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Zendesk Integration

Embedded widget

Add Zendesk's chat widget to your AgencyPro client portal. You paste Zendesk's snippet under Workspace Settings > Integrations > Live Chat and AgencyPro loads it for your clients. Conversations become Zendesk tickets in Zendesk according to your Zendesk setup; AgencyPro does not sync client records or create Zendesk tickets from AgencyPro events.

Why connect Zendesk with AgencyPro

If your agency already runs support in Zendesk, embedding its widget in the portal routes client chats into the same Zendesk workflow, SLAs and reporting your support team uses.

It is an embed only. AgencyPro does not push client, project or billing data into Zendesk, and it does not create Zendesk tickets from AgencyPro events. Note that AgencyPro has its own tickets on the Pro and Plus plans, so a small agency may not need Zendesk at all.

Key features

Zendesk widget shown in your client portal
Paste-in snippet, provider detected automatically
Option to show the widget only on the client portal
Option to auto-load the widget
Conversations handled in Zendesk

Benefits for your agency

Keeps portal chat inside your existing Zendesk workflow
Setup is a paste of the Zendesk snippet
Turn the widget off in AgencyPro at any time

How agencies use Zendesk with AgencyPro

One support desk

Portal chats join the same Zendesk queue as email and website support, handled by your existing support team.

Help center in the portal

If your Zendesk widget is set up to show help center articles, clients can search them from the portal.

Support reporting

Response times and satisfaction for portal chats appear in your Zendesk reports alongside other channels.

How to set up Zendesk

  1. In Zendesk Admin Center, open the Web Widget (messaging) settings and copy the installation snippet.
  2. In AgencyPro, go to Workspace Settings > Integrations > Live Chat.
  3. Paste the snippet. AgencyPro detects Zendesk as the provider.
  4. Choose whether to show the widget only on the client portal and whether to auto-load it.
  5. Enable and save, then check the widget in the portal as a client.

Frequently asked questions

Does AgencyPro create Zendesk tickets?

No. Chats started in the widget are handled by Zendesk according to your Zendesk settings. AgencyPro events do not create Zendesk tickets.

Does Zendesk see AgencyPro client data?

No. AgencyPro only loads the widget. Zendesk does not receive client, project or invoice data from AgencyPro.

Do I need Zendesk if I use AgencyPro tickets?

Often not. AgencyPro includes support tickets on the Pro and Plus plans. Zendesk makes sense when a dedicated support team already works in it across several channels.

Ready to get started?

See how Zendesk fits into your AgencyPro setup, or ask us which plan you need.