Get Started With Virtual Contact Center for Zendesk

Once you have access to Virtual Contact Center for Zendesk, follow the checklist below to get started:

Before You Begin

To use the integration, you need:

Log In to the Integration

Single Sign-On is supported for Virtual Contact Center users with unified login. Single Sign-On is not supported for users without unified login.

To log in to Virtual Contact Center for Zendesk:

  1. Click the 8x8 Integration icon in the top-right corner of your home screen.
  2. If you are not using Single Sign-On, you are prompted to enter your user ID and password to log in to the Virtual Contact Center for Zendesk. Consult your supervisor for credentials.

    Note: Multiple invalid login attempts may lock you out.

  3. You are now logged in to the Virtual Contact Center for Zendesk. It launches and places you in the On Break status.

    Note: You must change your status to Available to be able to handle interactions.

  4. Click Available or Work Offline to change your status.

For more information on agent status and an overview of Agent Console, refer to our Agent Console Quick Start Guide. Agent Console enables agents to use a graphical user interface (GUI) to manage customer interactions across all channels.

Configure Integration Settings

You can enable automatic call logs and create ticket tags in your settings.

To view and change integration settings:

In Virtual Contact Center for Zendesk, click the Settings icon in the top-right corner of Agent Console.

Integrations

Once ticket tags have been created, a new agent-injected data (AID) field appears in the Wrap Up list during or after a call. This information feeds into the call ticket in the same way as the other AID fields.

Locale

View the language or location of Virtual Contact Center for Zendesk. The integration is currently supported only in the US and UK.

Report a Problem

Send feedback on an issue, or suggest an improvement.

Advanced

View your Virtual Contact Center domain and the Integration Data Request Token from Virtual Contact Center Configuration Manager. These details are provided by your administrator.

Note: Do not edit the Virtual Contact Center domain provided to avoid losing your connection.

About

View details on your user extension and the app.

Set up a Phone to Receive Calls

To handle interactions with your callers, you need to set up a phone. You can set up a softphone or a desk phone from the agent profile in Virtual Contact Center for Zendesk to receive calls.

To set up a phone to receive calls:

  1. From the Menu drop-down, go to Menu > Profile.
  2. In the Personal section of your profile, enter a Workplace Phone number or Workplace SIP URI.
  3. Click Make Verification Call to verify the phone number. Make sure the phone number is in the correct format. For example, you may need to add the digit <1> before your area code. Check with your administrator for the correct format.
  4. Click Save.

Check Queue Assignments

To process phone, chat, and voicemail interactions from Virtual Contact Center for Zendesk, you must be a member of phone, chat, and voicemail queues.

Note: Phone queues are separately defined for inbound and outbound communication.

To check queue assignments:

  1. From Menu > Profile, go to the Assigned Queues section.
  2. Click the desired tab for phone, chat, or voicemail queues.
  3. Make sure your queue assignment is active.