Migrating from setNotes API - Frequently asked questions
Frequently asked questions
What are the migration options for Zendesk Chat setNotes/appendNotes API?
Zendesk offers several migration options for the setNotes/appendNotes API. You can use Chat visitor tags, the Chat REST API, or develop a public or private Chat app. Each option requires different levels of developer skills and may suit different…
How can I use Chat visitor tags as an alternative to setNotes?
Chat visitor tags can replace the setNotes API by storing user details for segmentation in reports. Tags can be applied via the JavaScript API or Chat triggers, requiring basic web developer knowledge. This method allows you to search previous…
What is the Chat REST API and how can it replace setNotes?
The Chat REST API allows you to update and display notes in the Chat Dashboard in real-time. It can be called from server-side apps or client-side JavaScript, but requires implementing an OAuth flow for authentication. This option is suitable for…
Can I use a public Chat app to migrate from setNotes?
Yes, if you have customer data in a third-party provider, you can use existing CRM public apps like Sugar CRM, SuiteCRM, Shopify, or Chargedesk. This requires a Support + Chat paid plan and is ideal for integrating external data into Zendesk…
How do I create a private Chat app for migrating from setNotes?
Creating a private Chat app involves using the Zendesk App Framework to add custom functionality to the Chat Dashboard. This requires engineering skills to set up a web app that interacts with the Zendesk API, enriching the Chat Dashboard with…
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