Zoho Desk integration with ChatbotWorld

This page contains the information about the 3rd party integrations.

Use Case

The Zoho Desk integration allows businesses to seamlessly integrate their chatbot with Zoho Desk, enabling efficient management of customer support inquiries, ticket creation, and updates directly from the chatbot platform..

Pre-requisite

To set up this integration, you'll need:

• A Zoho Desk account

Steps to Enable the Integration

1. Navigate to the “Third-party Integration” Section:

   • In your chatbot platform, go to the settings or integrations section and locate the "Third-party Integration" option.

2. Connect to Zoho Desk:

   • Click on the "Connect" button and choose Zoho Desk from the list of available integrations.

   • Follow the prompts to authenticate and connect your Zoho Desk account.

3. Mapping the Variables:

   • Once connected, you'll see a screen where you can map the chatbot’s answers to the fields of your Zoho Desk.

   • Add fields such as "Organization Name" and "Department Name" to your Zoho Desk mapping.

   • Select bot questions from the "Question" dropdown or manually enter parameter names.

   • Map these questions to parameters in your Zoho Desk. If dropdowns are not available, enter the parameter names manually.

   • Add new variables as needed using the "Add Parameter" button.

   • Click "Save" to activate your integration.

4. Test Your Integration:

   • Open your chatbot and simulate a conversation to create a new ticket in Zoho Desk.

   • Verify that the ticket information is correctly sent to Zoho Desk and reflects accurately in your Zoho Desk account.

Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.

2. Find the Zoho Desk integration and click on it.

3. Click on the "Disconnect" button to disconnect the integration.

Notes

• To test leads, create the chat in an incognito tab to avoid cache issues.

• Ensure you have the proper permissions and access rights in your Zoho Desk account to create and manage tickets.

• Contact the support team if you encounter any issues or need further assistance.

This documentation provides step-by-step instructions for setting up, testing, and disconnecting the Zoho Desk integration with a chatbot, along with relevant notes and prerequisites.