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Forest Admin

Connect your Zendesk tickets to Forest Admin data and actions.

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Support

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Forest Admin

About this app

Forest Admin is the ops orchestration layer for fintechs, where humans and AI agents run compliance and business operations together, across any supplier and any database. Your data never leaves your infrastructure.

This integration connects your Zendesk support tickets directly to Forest Admin. Without leaving a ticket, your support team can view linked customer records, search across your Forest Admin collections, and execute Smart Actions such as refunds or account updates — with permissions and audit trail fully enforced.

Features

  • View linked customer records in the ticket sidebar
  • Execute Smart Actions directly from tickets
  • Search across all your Forest Admin collections
  • Dynamic field rendering based on your schema
  • Respects Forest Admin role-based permissions
  • Full audit trail logged in Forest Admin

Data & privacy

This integration accesses your Forest Admin data in real time and does not store or replicate any data outside your infrastructure.

Details zur App

Installationsanweisungen

  1. Install the app from Zendesk Marketplace
  2. Go to Admin Center → Apps → Zendesk Support apps
  3. Configure your Forest Admin Server URL
  4. Each agent authenticates with their Forest Admin account
  5. Start viewing customer data and executing actions!

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