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Rulebase integrates seamlessly with Zendesk to provide automated QA, compliance, and back-office automations for financial services organizations.
Prerequisites
- You must be a Zendesk admin to complete the installation.
- You must have the Administrator role in Rulebase.
Installation
Step 1: Connect Zendesk
- Log in to your Rulebase dashboard
- Go to Integrations > Zendesk
- Click Connect Zendesk and sign in with your Zendesk admin credentials
- Authorize Rulebase to access your Zendesk account
Next steps
Once connected, Rulebase will begin syncing Zendesk tickets automatically.
- Imported tickets will be available for QA checks, compliance monitoring, and back-office workflows
