Install the AptEdge Zendesk App

Follow these steps to integrate AptEdge with your Zendesk Support instance.

You must configure the AptEdge widget with your instance domain and API token.

Phase 1: Retrieve Your Credentials

Before heading to Zendesk, you need to grab your "keys to the kingdom" from within the AptEdge platform.

1. Log in to your AptEdge instance: https://<your_instance_name>.aptedge.io/settings/apps

2. Locate your App configuration.
   

3. Copy the following values:

   Base URL → AptEdge Domain

   Token → AptEdge Token

   ⚠️ If installing for the first time, generate a new token.
   ⚠️ If re-installing, do NOT regenerate the token unless necessary—this will break existing integrations.

Phase 2: Install from Zendesk Marketplace

1. Navigate to Apps: In the Zendesk Admin Center, go to Apps and integrations > Zendesk Support apps.

2. Open Marketplace: Click the Marketplace button in the top right.

3. Find AptEdge: Search for “AptEdge”, select the app, and click Install.

Phase 3: Configuration & Access Control

Once you click install, you will be taken to the Settings page. Fill in the following:

• AptEdge Base URL: Paste the Domain you copied in Phase 1.

  • Note: Do not include https:// (e.g., use acme.aptedge.io, not https://acme.aptedge.io).

• AptEdge Token: Paste the API token retrieved in Phase 1.

Restrict Access (Optional)

Before finalizing, scroll down to manage which team members can see the AptEdge sidebar:

• Enable role restrictions: Select specific roles (e.g., Agent, Admin) that require the tool.

• Enable group restrictions: Select specific teams (e.g., Tier 2 Support) to limit visibility further.

  

Phase 4: Finalize

Click Install. The AptEdge widget will now appear in the right-hand sidebar of your Zendesk tickets for all authorized users.