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Zendesk

Engine64 can open a Zendesk ticket every time a conversation is escalated to a human. Each ticket carries the handoff reason, a link back to the Engine64 conversation, the recent transcript, and the sources the agent cited. The visitor becomes the ticket requester, deduplicated by email address, so a returning visitor lands on their existing Zendesk user.

This integration fires on the handoff_requested event only.

Setup

  1. In Zendesk, open Admin Center → Apps and integrations → APIs → Zendesk API, then enable Token access and click Add API token.
  2. Copy the generated token. Note the agent email that owns it — Zendesk’s API-token auth is scoped to that agent — and your subdomain (the acme in acme.zendesk.com).
  3. In Engine64, open the agent’s Webhooks page and find the Zendesk card.
  4. Enter your subdomain, the agent email, and the API token, then click Connect. Engine64 validates the credentials live against your Zendesk account, so a bad subdomain, email, or token is rejected on the spot.
  5. On the new row in the Configured Webhooks list, click Send test to open a sample ticket in Zendesk.

What lands on the ticket

Handoff fieldTicket location
visitor namerequester name + subject
visitor emailrequester email (deduplication key)
reasoncomment body — “Handoff reason”
conversation URLcomment body — “Engine64 conversation”
transcriptcomment body — ”--- Transcript ---“
cited sourcescomment body — ”--- Cited sources ---”

Every ticket is tagged engine64 and handoff so you can route or filter on them in Zendesk.

Notes

Today the only handoff trigger is a visitor submitting the lead form on an active conversation, which escalates it to a human. Intercom is a future option using the same pattern. Authentication uses Zendesk’s API-token scheme over HTTP Basic; the token is stored server-side and never exposed to the browser. The underlying event and payload shape are documented in the webhook envelope reference.

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