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:

1. On the ClearFeed web app, navigate to the Settings from the nav bar, and then open the Integrations section.

2. Next, click on the Connect button next to Zendesk. This will open a modal.

3. Input your Zendesk sub-domain in the modal and click on the Connect.

4. This will redirect you to Zendesk's sign-in page. Fill in your credentials and sign in.

5. After you sign in, you will be redirected to ClearFeed, 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 > Knowledge Sources.

• 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 In Progress status) or will be picked soon (reflected with an Initiated status). Get more details on Managing Knowledge Sources here.

• Reindexing Zendesk Docs - To reindex Zendesk documents, manually reindex the knowledge source by clicking the "Reindex" button next to it.\

  

  Reindexing Zendesk Docs

Using AI Agents

Once you've configured the knowledge sources, learn how to build and use AI Agents

Build AI AgentsUse AI Agents

Manage Knowledge Sources

Once the status of the knowledge source has been indexed, learn more on how to manage the knowledge source below.

Manage