Agent can be configured to integrate with other ticket management systems that your company may be using for ticket tracking and reporting. When tickets are created in an integrated system, they are kept in sync with each other. Whether an update is made in the 3rd party system or in the Agent conversation, the ticket will be synched bi-directionally.

Configure

To configure an integration, click Configure in the Global Settings Integration section.

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Global Setting Integration Setup

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Agent currently works with the following CRM systems. Click on the name of the service you want to integrate with.

Zendesk

Intercom

Service Now

Salesforce

Zapier

Okta

Okta (Temp)

Default Chat Integration - Once your Integration(s) is configured, you can define the Default Chat Integration. When you click on the dropdown list, you will see the integration options.

This option controls how a ticket is created in the integrated system. By default, it is set to Create tickets manually.

If you want tickets to be created automatically, choose the system to create the ticket in.

Choose the type of ticket, case, chat, etc., that should be created in the system from the dropdown list.

:agent" Emoji Create - This option tells Agent to assign the ticket to the person who clicked on a custom emoji. A ticket is also created in the integrated system, based on the action selected in this dropdown list.

Note: To use this feature, you must add a custom emoji to Slack. This option is enacted when a user clicks the custom emoji in a conversation.

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