Integrating Yeastar PBX with Zendesk

Streamline Customer Support: Integrate Yeastar PBX with Zendesk

Integrating the Yeastar P-Series PBX with Zendesk connects phone systems and support workflows, reducing manual data entry and ensuring every customer interaction is tracked.

Key Features

1. Real-Time Zendesk Views

Four dedicated views help agents manage call activity:

• Inbound: Captures incoming calls and links caller details to customer records.
• Outbound: Tracks agent-initiated calls and records call details.
• Voicemails: Collects missed calls with recorded messages.
• Missed Calls: Lists unanswered calls without voicemails for follow-up.

2. Inbound Call Automation

• Screen pops: Displays caller information when a customer calls.
• Automatic tickets: Creates a Zendesk ticket after each call.
• Call details: Includes caller information, timestamps, and interaction data.

3. Click-to-Call

• Agents can call customers directly from Zendesk through the Yeastar Linkus Web Client.
• Completed calls automatically update tickets with direction, duration, timestamps, and recordings.

4. AI Transcription

Yeastar’s built-in AI converts call recordings into searchable text, helping agents and supervisors review conversations without replaying entire calls.

PBX Administration

Administrators retain control through the Yeastar PBX management portal:

• Call logs: Review inbound, outbound, and internal calls with status and trunk details.
• Voicemail and recordings: Play, export, and archive audio files.
• Synchronization: Keep PBX call data aligned with Zendesk records.

Why Integrate Yeastar with Zendesk?

• Faster responses: Screen pops provide immediate customer context.
• Fewer missed opportunities: Dedicated voicemail and missed-call views support timely follow-up.
• Simpler workflows: Click-to-call and automatic ticket creation reduce repetitive tasks.