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Manage Flex-Zendesk Call Flows

All Flex accounts created on or after May 26th, 2022 are using Flex UI 2.x.x. Some screenshots and required software versions on this page may only be compatible with Flex UI 1.x.x and are therefore no longer accurate. We are working to update the page to reflect the new UI experience. Learn more about Flex UI 2.x.x here.

Learn how to accept incoming calls from new and existing contacts and make outgoing calls from your Flex-Zendesk Integration.

Do you still need to set up your Flex-Zendesk Integration? Check out our guide for configuring your Zendesk instance for Flex!

Screen Pop

Screen Pop - Incoming Engagement

No Ticket Number or Invalid Ticket provided by the customer in Incoming Engagement.

By default, a new ticket is created for every incoming engagement. To test this, you can dial your Flex Number. On accepting the call, a new ticket will be created and the Zendesk screen will change to this new ticket as shown below

flexdeskbeta_callFlow_Incoming_2.png

Ticket Number provided in the Incoming Engagement

If the call flow in your organisation collects ticket number from the customer on incoming engagement, you can use that information to screen pop the ticket to an agent when they accept the incoming task. This will require setting your Engagement flows to collect the ticket number from the Customer and passing that to Flex. Please see this guide for an example of such implementation - IVR Flow for Collecting Ticket Number from Customer

With this setup, when a ticket number is provided, you should see that the relevant ticket is shown to the agent for the engagement.

incoming-call-validticket.gif
incoming-call-validticket.png



While the above examples are for a Voice Call, it is applicable to any other Channels setup for your Flex Instance.

Interaction Logging

Interaction Logging

In all call flows, task metadata is logged automatically is internal note, as shown in screenshots below

flexdeskbeta_callFlow_AutoLogging_Started.png
flexdeskbeta_callFlow_AutoLogging_Completed.png
flexdeskbeta_callFlow_AutoLogging_2.png

Context Switching

Context Switching

Your Flex Zendesk integration can seamlessly handle multi-tasking when an agent has multiple records.

From your Zendesk account, initiate multiple inbound/outbound calls, SMSes, chats, or any other communications channel configured on your Twilio Flex Project.

As you select different tasks on the Flex screen, the screen on Zendesk will change to the ticket/user, depending on your configuration. For example, if you are chatting with Joey, you will see their information until you switch over to your call with Alex, at which point you'll see their information on the screen instead.

flex-zendesk-contextSwitch.gif
Custom Tags

Custom Tags

You can add any custom tags identified during your customer engagement flow by adding those tags to a task attribute named zdCustomTagsmade available to you. Please see our guide on IVR Flow for Adding Custom Tags to Zendesk Ticket.

Once you have implemented custom tags, you should see your tags being added to the relevant ticket as shown in the screenshot below

customeTag_ZendeskFlex.png

zdCustomTags supports multiple tags, so you can pass a list of all the tags you want to add.

Chat Transcription

Chat Transcription

If you have enabled logging Chat Details as Internal Note, then for all text-based engagements, you will find the transcript of the Chat stored as Internal Ticket Note in a relevant Zendesk Ticket. Please see the below screenshot showing this -

Chat_incoming_1_Twilio_Flex_App_Integration_with_Zendesk_Support_banner.png
Chat_incoming_transcript_Twilio_Flex_App_Integration_with_Zendesk_Support_banner.png
Click to Dial

Click-to-Dial

If a phone number is associated with the ticket originator (Customer), a widget is shown in the ticket sidebar allowing you to click and dial out.

Please see the screenshots below

flexdeskbeta_callFlow_CtD_App.png
flexdeskbeta_callFlow_ClickToDial.png
flexdeskbeta_callFlow_CtD.png
flexdeskbeta_callFlow_CtD_AutoLogging.png

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