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Prerequisites

You must have admin-level access to both ServicePattern and Zendesk systems.

In addition to access to all regular agent functions, you must have privilege Use Zendesk (see Contact Center Administrator application > Roles > Interaction Handling group of privileges).

All users of the integrated Zendesk/ServicePattern desktop must have accounts in both systems. For single sign-on, these users must have the same email address in both systems. (In ServicePattern, user’s email address in configured via the Users > Contacts tab of the Contact Center Administrator application.)

For types of integration described in this document, ServicePattern version 3.9 or later is required.

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