<% user.full_name %>
<% util.level ? util.level.title : '' %>
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Points
<% user.points ? user.points.toLocaleString() : 0 %>
Badges
<% util.badgeCount %>
Streaks
Congratulations You've <% util.newestBadge.isCurriculum ? 'completed' : 'earned' %> the
<% util.newestBadge.title %> <% util.newestBadge.isCurriculum ? 'curriculum' : 'badge' %>!
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<% util.level ? util.level.title : '' %>
<% util.level ? util.level.points : '' %>
<% util.nextLevel ? util.nextLevel.title : '' %>
<% util.nextLevel ? util.nextLevel.points : '' %>
Level up! <% util.levelPointsRemaining %> points to go
Level up! <% util.levelPointsRemaining %> points to go
Badges
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<% util.expandBadges ? 'Less' : 'More' %>
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Guide
Zendesk Integration with Yext Chat
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Introduction
Introduction
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Completed 1
Step 1
Create a Conversation Integration in Zendesk
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Completed 2
Step 2
Create a Yext Chat Goal to Trigger Live-Agent Handoff
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Completed 3
Step 3
Provide Zendesk Webhook Credentials
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Completed 4
Step 4
Conditional Handoff Features (Optional)
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Next Steps
Reviewing Agent Handoff Requests in the Response Logs
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Step 2: Create a Yext Chat Goal to Trigger Live-Agent Handoff

  1. In the Yext platform, go to your chat bot by navigating to Chat > Your Bot. If you don’t have a bot, you should create one first.

  2. Navigate to the Goals screen and create a goal with a handoff step that will trigger the live-agent handoff process. Your goal settings could look like the following:

    • Template: No Template
    • Goal: Speak to a Live Agent
    • Goal ID: live-agent
    • Example Phrases: “I want to talk to an agent”
      • Customize what example phrases would trigger the handoff

  3. Within the goal, click +Add Instruction.

  4. Fill out the Add/ Edit an instruction modal:

    • Instruction: This could say something like “Reply to the user that you are getting them in touch with an agent”
    • Action: Agent Handoff
    • Integration Type: Zendesk

Live Agent instruction with a live agent goal

<% elem.innerText %>