About PureCloud for Zendesk


A feature described on this page is coming soon. For more information, see the release notes.

The PureCloud for Zendesk integration is a version of PureCloud’s contact center services inside Zendesk.

Warning: Do not run different versions of the PureCloud embedded client (PureCloud for Salesforce, PureCloud for Zendesk, PureCloud for Chrome, PureCloud for Firefox, or PureCloud Embeddable Framework) side by side. Otherwise, you will experience unusual behavior with interaction logs, WebRTC phones, and other functionality.

Overview

With the PureCloud for Zendesk integration, there is nothing to install on each user’s computer and nothing to maintain or back up on your servers.


Get started (administrators)

First review the requirements. Then install the integration and configure various settings.


Advanced setup

Administrators can configure the integration to use more advanced features.


Get started (agents)

After the integration is installed, log in and begin to use the client.


Client interface

From the client, you can access the menu and change your status and phone. The menu allows you to perform common tasks quickly, such as working with active interactions, making calls, or changing settings.


Call controls and basic interaction tasks

Learn about the call controls in the client and how to perform basic tasks on interactions.


CRM functionality

Review CRM functionality that impacts how you work.


Client-configurable functionality

Learn what functionality and features you can control or configure in the client.


Call history and user inbox notifications

Quickly view your call history and notifications about various items from the User Inbox in the client. The notifications alert you to tasks and information that require your attention in PureCloud.


Visual engagement

Improve customer interactions with visual engagement tools that allow you to view customers’ computer screens or interact with their web browsers.


Supported interaction types

PureCloud for Zendesk currently supports call, callback, outbound dialing, chat, email, message, and ACD voicemail interactions. For fuller functionality, run PureCloud alongside the client.


Troubleshoot

For any problems with PureCloud for Zendesk, browse troubleshooting information about individual issues. Before working with Customer Care, enable server-side logging.