Zendesk

Guidelines to add and index your private Zendesk Knowledge Sources

Last updated 19 days ago

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Zendesk

Guidelines to add and index your private Zendesk Knowledge Sources

Prerequisite - Integrating with Zendesk

To index your Knowledge Source, you must integrate your Zendesk account with ClearFeed. Begin this on the ClearFeed web app:

On the ClearFeed web app, navigate to the Settings from the nav bar, and then open the section.
Next, click on the Connect button next to Zendesk. This will open a modal.
Input your Zendesk sub-domain in the modal and click on the Connect.
This will redirect you to Zendesk's sign-in page. Fill in your credentials and sign in.
After you sign in, you will be redirected to , and your integration will be completed.

Indexing a Zendesk Knowledge Source

With the integration complete, you can now index your Knowledge Source:

Step 1: Add your first Knowledge Source

Hover over the "Add Knowledge Source" dropdown at the top right corner to select Zendesk.
A side drawer will appear, prompting you to provide specific details:
- Name: Designate a title for this Knowledge Source, which will be displayed on ClearFeed.
- Tags: These are identifiers linked with every Knowledge Source, aiding in categorization and structuring. Customize tags based on your needs. Note: Zendesk will be a default tag.
- Auto Reindex Regularly: When enabled, the particular knowledge source will reindex once every 24 hours.
Reindexing Zendesk Docs - To reindex Zendesk documents, manually reindex the knowledge source by clicking the "Reindex" button next to it.\

Step 2: Test your Knowledge Source

Once the status of the knowledge source has been indexed, test the GPT-powered responses generated from it. Refer to the document below for more information.

Step 3: Enable 'Answers' in the Collection Settings

Navigate to the collection settings where you want to enable GPT-Powered Answers and enable 'Answers'. Refer to the document below for more information.

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Last updated 19 days ago

Was this helpful?

Prerequisite - Integrating with Zendesk

To index your Knowledge Source, you must integrate your Zendesk account with ClearFeed. Begin this on the ClearFeed web app:

On the ClearFeed web app, navigate to the Settings from the nav bar, and then open the section.
Next, click on the Connect button next to Zendesk. This will open a modal.
Input your Zendesk sub-domain in the modal and click on the Connect.
This will redirect you to Zendesk's sign-in page. Fill in your credentials and sign in.
After you sign in, you will be redirected to , and your integration will be completed.

Indexing a Zendesk Knowledge Source

With the integration complete, you can now index your Knowledge Source:

Step 1: Add your first Knowledge Source

From the left navigation bar on the ClearFeed WebApp, go to AI > .
Hover over the "Add Knowledge Source" dropdown at the top right corner to select Zendesk.
A side drawer will appear, prompting you to provide specific details:
- Name: Designate a title for this Knowledge Source, which will be displayed on ClearFeed.
- Tags: These are identifiers linked with every Knowledge Source, aiding in categorization and structuring. Customize tags based on your needs. Note: Zendesk will be a default tag.
- Auto Reindex Regularly: When enabled, the particular knowledge source will reindex once every 24 hours.
After saving your addition, the Knowledge Source will either start indexing immediately (reflected by an Indexing status) or will be picked soon (reflected with an Initiated status). Get more details on Managing Knowledge Sources .
Reindexing Zendesk Docs - To reindex Zendesk documents, manually reindex the knowledge source by clicking the "Reindex" button next to it.\

Step 2: Test your Knowledge Source

Once the status of the knowledge source has been indexed, test the GPT-powered responses generated from it. Refer to the document below for more information.

Testing GPT-Powered Answers

Step 3: Enable 'Answers' in the Collection Settings

Navigate to the collection settings where you want to enable GPT-Powered Answers and enable 'Answers'. Refer to the document below for more information.

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