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Send Self-Service

Share with your customers: • Digital forms • Interactive flows • Self-service tasks All without leaving Zendesk.

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CallVu is a leading provider of digital customer engagement solutions.

This Send Self-Service app for Zendesk streamlines customer interactions by enabling agents to instantly share secure digital forms, interactive flows, and self-service tasks directly within tickets.

Key benefits include:

• Reduced handle time

• Improved data accuracy

• Seamless customer authentication

• Consistent omnichannel experience

All while maintaining the security and compliance standards your business requires. The integration eliminates the need to switch between applications, allowing agents to focus on delivering exceptional customer service.

Installationsanweisungen

Prerequisites:

• An active CallVu Studio account. To get started:

  1. Visit https://studio.callvu.net/callvu-studio/home

  2. Sign in to CallVu Studio

  3. Create and publish at least one form

• Ensure you have at least one published form in your account

Installation Steps:

  • Install the Send Self-Service app from the Zendesk Marketplace
  • • Your published forms will appear automatically

    Troubleshooting:

    • If forms don't appear, verify your forms are published in CallVu Studio.

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