Setting up Zendesk Guide and Zendesk Tickets as a Source
Integrating Zendesk as a Source in Guru allows teams to leverage the customer support tickets, help center articles, and interaction histories managed in Zendesk to generate real-time, AI-driven Answers in Guru.
Access RequiredGuru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources
Zendesk Access: You'll need your Zendesk subdomain and Zendesk API token.
Setting Up Zendesk Guide as a Source
- Navigate to Manage > Sources.
- Select Zendesk Guide from the icon menu.
- Select Configure Integration.
- Optional: Rename the Source
- Click Next.
- In the Authorize URL box, replace <YOUR-ZENDESK-SUBDOMAIN> with your Zendesk subdomain.
- In the Token URL box, replace <YOUR-ZENDESK-SUBDOMAIN> with your Zendesk subdomain.
- Click Connect.
- Select the Brand from the dropdown.
- Select which languages (locales) you want to bring in.
- Click Finish.
- Select which Groups you'd like to have access for this Source.
- Click Submit.
Objects Synced from Zendesk Guide
This Source will bring in articles from your designated Zendesk Guide. This can include public and private/internal articles, as it will sync according to the authenticating user's access.
Setting Up Zendesk Tickets as a Source
Access RequiredGuru Access: You need to be an Admin in Guru to set up sources.
Zendesk Access: You will need your Zendesk subdomain, Zendesk Admin credentials or a Zendesk API key. We recommend connecting using your Zendesk credentials.
To find your Zendesk API Key:
- Within Zendesk, click the Grid icon next to your profile avatar and then select Admin Center from the prompted dropdown menu.
- From here, expand the Apps and integrations dropdown in the left menu and select Zendesk API.
- Make sure that token access is enabled, and click Add API token.
- Copy the API key and then click Save.
- Navigate to Manage > Sources.
- Select Zendesk Guide from the icon menu.
- Click Authorize Access.
- Choose Use your Zendesk credentials (recommended).
- You will see a list of fields that will be synched. Click Continue.
- Enter your Zendesk subdomain and click Submit.
- Authenticate with your Zendesk credentials.
- Click Continue when prompted in Guru.
- Select which Groups you'd like to have access for this Source.
- Click Submit.
Objects Synced from Zendesk Tickets
Primary objects are the objects used to generate the search record.
| Zendesk Category | Common Model / What You'll See During Setup | Objects/Data Brought In | Key Fields |
|---|---|---|---|
| Tickets | Primary Object: Ticket | Support tickets and requests | • Name • Description • Status • Priority • Due date • Creator • Assignees • Assigned teams • Collections • Parent ticket • Account • Contact • Ticket type • Ticket URL • Tags • Completed at • Remote created at • Remote updated at • Remote ID • Remote data • Attachments |
| Tickets | Comment | Comments on tickets | • Body • HTML body • User • Ticket • Contact • Remote created at • Remote ID • Remote data |
| Organizations | Account | Customer organizations/companies | • Name • Domains • Details • Notes • Shared tickets • Shared comments • Tags • Remote ID • Remote data |
| Users | User | Support agents and end users | • Name • Email address • Avatar • Is active • Teams • Role • Organization ID • Phone • Locale • Tags • Remote ID • Remote data |
| Groups | Team | Agent groups and teams | • Name • Description • Remote ID • Remote data |
| Ticket Attributes | Tag | Labels and tags on tickets | • Name • Remote ID • Remote data |
| Tickets | Attachment | File attachments on tickets | • File name • File URL • Ticket • Uploaded by • Content type • Size • Remote created at • Remote ID • Remote data |
Permissions
- When you connect Zendesk Guide or Zendesk Tickets as a source in Guru, you'll permission that content in Guru. Learn more here.
- If someone is not provided with access in Guru to this source, they will not see Zendesk Guide or Zendesk Tickets results in searches or when chatting with Guru.
Updated about 1 month ago
