Nieuw
SalesCloser AI
See the AI sales call summary and lead status for each ticket requester.
Werkt met
Support
Ontwikkelaar
SalesCloser AI
About this app
About SalesCloser AI
SalesCloser AI builds AI sales agents that take live voice and video calls with your prospects 24/7. Each agent answers questions, runs the demo, qualifies the lead and books the next step, so your team spends its time on buyers who are ready.
What the app does
SalesCloser AI puts the result of every AI sales conversation next to the ticket. When an agent opens a ticket, the sidebar finds the requester in your SalesCloser workspace by email address and shows:
The lead status: Qualified, Disqualified or in progress
The qualification answers that the AI agent collected
A short summary of the latest call and the agreed next steps
Whether the lead reached your conversion step, such as a booked meeting
A link that opens the full lead record in SalesCloser
Why support and sales teams use it
No tab switching: the sales context is in the ticket
Faster, better answers: agents see what the customer already discussed
Read-only and safe: the app never changes your Zendesk data
Data and privacy
Data the app reads: the email address of the ticket requester. It reads no other ticket, user or organization data.
Where the data goes: the email address goes over HTTPS, through the Zendesk secure proxy, to app.salescloser.ai. SalesCloser uses it only to find the matching lead. The app saves no ticket data.
Data the app shows: lead data that already exists in your own SalesCloser workspace. A lookup never searches other SalesCloser customers.
Access: a Zendesk admin authorizes the app one time with OAuth. The app gets read-only access to leads (scope leads:read). Zendesk stores the access token on its servers, and agents and browsers never see it.
Disconnect at any time: uninstall the app in Zendesk Admin Center to stop all access.
Read how we collect, use and protect data in our Privacy Policy and on our Security page.
Requirements
A SalesCloser AI account
A Zendesk admin to install the app
Questions? Email support@salescloser.ai.
Informatie over app
Installatie-instructies
Before you start
You must be a Zendesk admin.
You must have a SalesCloser AI account. The sidebar shows leads from the SalesCloser workspace of the person who signs in during the installation.
Install the app
In the Zendesk Marketplace, open the SalesCloser AI listing and click Install.
Select the Zendesk account where you want to install the app.
On the installation page, find the SalesCloser account setting. This is the only setting the app needs.
In the SalesCloser account setting, click Sign in.
In the window that opens, sign in to SalesCloser AI.
Read the permission screen and click Authorize. The app gets read-only access to your leads.
Optional: under Enable role restrictions or Enable group restrictions, select the roles or groups that can see the app.
Click Install.
Make sure that you complete the sign-in (steps 4 to 6) before you click Install.
Use the app
In Zendesk Support, open a ticket.
In the right sidebar, click the Apps icon.
Find the SalesCloser AI panel. It shows the qualification summary for the ticket requester.
If the panel says that there is no SalesCloser record, make sure that the requester email address is the same as the lead email address in SalesCloser.
Change the SalesCloser account
The sign-in is saved when you install the app. To connect a different SalesCloser account, uninstall the app and install it again. An app update does not change the account.
In Admin Center, click Apps and integrations, then click Apps > Zendesk Support apps.
Find SalesCloser AI, click the options menu, and click Uninstall.
Do the steps in Install the app again.
Help
Email support@salescloser.ai.
Laat een beoordeling achter
Deel je ervaring met de rest van de Zendesk-community