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Zendesk

Rulebase integrates seamlessly with Zendesk to provide automated QA, compliance, and back-office automations for financial services organizations.

Installation

Step 1: Install the app

  1. Visit the Rulebase Zendesk App in the Zendesk Marketplace
  2. Click Install to add Rulebase to your Zendesk account
  3. The app will be installed directly into your account

Step 2: Configure the integration

  1. In Zendesk Admin Center, navigate to Apps and Integrations > My Apps
  2. Select Rulebase and open the settings panel
  3. Enter your Rulebase API key (available in your Rulebase dashboard)