Add the YoCoBoard widget to Zendesk and track time spent on tickets

Zendesk is a popular customer relationship management software specializing in helpdesk support with a focus on resolving customer issues and questions via tickets. With the YoCoBoard-Zendesk Integration, you can add a YoCoBoard widget to your Zendesk Dashboard to clock the time that your agents spend in resolving tickets.

What you need:
A YoCoBoard account and a Zendesk account. If you don’t already have a YoCoBoard account, click here to get started.

Setting up the integration:

1. From inside your YoCoBoard web app’s dashboard, click on Integrations and choose the Zendesk integration card.
2. In the Zendesk details menu, click the Add YoCo Widget button.
3. This will take you to the YoCoBoard app listing in the Zendesk App directory. Click the Install Button.
4. In the Zendesk Sign in window, input the name of your Zendesk account and click the Log In button.
5. Next, enter the email address and password combination and then click the Sign In button to complete the installation.

How it works:

When working on resolving customer tickets, the YoCoBoard widget will appear in the right hand sidebar. Agents will have to input their username and password, and then click the Log In button.

The widget will not contain ticket-specific details and agents can clock in and clock out to record the time they spend working on that ticket.

If you have questions and need further assistance, please write to our support and we’d be happy to help!

Slack is a popular app for team chat and collaboration. When you create an integrate between your YoCoBoard account and a Slack team, your clock-in and clock-out data will be pushed automatically to the Slack channel of your choice.

Here’s how to set up the integration:

First, you’ll need to set up a Slack team if you don’t already have one.

Then, click on Integrations on your YoCoBoard menu. You’ll see some of integrations we offer. Check back in future for more–we’re adding them all the time!

Choose Slack by clicking on that box. Then, click on the green Add to Slack button.

In the window that pops up, enter the name of the Slack team you want to integrate with YoCoBoard and click Continue.

Next, you’ll probably want to set up a designated Slack channel to receive the time clock data pushed from YoCoBoard. Head over to Slack and use the “plus” icon under Channels to create one.

You’ll be prompted to name the channel and enter its purpose.

Once you’ve created your channel, you’ll see it in Slack in your list of channels.

Now go back to YoCoBoard and choose the Slack channel you just made as the one you’d like to integrate.

That’s about it! Now, whenever you clock in or clock out of YoCoBoard, an automatically generated message will appear in you Slack channel to let your team know.

If you have questions and need further assistance, please write to our support and we’d be happy to help!