Zendesk Toolbar Integration with Ameyo

overview this document details the procedure for integrating the ameyo toolbar within the zendesk support interface this integration allows agents to utilize ameyo's telephony features directly from zendesk, streamlining workflows by combining communication tools with customer support ticket management key benefits integrated agent experience handle calls using the ameyo toolbar embedded within the zendesk environment, reducing the need to switch applications click to dial initiate outbound calls directly from zendesk user profiles or tickets by clicking phone numbers contextual information automatically creates new tickets in zendesk when initiating calls via click to dial from the user side nav, providing context for the interaction automated logging voice log dumping and note additions are automatically associated with the relevant zendesk ticket, ensuring accurate record keeping functionality the integration adds an ameyo icon to the zendesk top navigation bar clicking this icon opens the ameyo toolbar in a popup window agents log in to the toolbar using their ameyo credentials the integration provides click to dial functionality from user profiles (listing direct line numbers) and potentially within tickets when initiating a call from the user side nav, a new ticket is automatically created call activities, voice logs, and notes are logged within the context of the active or newly created ticket prerequisites an active ameyo account an active zendesk support account with administrator privileges the ameyo zendesk app package (either available publicly on the zendesk marketplace or as a private app zip file provided by ameyo) network connectivity allowing communication between ameyo servers and zendesk