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Get Started with Virtual Office for Zendesk

Once you have access to 8x8 Virtual Office for Zendesk, follow the checklist below to get started:

Before You Begin

To use the integration, you need:

Virtual Office for Zendesk functionality depends on your also being logged in to the Virtual Office desktop or mobile app.

Log In

Once your administrator enables access to Virtual Office for Zendesk, you can log in to the integration at any time.

To log in to Virtual Office for Zendesk:

  1. In the Zendesk header bar, click the 8x8 integration icon to launch the integration.
  2. At the prompt, enter your Virtual Office extension credentials to log in to the integration, which opens as a panel in the Zendesk interface. You can quickly minimize or reopen the panel as needed by clicking the integration icon in the header.

    Note: When you are on a call in Virtual Office for Zendesk, your status in the Virtual Office desktop app and Virtual Office mobile app changes to indicate that you are busy on a call.

Tour the Interface

The Virtual Office for Zendesk interface consists of a navigation menu with the following menu items:

Under the VO tab, you can access:

Under the Search tab, you can search for contacts by name, phone number, or email address. When the desired record is located, clicking on the contact phone number places an outbound call to them.

 

Product version 3.1

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