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CRM Integration

CallSphere + Zendesk

Pair CallSphere AI voice agents with Zendesk to automate your support queue. AI agents create tickets, check statuses, pull customer context, and escalate to human agents with full conversation history -- reducing resolution time and improving CSAT.

Capabilities

What the Zendesk integration enables

Automatic Ticket Creation

AI agents create Zendesk tickets during or after calls, pre-populated with issue category, priority, and a transcript summary.

Status Updates

Callers asking about ticket status get instant answers. The AI agent pulls real-time status from Zendesk without agent involvement.

Customer Context Enrichment

When a known customer calls, the AI agent sees their ticket history, account tier, and recent interactions for personalized service.

Smart Escalation

Complex issues are escalated to human agents with the full call transcript, customer history, and suggested resolution attached.

Macro & Trigger Integration

CallSphere actions can fire Zendesk macros and triggers -- auto-tagging, assigning groups, and sending templated responses.

CSAT Follow-Up

After resolution, the AI agent can call or text customers with a satisfaction survey that feeds back into Zendesk analytics.

Setup

How to connect Zendesk

Get up and running in four simple steps. Most teams go live in under 30 minutes.

1

Connect Zendesk

Enter your Zendesk subdomain and authorize via API token or OAuth. CallSphere connects securely.

2

Map Ticket Fields

Map AI agent data to Zendesk ticket fields -- category, priority, custom fields, and assignee groups.

3

Define Escalation Rules

Set when the AI agent should escalate to a human -- by issue type, sentiment, VIP status, or SLA threshold.

4

Enable & Test

Run a test call to verify ticket creation and escalation. Then go live with confidence.

Why teams choose this integration

60% Fewer Tier-1 Tickets

AI agents resolve common questions before they become tickets, freeing your support team for complex issues.

Faster First Response

Every call gets an instant response. SLA timers start with context already gathered, not a voicemail.

Higher CSAT Scores

Instant answers and seamless escalation mean customers get help faster, improving satisfaction metrics.

Ready to connect Zendesk?

See how CallSphere AI agents integrate with Zendesk to automate your workflows. Live demo available -- no signup required.