Installing the Agent Toolbar in Zendesk

You install the Agent Toolbar using a Zendesk package that handles the interactions between the Toolbar and CxEngage.

To install the Agent Toolbar in Zendesk:

  1. Download the Zendesk package to your computer.

    See CxEngage Regions to download the Zendesk package for your region.

  2. Log into Zendesk using an administrator account.
  3. Click the Admin icon (ZenDesk admin icon).
  4. Go to Apps > Manage.
  5. Click Upload App.
  6. Enter an App Name – for example, CxEngage Agent Toolbar.

    This is the name that your agents will see in Zendesk.

  7. Click Choose file and then find the Agent Toolbar package on your computer.
  8. Click Save.
  9. When prompted, click Agree and upload this App.
  10. Click Install.

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