New: Support for 3rd-party integrations in Chat Desk

Available on Interact and Transact packages.

Chat Desk agents and supervisors can now view customer information from 3rd party applications while engaging with customers in Chat Desk, removing the need to switch between applications and managing multiple browser tabs.

Available for integrations with Salesforce, Zendesk Sell, Zendesk Support, and Shopify.

Learn more about viewing customer information from 3rd party applications in the Agent Desk.

A new Integrations tab (for Live, Pending, and Tagged chats) contains customer information as fetched from 3rd party providers.

From the Chat Desk settings page, admin users can select the specific fields that should be visible to agents and Supervisors in Chat Desk for each of the 3rd party applications.

Learn more about selecting which fields should be visible in Chat Desk.

In the Chat Desk Settings, admin users can (de)select the fields that should be visible to agents and supervisors in Chat Desk. A preview is shown on the right.

You can view our Chat Desk User Guide for further details on using this feature.