Why?
Ready-to-use phone integrations between Phone systems and Zendesk often don't behave as they should.
Examples
- Tickets get created every time somebody calls, while the Zendesk user wants to have the possibility to decide whether to create a ticket or not.
- When a call gets forwarded from one Agent to another, there shouldn't be a second ticket but the first ticket assigned to the second Agent
That's why we've built a generic phone app which is installed inside Zendesk and a middleware which gets called by the phone system.
How to set up
Setup Zendesk
- Install the Leafworks phone integration App inside your Zendesk
- Configure Phone Integration within Zendesk with the right credentials to connect to HelpdeskApi.com Middleware
Activate Notify API in Placetel
- Go to https://web.placetel.de/settings/external_api and log in with your Placetel account
- Activate the Call Control-/Notify-API
- Specify the API endpoint URL you get from Leafworks
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