This guide explains what you, as the customer, need to provide to enable the integration between Zendesk Livechat and our platform.
1. Create Conversation API
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Click on the 4 tile icon on header (Right)
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Select Admin Center
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Navigate to App and Integrations > APIs > Conversation API
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Click Create API Key
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Give a name and click Create
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Copy the following credentials: App ID, Key ID, Secret Key
NOTE: Make sure Key ID should start with app_. Example: app_7987899098767....... This means you have given app scope permission on the API key.
Warning: Secret Key will only be generated once, so make sure to keep it safe. You can't generate or see it again.
2. Create New Integration
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Navigate to Admin Center > Apps and Integrations > Integrations > Conversation Integrations
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Click on Create Integration
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Configure the integration:
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Give a name
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Copy the Webhook URL from Marketplace UI and paste it in Webhook URL
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Keep everything else as default
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For Webhook subscriptions, select:
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Conversation Message
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Participant Left Conversations
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Save the integration
3. Create Zendesk API Token
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Navigate to Admin Center > Apps and Integrations > APIs > Zendesk APIs
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Click on Add API Token
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Copy the API Token
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Click Save
Warning: Make sure to copy and store this token. We won't show it again after you click Save or leave this page.
4. Create OAuth Client
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On the same page, click on OAuth Client
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Click Create
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Configure the client:
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Give a name
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Add fields like: company, logo, etc.
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Keep Client kind as Public
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Click Save
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Important: After saving, please don't click OK/Back
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Copy the Client ID from the URL and keep it safe
5. Setup in Zendesk
This setup may require involving Zendesk support.
Configure Omnichannel Routing
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Customers need to set up omnichannel in Zendesk live chat. If not already configured, they may need to contact Zendesk support for assistance
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In Admin Center, navigate to Objects and Rules > Omnichannel routing
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Configure queue and routing rules as per your requirements
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Make sure to include Sunshine Conversation API in the Queue
Enable Multi-Conversations for Single Users
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In Admin Center, click Channels in the sidebar
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Select Messaging and social > Messaging
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At the top of the page, click Manage settings
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Under Web Widget and Mobile SDKs, expand Multi-conversations
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Click Set up multi-conversations
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Click Turn on multi-conversations for your account
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Select the channels on which you want to offer multi-conversations
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Click Save