Before you start
- A deflector with a knowledge base and a public client key. See the quickstart.
- Permission to edit your help center theme in Zendesk.
Set up
Allow your help center's domain
On the deflector’s Setup tab, add
https://yourcompany.zendesk.com under Allowed domains, plus your custom domain if you have one.Add the script to the request page
Edit your theme’s code, open Publish the theme. Later changes are made in the Kelu dashboard.
new_request_page.hbs, and paste the snippet from the Setup tab above the request form:Enter the selectors
Inspect your form to check its selectors. A standard theme usually uses these:
Enter them on the Form wiring tab. If your help center requires sign-in, the form may have no email field, and the reader stays anonymous.
| Setting | Typical value |
|---|---|
| Form selector | #new_request |
| Question field | textarea[name='request[description]'] |
| Submit element | button[type=submit] |
| Anchor element | textarea[name='request[description]'], with Position set to After the element |
| Email field | input[name='request[anonymous_requester_email]'] |
Send the subject and product as context
Under Extra inputs on the Form wiring tab, click Add field for each one:
Replace
| Selector | Label |
|---|---|
input[name='request[subject]'] | Subject |
#request_custom_fields_360001 | Product area |
360001 with your custom field’s id in Zendesk.Rename the button
On the Copy tab, set Submit button text while armed to
Next step, and Notice shown before generating to a short line such as “We’ll check for an answer first.”Put the conversation on the ticket
In Zendesk, create a text ticket field that end users can edit, add it to your ticket form, and hide it with CSS in your theme. It must be on the page for the deflector to write to it. Then, on the Hand-off tab, turn on Carry the conversation onto the ticket and set:
Replace
| Setting | Value |
|---|---|
| Target field | input[name='request[custom_fields][360002]'] |
| What to write | The full transcript |
360002 with the new field’s id.Troubleshooting
- The ticket is filed with no pause. Set Intercept on to Click event.
- The console shows
could not load configuration 403. Your help center’s domain is missing from Allowed domains. - Your theme uses a rich-text description editor. Turn on Question field is a rich-text editor and point Question field at the editor. For an editor inside an iframe, use
#editor_ifr ifr>> body. See Crossing DOM boundaries.
Related
Zendesk as a source
Answer from your help center articles and solved tickets.
Helpdesk automation
Answer tickets that are filed anyway, inside Zendesk.