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#Zen desk chat bot how to
#Zen desk chat bot install

As a best practice, you should review the new Resource Center and test the chat integration in your staging environment.Ĩ. Click Push to Staging to promote your Resource Center to staging. The Chat module is hidden for anyone outside of the segment.ħ. If you want to target Chat to a certain segment of visitors or accounts, change the segment for the Chat module to target only those visitors.

The segment for the Zendesk Chat module is set to Everyone by default.

If you need to change the order of your Resource Center modules or make any other changes, click Manage in My App.

Click Add Modules to save the new module to your draft Resource Center. Click Add Module and add the Zendesk Chat module. Click Save to Staging to make the integration available in the Resource Center.

Edit the Resource Center module details.Ĥ. Find the Zendesk Chat integration in Live Chat integrations and click Edit Integration.ģ. The chat module must be added to the Resource Center and published before the snippet is installed in your application, otherwise Zendesk will display their launch badge until the Resource Center module is added. The Zendesk Chat integration needs to be added to the subscription then the Chat module can be added to the Resource Center. Add the Zendesk Chat Module to the Resource Center

#Zen desk chat bot install

This install order acts a fail-safe, only showing the chat module when it's functional. If the chat module is in the published Resource Center, it won't show up in the Resource Center until it detects the installed chat snippet in your application.

If the Zendesk snippet is installed and the RC module isn't published, the Zendesk snippet will load Zendesk's launch button over your UI. The chat module must be added to the Resource Center and the Zendesk Chat snippet must be installed on any page where the chat module is used. Zendesk Chat installation is a two-step process. The Resource Center only supports one chat integration and will only load the first module listed.Installing the Zendesk snippet without publishing the Zendesk Chat module in the Resource Center will load the Zendesk Chat launch badge over your UI.The Zendesk snippet must be installed below the Pendo snippet in the page header.Reach out to your Pendo customer success or sales representative to add the Zendesk Integration to your Pendo subscription. Engineer to install Zendesk Chat snippet.Active Zendesk Chat integration for your Pendo subscription.The Resource Center can be activated from a Pendo badge or a target element in your application. This integration removes the native activation badge created by the Zendesk chat snippet and activates live chat entirely within the Pendo Resource Center.

#Zen desk chat bot how to

Learn how to disable Messaging in the Zendesk Help Center.ĭisabling messaging for web and mobile channels OverviewĮmbed Zendesk's live chat in your Pendo Resource Center to provide real-time assistance alongside your contextual guidance and product walkthroughs. Messaging must be disabled to use Pendo integrations with Web Widget (Classic). Zendesk Messaging was launched for all new Zendesk customers on Novemand existing customers can enable it manually. Zendesk Help Center and Chat are not available with Messaging and Zendesk does not currently support third-party integrations with Messaging. Pendo does not support integrations with Zendesk Messaging using the new Zendesk web widget. Important: Pendo integrations are only available for Zendesk Help Center and Chat products using Zendesk Web Widget (Classic).