After following the steps in the Getting Started and Setup guide, these steps will take you through installing the Engage Voice app in Zendesk.
In your Zendesk account, navigate to the Admin Center
Navigate to Zendesk Support Apps
Open the Marketplace
Search for Engage Voice in the Marketplace:
After the Engage Voice app has been installed in your Zendesk account,
Navigate to Admin Center > Apps and Integrations > Apps > Zendesk Support apps > the newly installed Engage Voice App
Select the app and update the following settings using your existing Engage instance URL
- Title
- It is advised to leave this name as is.
- Engage Workspace
- Once you have your Engage environment set up, you can retrieve this workspace value from the URL of your standalone Engage environment.
- Engage Region
- Once you have your Engage environment set up, you can retrieve this region value from the URL of your standalone Engage environment.
- Enable Role Restrictions
- With this optional setting you can limit specific roles to have access to the Engage Voice app.
- Enable Group Restrictions
- With this optional setting you can limit specific groups to have access to the Engage Voice app.
After the fields have been filled, save the changes.
The Engage Voice app should now appear in the top right corner of your Zendesk UI
