First you enable user profiles and events in Admin Center, and then you select which profiles and events to include in the customer context interface.
To enable user profiles and events in Admin Center, choices are:
-
Zendesk events
With Zendesk events, data flows from Zendesk products into Sunshine events. This data includes user profiles and certain interaction events from Support, Guide, and Talk. For example, you can give your agents visibility into the articles a customer has viewed on your helpcenter, so agents don't repeat troubleshooting steps a customer has already taken. Note that Guide events are included natively, but Support and Talk events must be enabled. -
Custom events and profiles
With our Event Manager Pro app, you can use events to build a timeline of your customers’ interactions from any source and you can use profiles to create a single view of a customer across all of your external systems.
For our Event Manager Pro app to work you need to enable both Custom Events and Profiles.
Enable user profiles
- In Admin Center, click the People icon () in the sidebar, then select Configuration > Profiles.
- To enable data coming from the Profiles API, click Get started.
- Save your changes
Enable user events
- In Admin Center, click the People icon () in the sidebar, then select Configuration > Event setup.
- To include Zendesk events, check the box for Zendesk events.
- To enable data coming from the Events API, click Get started.
- Then save the changes
Articles in this section
- What is the Event Manager Pro about?
- Introduction to Event Manager PRO
- Requirements and Limitations
- Privacy Policy for the Event Manager Pro
- Enabling Zendesk Events
- Create a new Event Type (as an admin)
- Create a new Event Type (via API)
- Edit Event Types (as an admin)
- Hiding Events Types (as an admin)
- Deleting Event Types (as an admin)