Integrating data and actions with your ticketing system

Now let's make the newly created actions displayed in the side panel next to your ticketing system. If you don't use Zendesk, Intercom or Crisp to manage tickets, you can skip this part and move to the next module.

We know that switching between tools is a major bottleneck for customer support teams. If you use a ticketing system, most likely to access your customer data and business workflows (e.g. to cancel a credit card, apply a promo code, block a user, etc. - as described in the previous module) you need to log in to another tool, search for a user, take an action, and go back to the ticketing system.

With Forest Assist, a new product from Forest Admin, it is no longer necessary.

How to get started:

1. Go to Chrome Web Store and install the Forest Assist Chrome extension.

2. Once installed, log in to your Forest Admin project.

3. Map the relevant Collection - it needs to be done only once. For example, if your customer data is displayed in the collection Users, pick this one.

4. That's it, Forest Assist is fully configured! Users are automatically synchronised with your tickets in Zendesk, Intercom, or Crisp and you can start closing tickets faster.

Watch this video to see it in action 👇