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KaiCalls

Create Zendesk Support tickets from completed KaiCalls inbound calls

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Support

開發人員

KaiCalls

About this app

About KaiCalls: KaiCalls gives small businesses a business phone line with a secretary. Calls ring the owner's phone first. When nobody picks up, Kai answers: he takes the message, answers common questions, books appointments and sends a missed-call alert, so no caller hits a dead end. Businesses get a number in minutes, or keep the number their customers already call.

What the Zendesk integration does well

  • One ticket for every call. When an inbound call ends, KaiCalls opens a Zendesk Support ticket on the voice channel through Talk Partner Edition, marked as an inbound call or a voicemail.
  • A note your agents can act on. Each ticket carries a private note with the call summary, the caller's name and number, the call time and outcome, and a link to the full call record in KaiCalls.
  • No duplicates. Every ticket is tied to its KaiCalls call ID. If the same call is sent twice, KaiCalls finds the ticket it already made.
  • Your routing, your rules. Choose the Zendesk group, default priority and tags new tickets get. Ticket creation stays off until an administrator turns it on, and then applies to every completed inbound call.
  • Simple, secure setup. A Zendesk administrator signs in and clicks Allow. There are no API tokens to copy, and the connection can be removed at any time.

Data and access: KaiCalls requests Zendesk ticket read and write access only. It reads ticket records to verify authorization, locate a ticket by KaiCalls call ID, and confirm a created ticket. It writes the ticket and its private note only after the administrator enables ticket creation. KaiCalls stores the Zendesk subdomain, OAuth credentials in a server-side encrypted vault, ticket settings, and ticket IDs and delivery status for connection and retry management. Caller information in a ticket comes from the KaiCalls call record. KaiCalls does not import the Zendesk ticket archive or send callers a ticket email itself. See the KaiCalls Privacy Policy.

Available to all customers on a Zendesk Suite plan or Customers with Support + Talk Partner Edition - Learn more at https://www.zendesk.com/pricing

App 詳情

如何安裝

This integration is configured in KaiCalls; there is no Zendesk sidebar app to install. A KaiCalls business administrator and a Zendesk administrator are required.

  1. Sign in to KaiCalls and open Dashboard → Settings → Connections → Zendesk Support.
  2. Enter the Zendesk Support subdomain and select Authorize Zendesk. Sign in to the intended Zendesk account and approve ticket read and write access.

  3. Return to KaiCalls. Ticket creation remains off until an administrator saves a ticket policy. Set a Zendesk group ID, default priority, and tags if needed.

  4. If every completed inbound call should become a ticket, choose Every completed inbound customer call and save. Leave ticket creation off if only some calls should become tickets; this version has no selective ticket rule.

  5. Place a test inbound call. After it ends, review the ticket link and status in KaiCalls, then open the ticket in Zendesk and check the private note.

For help, contact connor@kaicalls.com.

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