Swifteq provides apps that automate tasks for your Zendesk Support to assist your Customer Support team. The following Swifteq Automation apps are available from the Zendesk Marketplace:
- Articles PDF Export
- Merge Duplicate Tickets
- Ticket Parser Autofill
- Auto Remove Attachments
- Triggers+ChatGPT
The installation for all these apps is essentially the same and the steps are covered in the articles in the section Installation. The examples in this help show the Merge Duplicate Tickets app. When installing the other apps, the naming on the screens will show as the app you are installing.
Steps for Installing Swifteq Automation Apps
-
Install the app
Install the Swifteq Automation app from the Zendesk Marketplace page.
Refer to Installing the Swifteq Automation Apps.
-
Create a Swifteq account, or Login
Create an account within Swifteq. This gives you access to the app. The account is created from your Zendesk Agent Dashboard when you first open the relevant app from the sidebar.
Refer to Creating an Account for the Swifteq Automation App. -
Activate the app
The first time the app is used, you must Activate it to enable it on your account.
Refer to Activating the Swifteq Automation in Activating, Connecting and Authorizing the Swifteq Automation App for your Zendesk Support.
-
Connect and Authorize the app to your Zendesk Support
You are then prompted to Connect and Authorize. This connects the app to your Zendesk Support.
Refer to Connect to Zendesk Support and Authorize in Activating, Connecting and Authorizing the Swifteq Automation App for your Zendesk Support.
-
Allow Swifteq permission to access your Zendesk account
Swifteq then needs the permission to access your Zendesk account and read your Zendesk Support tickets.
Refer to Allowing the Swifteq Automation App to Access your Zendesk Account in Activating, Connecting and Authorizing the Swifteq Automation App for your Zendesk Support.
-
Configure and Enable the app
You then need to configure and enable the app for your own requirements. The configuration is specific for each app.
Refer to the following articles:
Merge Duplicate Tickets - Configuring the Merge Duplicate Tickets App, Setting up the Merging Rules and Enabling Merge Duplicate Tickets
Auto Remove Attachments - Configuring and Enabling the Auto Remove Attachments App and Running the Redaction Task
TaskTriggers+ChatGPT - articles in the section Configuring Workflows.