Integrating Zoho Desk with 7en.ai enables your AI agents to streamline customer support by automating ticket creation, managing queries, and syncing data with your helpdesk system. This guide provides a concise, step-by-step process to connect Zoho Desk to 7en.ai, ensuring a seamless setup for enhanced support workflows.

Connecting Zoho Desk with 7en.ai empowers your AI agents to:

• Automate Support: Create and update tickets directly from agent interactions.
• Centralize Queries: Manage customer inquiries within a unified platform.
• Boost Productivity: Reduce manual tasks by syncing agent responses with Zoho Desk.

This integration transforms your AI agents into a powerful extension of your customer support operations.

Follow these quick steps to connect Zoho Desk to 7en.ai, with visual aids to simplify the process.

Step 1: Navigate to Integrations

1. Log in to your 7en.ai account.
2. Go to the Integrations page at https://staging.7en.ai/integrations.
3. Locate the Zoho Desk integration and click Configure Integration.

Step 2: Initiate Zoho Desk Connection

1. Click Connect Zoho Desk on the integration configuration page.

Step 3: Sign In to Zoho

1. You’ll be redirected to the Zoho login page.
2. Sign in with your Zoho Desk account credentials.

Step 4: Authorize the Connection

1. Review the permissions requested by 7en.ai.
2. Click Accept to authorize the connection.

Step 5: Verify Connection

1. Return to the 7en.ai integrations page.
2. Confirm the connection status, which should display Zoho Desk Has Been Connected.

• Check Permissions: Ensure your Zoho Desk account has the necessary permissions to allow API access.
• Test Integration: Create a test ticket via your 7en.ai agent to verify the connection works as expected.
• Monitor Interactions: Use the 7en.ai Conversations page to track ticket-related activities.
• Keep Credentials Secure: Avoid sharing your Zoho login details publicly.

If you encounter issues during setup:

• Login Errors: Verify your Zoho credentials and ensure you’re using an admin account.
• Connection Failures: Check your internet connection and try re-authorizing.
• Review Logs: Inspect 7en.ai’s integration logs for error details.
• Get Support:
  • Documentation: Explore /docs/integrations for detailed guides.
  • Support Tickets: Submit a ticket via the 7en.ai dashboard.
  • Community: Join the 7en.ai Discord for peer assistance.
  • Tutorials: Watch integration-focused videos in the 7en.ai learning hub.

Next Steps

1. Test your Zoho Desk integration →
2. Configure agent ticketing settings →
3. Monitor ticket interactions →