Hi everyone,
I'm working on a Zendesk integration and I need some help structuring the HITL (Human In The Loop) handoff.
Current Workflow: Before reaching the Start HITL card, I ask the user for their Name and Email. I have these stored as variables in my bot.
My Questions:
Variable Passing: How can I correctly pass these variables into the Start HITL card so that when the ticket is created in Zendesk, it automatically populates the user's name and email in the ticket details? I want to ensure the agent can identify the user immediately.
Cross-Channel Identification: I need to ensure that if a customer starts a conversation from a different channel (e.g., WhatsApp vs. Webchat), Zendesk recognizes them by their email.
If the email matches an existing record, I want the ticket to be associated with that same user instead of creating a duplicate contact.