Zendesk Guide Integration
Integrating your Zendesk Guide
To get started be sure you have the following requirements:
- A Talla subscription (No subscription? No problem. Click here to schedule a 15-minute consultation with our sales team!)
- A Zendesk account
- Administrator access to your Zendesk account
You are now ready to follow these 10 short steps below to integrate your current Zendesk Guide with Talla.
Step 1: Log into your Talla admin account and navigate to Settings > Integrations.
Step 2: Click on the "Add new" button on the Integrations page.
Step 3: Choose Zendesk Guide from the selected integration list to sync content.
Step 4: Type in your domain that is associated with your Zendesk Guide account and press next.
Step 5: Talla will prompt you to sign into your Zendesk Guide account in a new tab. Fill out the proper fields and click "Sign In."
Step 6: Allow Talla to access your Zendesk Guide by agreeing to the permissions request.
Step 7: A success window will come up if the authentication was successful. You can now close this window.
Step 8: Set up the correct group access and visibility settings from the corresponding dropdowns. For a refresher on groups and permissions, check out the helpdesk article.
If you are unsure about the access and visibility settings for your integration, no worries! You can always go back and update this later once the sync has processed.
Beneath the two dropdowns, you will see the option to enable "Auto Publish" and "Smart Reasoning"
- Auto Publish, as the name would suggest, automatically published newly synched pages to your Talla KB. For most integrations, we recommend that this option is turned on. Otherwise, each newly synched page will require manual approval before it is published into the Talla Knowledge Base.
- Smart Reasoning enables Talla to make inferences off of your knowledge. If you are unsure whether or not to turn this option on, reach out to your customer success contact or e-mail email@example.com
Step 9: Syncing will kick off and you can close out the window. Your Zendesk Guide content will be available via Talla interfaces in 24 hours or less.
Step 10: Follow the progress of the sync by checking the sync status bar. Once completed you will see complete in green. Your Zendesk pages can be found under your pages tab on the left side panel. Note that edits in Talla will not be updated in Zendesk Guide.