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Setting Up SnapCall: Essential First Steps
Setting Up SnapCall: Essential First Steps
Alessandro Angioni avatar
Written by Alessandro Angioni
Updated over 2 weeks ago

SnapCall enhances customer interactions in Zendesk with advanced AI and video services. In just about an hour, you can activate your subscription, set up your team, and install SnapCall. From there, choose the best setup for your needs—media uploads, AI analysis, scheduled calls, or bot integration. Follow this guide to get started quickly and optimize your support workflow.

Activate Your Subscription

Once your account is created, make sure you have an active subscription. If you see "Free" in the top left corner of the screen, an upgrade is required. To proceed, contact SnapCall Support via the messaging widget or send us a direct message.

Add Your Team to SnapCall

To grant your team access to SnapCall’s Pro features, it's essential to add them to your workspace. Click here to go to the user management page and invite team members.

Install the SnapCall App in Zendesk

For seamless integration, install the SnapCall app in Zendesk by following the installation link here. Once installed, agents need to log in via the SnapCall pop-up in the top right corner of the Zendesk interface to access all features.

Configure SnapCall for Your Use Case

The next steps depend on how you plan to use SnapCall. Choose a setup that suits your needs:

  • Clip: Enable customers to upload media when they create a ticket in Zendesk. Follow this guide to get started. You can also alllow your customers to add a media only when the ticket is being updated by them, follow this guide to move forward.

  • Flow: Apply AI to media shared by customers. Follow this guide to set it up.

  • Scheduled Calls: Allow customers to schedule calls, with interactions automatically logged as tickets. Get started here.

  • Ultimate Bot Integration: Let customers upload media directly from the messaging widget. Follow this article to set it up.

  • Start a Video Call from the Messaging Widget: Learn how to enable video calls through the widget here.

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