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:
- Download the Zendesk package to your computer.
See CxEngage Regions to download the Zendesk package for your region.
- Log into Zendesk using an administrator account.
- Click the Admin icon ().
- Go to Apps > Manage.
- Click Upload App.
- Enter an App Name – for example, CxEngage Agent Toolbar.
This is the name that your agents will see in Zendesk.
- Click Choose file and then find the Agent Toolbar package on your computer.
- Click Save.
- When prompted, click Agree and upload this App.
- Click Install.