Zingtree Tags: freshdesk

Integrating Zingtree with Freshdesk

feshdesk call center scripts

Freshdesk is one of our most popular integrations, so we’ve made sure it’s easy to import Zingtree session transcripts into a Freshdesk ticket. With the integration in place, support staff can see all of the steps a customer went through in a decision tree before needing to ask for help – it’s a huge time-saver for agents!

When the integration is set up, agents will see a Zingtree transcript with each ticket, like this:

Requirements:

You will need the Estate or Forest plan from Freshdesk to accomplish this integration.

Overview:

You’ll first need Freshdesk Admin privileges to complete the process. This method will create a new field called Zingtree Session Datait gets hidden from the customer, but it appears for the agent answering the ticket. It includes the entire Q&A transcript of the user’s Zingtree session prior to opening a new ticket in Freshdesk.

Here’s how to set up the Freshdesk side:

  1. In Freshdesk, go to your Admin panel, and select Ticket Fields.
  2. Create a new “Multi Line Text”  ticket field named Zingtree Session Data. (This field must be set up as “display to customer” and “customer can edit”, but will be hidden from the end-user once you implement step #7 below. Trust us!) The properties will look like this:
  3. Click Done.
  4. Click Save to add the field.
  5. Next go to Admin, Portals, and click  Customize Portal next to the portal that will receive Zingtree data.
  6. Go to Layout and Pages, Portal Pages.
  7. Click New Ticket, then add this code to the new ticket edit area:
    <script src="//zingtree.com/api/freshdesk-new-ticket.js"></script>

    This is what it looks like (new code outlined in red):

  8. Click Save and Publish.

On the Zingtree side:

You need to make Link Nodes that go to your Freshdesk New Ticket form, and add this to the end of the URL:
?session_id=#session# 

Example:

If this is the link to your ticket form:
http://support.mycompany.com/support/tickets/new

Use this URL within a Zingtree Link Node to go to the ticket form, and have the Zingtree session transcript transferred:

http://support.mycompany.com/support/tickets/new?session_id=#session#

We’ve set up a sample Gallery tree (“Freshdesk Integration example”) for you to examine here. You can copy this tree, and then change the URL link to point to your own Freshdesk domain.

Follow these steps and in 15 minutes or less you’ll have a powerful integration between Freshdesk and your Zingtrees.

Any questions? Reach out to us anytime.

Freshdesk Call Center Scripts with Zingtree

feshdesk call center scripts

If you’re running a call center or doing live support via Freshdesk, you can have a Zingtree call center script ready for your agents to follow to help problem-solve with a customer on the line. Better still, the script is linked to the ticket, so if another agent takes over the support session, they can see the steps the previous agent took, and start at the same node where the previous agent left off.

Freshdesk makes it easy to link call center scripts into your ticket pages using their FreshPlugs. Our implementation adds an “Agent Script” button to the right-hand panel of the ticket page. Clicking this button opens a Zingtree script in a new tab, tied to the current ticket.

Here’s how it looks in Freshdesk:

 

Here’s how to set up Freshdesk with Zingtree scripts:

  1. Log into Freshdesk, and go to Admin, Integrations in your support portal.
  2. Click on the FreshPlugs tab and choose New FreshPlug.
  3. Give your FreshPlug a name and description.
  4. Copy paste the code below into the script section. Substitute ######### with the ID of the tree you want to use for your script (this appears twice!):
    <a class="btn btn-success" target="_blank" href="http://zingtree.com/host.php?tree_id=#########&style=panels&show_history=1&persist_names=Restart&persist_node_ids=1&nopermalink=1&session_id=#########-{{ticket.id}}"><b>Agent Script</b></a>
  5. Click Save when finished.

More customization: You can use the Zingtree Advanced Hosting Options to create a custom URL to tailor how the tree will appear.   To use it in your FreshPlug, just add this code to the end of the URL (again substituting ######### with your tree ID):

&session_id=#########-{{ticket.id}}

Update: The Zingtree Freshdesk Agent Scripting for Call Centers plugin is also available in the FreshPlugs Gallery.