# Zendesk Chat

Zendesk Chat is a live chat platform that lets support and sales teams talk to customers in real time on websites and apps. It tracks conversations, agent performance, routing rules, and visitor behavior all in one place. Connecting it to Coupler.io lets you pull that data into your reporting tools automatically.

## Why connect Zendesk Chat to Coupler.io?

* **Centralize support analytics** — combine chat data with CRM, helpdesk, or marketing data in one destination
* **Track agent performance** — export agent timelines, chat volumes, and department metrics without manual exports
* **Automate reporting** — send fresh data to Google Sheets, BigQuery, Looker Studio, or AI tools like ChatGPT or Gemini on a schedule
* **Combine multiple entities** — use Append or Join transformations to merge chats with agent data or department info in a single dataset

## Prerequisites

* A Zendesk Chat account (any plan)
* Access to generate an API token in Zendesk Chat
* Agent or Admin role (Admin recommended for full data access)

## Quick start

{% hint style="success" %}
Start with the **Chats** entity — it's the most data-rich and immediately useful for support performance reporting.
{% endhint %}

## How to connect

{% stepper %}
{% step %}
**Create a new data flow in Coupler.io.** Log in to your Coupler.io account, go to the Data Flows section, and click **Add data flow**. Search for and select **Zendesk Chat** as your source.
{% endstep %}

{% step %}
**Get your Zendesk Chat API token.** In Zendesk Chat, go to **Settings → Account → API**. Generate a new OAuth token or use your existing API credentials. Copy the token — you'll need it in the next step.
{% endstep %}

{% step %}
**Enter your API credentials in Coupler.io.** Paste your API token into the connection fields. You'll also need to provide your Zendesk Chat subdomain (the part before `.zendesk.com` in your URL).
{% endstep %}

{% step %}
**Select an entity.** Choose which data you want to import — for example, **Chats**, **Agents**, or **Agent timelines**. For the Chats and Agent timelines entities, use the date picker to set a start date for your data export.
{% endstep %}

{% step %}
**Choose a destination.** Select where you want your data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like Claude, ChatGPT, or Perplexity. Configure the destination settings as prompted.
{% endstep %}

{% step %}
**Run your data flow.** Click **Run** to execute a manual sync. Once it completes successfully, your Zendesk Chat data will appear in your chosen destination.
{% endstep %}
{% endstepper %}

## Available entities

| Entity           | Description                                |
| ---------------- | ------------------------------------------ |
| Accounts         | Account-level settings and configuration   |
| Agents           | Agent profiles and status information      |
| Agent timelines  | Activity logs and status changes per agent |
| Bans             | Blocked visitors and IP addresses          |
| Chats            | Full chat conversation records             |
| Departments      | Department definitions and assignments     |
| Goals            | Performance targets for chat teams         |
| Roles            | Role and permission definitions            |
| Routing settings | Chat assignment and routing configuration  |
| Shortcuts        | Saved message templates for agents         |
| Skills           | Agent skills used for routing              |
| Triggers         | Automated chat rules and conditions        |
