How do you integrate Agent Assist with CRM and helpdesk software?

Integrating an Agent Assist solution with CRM and helpdesk software involves using APIs or middleware to enable real-time data exchange between platforms. This allows the assist tool to pull customer history, suggest contextual responses, and log interactions automatically. Seamless integration enhances agent workflows by reducing manual tasks and improving personalization. Most modern Agent Assist solutions are compatible with tools like Salesforce, Zendesk, and HubSpot. Choosing a provider that offers customizable integrations ensures better alignment with your existing tech stack.
 
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