STEP 4: Enabling Agent Accounts for Integration

In the final step, Zendesk agents must log in to their Zendesk account and enable their account for integration by saving their Zendesk login credentials in agent profile.

To set up external CRM properties in the agent’s profile:

1. Log in to Zendesk agent account.

2. Click the 8x8 app icon in the Header bar to bring up the Virtual Contact Center – Agent Console.

   Note: To get started with 8x8 Contact Center app, refer to the Zendesk Integration Agent Guide.

3. Enter your credentials to log in to Agent Console.

   

4. From the Control Panel menu, navigate to Profile.
5. In the External Setup, enter the username, and the password to login to your Zendesk account. Save your settings.

6. Log out and log back in.
   

   

   Figure 2: Agent Console > My Profile > External Set up

See Also

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