Skip to main content

Ordemio AI Agent Co-Pilot for Zendesk

How to install, connect, and use the AI Co-Pilot inside Zendesk tickets

D
Written by Dmitry
Updated over 2 months ago

What is Ordemio AI Agent Co-Pilot for Zendesk

The Ordemio AI Agent Co-Pilot brings the power of Ordemio’s AI support engine directly into your Zendesk workspace. It allows the AI to assist agents, draft or improve replies, and personalize responses — all without leaving the Zendesk ticket view. Once connected, the Co-Pilot becomes an embedded assistant in your ticket composer, helping you scale support speed and consistency while keeping every interaction traceable inside Zendesk.

💡 Business value:

  • Respond faster to common questions using AI-generated replies.

  • Improve tone and accuracy with one click.

  • Keep agents focused on complex cases while the Co-Pilot handles routine ones.


Install and Connect the Ordemio App

  1. In Zendesk, open:

    Admin Center → Apps and Integrations → Marketplace

  2. Search for “Ordemio AI Agent Co-Pilot” and click Install

  3. After installation, the app appears under:

    Admin Center → Apps and Integrations → Zendesk Support Apps

Now that the app is installed, it’s time to connect it to your Zendesk.

  1. Go to Support → Tickets and open any ticket.

  2. Click the Ordemio icon in the composer toolbar.

  3. Click Connect Account.

  4. Zendesk displays a permission window (user, ticket, webhook access). Click Allow.

  5. After authorization, you’ll receive an onboarding email with login credentials and direct link to your Ordemio Dashboard.

💡 Business value: Secure OAuth flow — no manual tokens or keys. You instantly get a linked Ordemio workspace ready for configuration.


Activate the Co-Pilot and Onboarding

  1. Refresh your Zendesk page.

  2. An onboarding sequence appears introducing your Co-Pilot’s capabilities.

  3. The final screen includes a “Go to Dashboard” button — this opens your Ordemio workspace.

From the Ordemio Dashboard, you can:

  • Set tone, style, and behavior for replies

  • Configure Actions and Workflows to automate tasks and enable personalized answers

  • Monitor message volume, AI-resolved tickets, and feedback in Chatlogs

💡 Business value: Admins immediately see where to fine-tune tone and track early performance before rollout.


Using the Co-Pilot in Zendesk Tickets

Navigate to Support → Tickets, open a ticket, and click the Ordemio icon in the composer toolbar.

The popup includes four elements:


1️⃣ Generate

Purpose: Create a complete reply from scratch, grounded in your connected knowledge.

How to use:

  • Open the Generate tab → click Generate Reply.

  • Optionally guide tone or length (“make concise,” “friendly tone,” “under 30 words”).

  • The AI Co-Pilot will draft a full response and insert it into the ticket composer as a draft message.

  • Review, edit, and send it manually once you’re satisfied

💡 Business value:

Instant, consistent responses for repetitive queries reduce handle time and smooth out quality across shifts.


2️⃣ Improve

Purpose: Refine or rewrite an existing draft.

How to use:

  • Open the Improve tab.

  • Write or paste your draft.

  • Click Improve Reply.

  • The Co-Pilot enhances tone, clarity, and structure, then inserts the updated version into your composer as a draft message.

💡 Business value:

Elevates quality and helps newer agents match your best-practice style.


3️⃣ Language

Purpose: Control reply language.

Behavior:

  • Default: Automatic — replies in the customer’s language.

  • Optional override: select a fixed language (e.g., English-only).

💡 Business value:

Localized replies where appropriate; policy-consistent language when required — no need to switch tools.


4️⃣ Options

Purpose: Access admin tools directly from Zendesk.

Typical actions: open your Ordemio dashboard, integration settings, or contact support.

💡 Business value:

Instant admin access for quick adjustments or troubleshooting without breaking agent flow.


Best Practices for Rollout

  • Start small — focus on FAQs and documentation questions first.

  • Use Improve during your first week to align tone and build trust.

  • Review early tickets in Chatlogs to identify gaps and refine docs.

  • Define escalation triggers clearly in the dashboard.

💡 Business value:

Tight early feedback loops = faster accuracy gains and smoother adoption.


Outcome

Your Ordemio AI Agent Co-Pilot is now active inside Zendesk.

Agents can generate or improve grounded replies within the composer, while admins control tone, workflows, and language policy in the Ordemio dashboard — enabling faster, consistent support with safe guardrails.

Did this answer your question?