Using Olark with Zendesk
You're talking with your customers, now build a relationship with them.
Anyone with Olark on their site can tell you about all the candid user feedback they get. But you want more than that: maybe you want to follow up on a previous chat, or you want to review past conversations you've had with a visitor before e-mailing them.
-
Enter your Zendesk credentials on our Integration page
-
It's not required, but we recommend you enable our pre-chat survey so you can collect people's name and e-mail address. This makes contacting them in the future much easier.
-
Then you just have a conversation with your visitors like normal. They see the regular Olark experience
-
Now you have two new tools at your disposal: !tag to tag the conversation with conversation information you want to remember later and !lead to put the conversation in to Zendesk (you can also set it up so all conversations go in to Zendesk automatically).
-
Then when you surf over to Zendesk, you can see the full text of the conversation you just had, along with information about the visitor. On the sidebar you can even see we've created a profile for the visitor so you can easily access past conversations you've had with them.
