Using Copilot in Talkdesk Zendesk Connector

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:

  1. 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].

  1. Check the setting “Enable Talkdesk Copilot” [2]
  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]
  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:

  1. Go to your Zendesk instance and open a contact or a ticket. On the example, we are opening a ticket.
  2. Access the Apps area [1] and expand the Talkdesk Zendesk Connector App [2] to access Talkdesk Copilot [3].
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