Setting up Zoom Virtual Agent Gorgias support channel
Once the Gorgias integration is enabled, the next step is to configure it. In this article, we will provide a step-by-step guide to help you connect your Zoom Virtual Agent to Gorgias support channel and your chatbot. By following these steps, you'll be able to streamline your support operations and provide fast and efficient service to your customers.
This article covers:
Prerequisites for setting up Zoom Virtual Agent Gorgias support channel
How to set up Gorgias support channel
- Sign in to the Zoom web portal.
- In the navigation menu, click AI Management then Virtual Agents.
- Click the Support Channels tab.
- Click Add Channel.
A pop-up window will appear. - In the pop-up window, perform the following:
- Under Channel Source, select Integration.
- Under Support Channel Name, enter a display name for your support channel.
- Under 3rd Party Support Channels, select your Gorgias connection.
- Under Channel Type, select CRM Ticket Form.
- Under Ticket Form, select Basic Ticket Form from the drop-down.
- Click Add.
How to connect the Gorgias support channel to a bot
- Sign in to the Zoom web portal.
- In the navigation menu, click AI Management then Virtual Agents.
- In the Chatbots tab, click Add Chatbot.
A pop-up window will appear. - In the pop-up window, specify the following:
- Name: Enter a display name to help identify the chatbot.
- Description (Optional): Enter a description for the chatbot.
- Click Add.
You will be directed to the Settings tab. - Under Intent Settings, select and add associated intent domain from the list.
- Under Support Channels, click Manage Channels.
- Select Gorgias support channel as the default support channel to be used for the bot.
- Click Save.
- Next to the chatbot’s name, click the Publish button to publish the bot.