Tutorial: Zendesk Leads Manager Agent

This Agent is capable of managing your leads on Zendesk. It can retrieve all of your leads or just a single one, depending upon your needs. It can also create new leads, update existing leads, or delete them if needed.

Personal API Token

1. Go to https://www.zendesk.com/ and register if you don’t have an account yet. (You can skip this process if you already have one).
2. In your Zendesk dashboard, click on the Bento icon located in the upper right corner of the page.

3. Click Sell from the drop-down menu.

4. On the left sidebar, click the gear icon to access the settings.

5. Scroll down to the Integrations section, then click on OAuth.

6. Click the Add Access Token button to generate your personal access token.

7. For easy identification, add a description to your API Token, then save.

8. Remember to copy and securely store your generated token as it will not be displayed again after clicking the Save button.

Agent Setup

1. In SmythOS, navigate to the templates tab.

2. You can scroll down to find the Zendesk Leads Manager Agent or simply search for it in the Search tab, then click the Remix button.

3. Allow the template to initialize and configure.

LLM Prompt Component Setup

1. Look for the Zendesk Personal Token component.

2. Click on the gear icon to open the settings, then input your Zendesk Token in the Prompt. Remember to click the check mark to save your configuration.

3. You’re all set!

Test the Agent

1. Open the ChatBot embodiment and click on the chat icon.

Create a Lead

1. Ask the agent to create a lead.

2. The agent will then ask for the following information.

3. Sample lead

   1. Smith
   2. Evergreen Solutions Inc.
   3. evergreen.com
   4. jsmith@gmail.com
   5. (555) 123-4567

4. The agent has successfully created the lead.

5. Now, let's verify your Zendesk dashboard to confirm the creation of the new lead.

Retrieve a Single Lead

1. Ask the agent to retrieve a single lead.

2. Provide the Lead ID that you want to retrieve.

   1. Sample

      1. 2190326053 (This is the lead ID for Smith - Evergreen Solutions)

3. Here’s the result!

Retrieve all Leads

1. Ask the agent to retrieve all leads. Currently, we have 4 leads in our sample account.

2. Here’s the result!

Update a Lead

1. Ask the agent to update a lead.

2. Let’s update Johnson’s information.

   1. Johnson’s old information.

      1. 2190325344
      2. Johnson
      3. FreshStart Services
      4. freshstartsvc.com
      5. johnson@freshstart.com
      6. (555) 555-7834

   2. Let’s update with the following new information.

      1. 2190325344
      2. Johnson
      3. Fresh Services
      4. fresh.com
      5. johnson@fresh.com
      6. (555) 555-7835

3. Here’s the result!

4. Now, let's check your Zendesk dashboard to confirm the update of Johnson's account.

Delete a Lead

1. Ask the agent to delete a lead.

2. For instance, let’s delete Smith - Evergreen Solutions - ID: 2190326053

3. Here’s the result!