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Documentation
Self-hosting
Overview
Introduction
Key concepts
Get Started
Create an Agent
Overview
Agent configurations
Knowledge Integrations
Overview
Integrations
Agent Tools
Overview
Create tool
Workflows
Overview
Build a workflow
Examples
Best practices
Testing
Guidelines
Agent guidelines
Deploying Duckie
Workspaces
Slack
Zendesk
Intercom
Discord
Web widget
Monitoring
Monitoring
Settings
Settings
Resources
Support
On this page
Setup Steps
1. Choose Zendesk as the workspace
2. Grant Duckie an Agent Role
3. Paste in Zendesk Url
3. Configure Duckie’s response behavior
4. Connect Knowledge Sources and Agent Tools
5. Finalize Setup
Escalation
FAQ
I only want Duckie to respond to certain tickets/customer groups, how do I do that?
How do I edit a Duckie agent’s configuration?
Workspaces
Zendesk
Setup Steps
Check out this
loom video
for a complete walkthrough (4 min).
1. Choose Zendesk as the workspace
Go to
app.duckie.ai
and click
“Add Duckie”
.
Click
“Choose a workspace”
and select Zendesk
An
“Authorize Zendesk”
modal will appear.
2. Grant Duckie an Agent Role
Go to your Zendesk Admin Center and create a new Team Member with an
Agent
role.
Light Agent
(only respond as suggestions/internal notes).
Agent
(can respond directly to customers or as suggestions/internal notes).
3. Paste in Zendesk Url
Go back to
app.duckie.ai
and paste in your Zendesk URL.
3. Configure Duckie’s response behavior
Follow
Setup & Configuration
instructions to configure Duckie’s response behavior.
If you toggle
“Auto-respond”
on, Duckie will reply to customers automatically.
If you toggle
“Auto-respond”
off, Duckie will come up with responses as
internal notes
for the support team to review before sending them to customers.
4. Connect Knowledge Sources and Agent Tools
Follow
Connect Knowledge Sources
and
Connect Agent Tools
instructions to connect Duckie to your knowledge sources and agent tools.
5. Finalize Setup
Click
“Create”
.
Duckie will start processing the knowledge sources (30 mins - 2 hours).
You’ll receive a
notification via email
once Duckie is ready to go!
Escalation
If Duckie cannot resolve a question, it will escalate the issue to the
Primary contact
via an
internal note
and provide a
summary of the issue
.
FAQ
I only want Duckie to respond to certain tickets/customer groups, how do I do that?
You can create
triggers
in Zendesk to route certain tickets to Duckie.
How do I edit a Duckie agent’s configuration?
You can edit the agent’s configuration in the webapp by clicking on the agent’s card.
Slack
Intercom
Assistant
Responses are generated using AI and may contain mistakes.