The Agillic app enriches Zendesk case views by displaying customer data, communication history, and interactions from connected Agillic instances, while enabling agents to trigger communications directly from tickets. It also allows agents to opt-in new customers to Agillic's database with their consent, providing a unified view of customer touchpoints. Support teams benefit from having complete customer context to improve response quality and personalization.
Vendor Description
Enrich your Zendesk case view with data from your Agillic Instance. Use it to:
- View a recipient's relevant data fields
- Trigger communications or Side-Effects
- View a recipient's Agillic communication history and interactions
- If they aren't in your Agillic database: with the customer's consent, send their email to Agillic and execute a double opt-in flow
This is all for a more complete view of your customers.
See a full demo of the integration in action!
Learn more about Agillic on our website.
Installation
To successfully use the app, you must have an Agillic instance and license. Install the application, and configure the relevant fields with:
- An authorization token
- A selection of the views you want visible
- The Agillic data model fields you want to display
- Descriptions and names of Agillic Events (up to 3) available to trigger
See the detailed end-to-end setup guide in our Agillic Knowledge Base.
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