What's needed for Simplr's integration:
- Enterprise plan for your Zendesk Chat subscription, and
- Two Zendesk accounts – both with Admin permissions and access to chat.
1a. Navigate to Admin (click the gear icon) → Scroll down to the end of the menu on the left side → Click Subscription
1b. If your Chat plan is on the Enterprise level with at least three agent slots (two for Simplr and one for you, if you want one), then you're good to go – please hop over to step 2a.
Note: We ask for two admin accounts so that we have one for our Network of Experts, and one for our operations team so we can log in to check on the integration and Goals/attribution.
1c. If your Chat plan is not on the Enterprise plan with at least three agent slots, please click on the blue "Manage" button on right side of the page, and update the Chat subscription information accordingly:
2a. Simplr requires two Admin Zendesk accounts with access to chat.
From the Zendesk Support page, navigate to Admin → People → "user".
2b. Fill in the following account details for each new user:
(First Admin account – this account may already exist)
i. Name the new Admin account Simplr
ii. Enter the email firstname.lastname@example.org
iii. Set the account to have Administrator privileges
iv. Click "Add"
(Second Admin account)
vi. Name the new Admin account Simplr Chat Admin
vii. Enter the email email@example.com
viii. Set the account to have Administrator privileges
ix. Click "Add"
Now you're all set – Simplr will handle the rest!