CRM Integration

Otera + Zendesk

Zendesk manages support tickets across channels, and Otera resolves them autonomously, handling cases end-to-end from submission through closure.

Overview

Zendesk centralizes customer support across email, chat, phone, and social channels for organizations of all sizes. The platform tracks tickets and routes them to agents, but support teams still review each ticket and determine resolutions. When Otera connects to Zendesk, autonomous decision agents handle that resolution layer and execute outcomes, enabling end-to-end ticket processing.

How It Works

Otera works alongside Zendesk, extending ticket management into autonomous, end-to-end resolution.

  • Access ticket data: Agents pull ticket details, customer history, and conversation context from Zendesk, building the full picture needed to understand and resolve each request.
  • Determine resolutions: Otera evaluates tickets against resolution patterns, knowledge base content, and customer context to identify the appropriate response, handling cases that would otherwise wait for agent review.
  • Resolve and close: Agents respond to customers, update ticket status, apply tags, and close resolved tickets, completing the support interaction without human involvement.
  • Escalate thoughtfully: When tickets involve conflicting information, frustrated customers, or situations requiring human empathy, Otera routes them with context so agents can verify approaches or engage effectively.
CUSTOMERS

Are you a Zendesk implementer?

Help your clients accelerate operational efficiency with autonomous operations.

CUSTOMERS

The Autonomous Era has already begun

+$300M
Profit
+30%
Opex Savings
"We’re running 90% autonomous ops across millions of claims, targeting $300M in profit as part of a broader 30-country transformation program."
Pieter Viljoen
Chief Data Officer
80%
STP
Zero
Backlog
"600,000 annual emails are now processed in a matter of seconds - if it had been 6 million, that would have been exactly the same thing."
François Goffinet
Chief Executive Officer

Pioneering secure Agentic Automation

Trusted by leading Fortune 500 companies, Otera delivers best-in-class cyber security, data privacy and user trust with extensive encryption and infrastructure protection.

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