Integration Type: OAuth 2.0, Organization-Level
Setup Time: ~5 minutes
Required Role: Zendesk Administrator
Setup Time: ~5 minutes
Required Role: Zendesk Administrator
Prerequisites
- An active Zendesk account with Help Center enabled
- Administrator permissions in Zendesk
- Organization administrator access in Cora.ai
Setup Steps
1
Initiate Connection
- Log into Cora.ai as an organization administrator
- Navigate to Settings → Organization Settings → Integrations
- Locate the Zendesk integration card
- Click the Connect button
2
Authorize in Zendesk
- You will be redirected to Zendesk’s authorization screen
- Log in with your Zendesk administrator credentials if prompted
- Review the permissions Cora.ai is requesting
- Click Allow to grant access
3
Confirm Connection
- You will be redirected back to Cora.ai
- The Zendesk integration card will show Connected status
- Your name and the connection date will appear on the card
4
Add Zendesk as a Knowledge Source
After connecting the integration, add your Help Center articles to Cora’s knowledge base:
- Navigate to Knowledge in the left sidebar
- Click Add Knowledge Source
- Select Zendesk Help Center
- Confirm to begin indexing
5
Enable Lifecycle Events
Track events across your customer lifecycle, from onboarding and renewals to upsells, expansion, and churn risk, so your team never misses a key moment.For Zendesk, Cora watches your public support ticket threads, including each ticket’s subject, status, priority, and customer-visible replies. Internal agent notes and satisfaction ratings (CSAT) are not used.
- Click the connected Zendesk integration card to open the settings panel
- Under Lifecycle Events, toggle the switch on
- Click Save
What Cora.ai Accesses
Once connected, Cora.ai can access:- Help Center articles — All published articles including titles, body content, and metadata (when added as a knowledge source)
- Tickets — AI agents can search and retrieve support tickets by status, priority, requester, subject, and other fields
Disconnecting
To disconnect Zendesk:- Open the Zendesk integration card in Cora
- Click Disconnect
- Confirm the disconnection