Install a Search Client in Zendesk Console

Find tickets faster in Zendesk Console. This article walks you through the process of installing a SearchUnify search client in Zendesk Console.

Prerequisites

• Create a Zendesk content source; the instructions are on Use Zendesk As a Content Source
• Create a Zendesk search client in SearchUnify and download it
  

Installation

1. Log into Zendesk and click

   

2. Using the link, go to the Admin Center.

   

3. Open Apps and Integrations. Go to Zendesk Support Apps > Private Apps.

   

4. Click Upload Private App.

   

5. Enter an App Name and upload the Zendesk Console search client using Choose File. Click Upload.

   

6. A pop-up will appear. Confirm Upload.

   

7. Set up Role restrictions and Group restrictions and click Install. Setting up Role and Group restrictions is optional.

   

8. The installation was successful if you can spot the search client under the Currently Installed tab.

   

Usage

To use the search client, first open a ticket in Zendesk Console and then launch SearchUnify from Apps. You will see results related to the opened ticket.

Using Attach to Ticket, you can insert a knowledge article into your reply.

The article is linked as a case.