What each helpdesk brings
Connecting Zendesk, Front or Gorgias needs the Pro plan or above. Gmail works on every plan.
Connect a helpdesk
- Open Integrations and pick the helpdesk.
- For Zendesk, enter your subdomain (the part before
.zendesk.com). For Gorgias, enter your account (the part before.gorgias.com). - Select Connect, sign in to the helpdesk and approve access. You’re returned to Aide when it’s done.
- Open Inboxes on the integration page and choose which inboxes Aide reads and where it answers.
Setting up Gorgias
If you choose Gorgias when you sign up, or install Aide from the Gorgias App Store, a setup page takes you through the Pro trial, connecting Gorgias, importing your website and choosing where drafts appear: an internal note on every new ticket, the Aide card in the Gorgias sidebar, or both.Start in shadow, then go live
A new connection only watches. Aide decides what it would do and drafts it, and shows it in the integration’s Activity, without writing anything to your helpdesk. When you’re ready, open an inbox’s settings and change its Rollout:- Shadow: draft only, never send
- Test senders only
- A share of conversations
- Everyone
Inbox settings
Each inbox’s settings decide:- What Aide handles: which media, and conversations with or without certain tags.
- Who handles conversations: Aide drafts for your team (your team keeps every conversation) or Aide answers and hands back (conversations assigned to Aide are its own, and it hands the rest back with a summary, a draft and an assignment).
- Handoffs: who Aide hands back to, a hand-back tag, and teammates to mention in the handoff note.
- Replies: Send replies (off means Aide only drafts), Where drafts go, and Draft on handoff. For a draft on every customer message, see Always draft a reply on every helpdesk conversation.
- Reply identity: who Aide replies as, the from address and the sender name.
- After Aide replies: the status to set, such as keeping the ticket open or closing it.
- Topics: write Aide’s topics back as tags or into a ticket field.
- What Aide did: tag what Aide did (drafted, replied or handed off), or write it into a field.