Establishing your CRM/Ticketing System Integration
You can either use the existing Bold360 AI ticketing system for escalation of customer service calls or, if you already have an existing ticketing / CRM system, you can forward your Bold360 AI tickets.
- In the AI Console, go to .
- On the Ticketing Basics tab, scroll down to 3rd Party Integration.
- In the Forward all tickets to field, indicate the support address to which all tickets should be sent.
- Click Save Changes.
About Zendesk integration
Zendesk's ticketing system can serve as an escalation channel by sending tickets to the publishing center of Bold360 AI.
To integrate Zendesk with Bold360 AI, do the following:
Once the trigger is created, the suggestion feature is available.
A draft is automatically created in the Bold360 AI publishing center if the agent selects the Suggest my answer option when sending the response.