on the Ticket and Contact views. To start using this functionality, follow the next steps:
- Go to your Zendesk instance and open a contact or a ticket. On the example, we are opening a ticket.
- Access the Apps area [1] and expand the Talkdesk Zendesk Connector App [2] to access Talkdesk Copilot [3].
Note: When using Copilot in Zendesk, the automatic summarization generated in Copilot must be manually copied to the 'Notes' widget in the Conversations App.