For Bagel, Zendesk provides a way to capture customer interactions and support conversations, turning them into structured evidence. By connecting Zendesk, you can leverage conversations, tickets, companies, and contacts to tie real customer value back to your evidence library.
Tickets & Conversations â Extract evidence from live chat, email threads, and in-app conversations.
Companies & Contacts â Connect evidence to the right company and the specific contact who submitted feedback or raised an issue.
Benefits
Enhanced Customer Engagement â Zendesk allows Bagel to capture real-time feedback through live chat and in-app messaging.
Personalized Communication â Deliver targeted notifications and updates tied to customer accounts.
Efficient Support Management â Streamline support by connecting Zendesk tickets to your evidence library.
Data-driven Insights â Use Zendesk analytics to understand customer needs, behaviors, and sentiment at scale.
Step by Step Guide
Authentication & Access
Bagel supports connecting to Zendesk using OAuth2 or API key for secure authentication. We recommend creating a dedicated Zendesk app with the minimal scopes required:
Conversations (read-only): To extract tickets and support interactions.
Contacts & Companies (read-only): To tie evidence back to the right customers.
Connection Steps
Login to your Zendesk account.
Complete the onboarding prompts to configure your workspace.
Go to Bagel AI Zendesk Integration.
Click Connect with Zendesk.
Log into your Zendesk workspace.
Review and approve the requested permissions.
