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Zendesk · Integration
PaperOffice AI for Zendesk
Read invoices and documents from Zendesk ticket attachments with OCR and document AI, and add the result as an internal note.
Coming soonBuilt and not yet published in the store. This page describes how it will work.
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Features
What it does
- Adds a PaperOffice AI app to the ticket sidebar. Agents choose an attachment of the ticket.
- Stores the attachment in your PaperOffice AI workspace.
- Extracts supplier, invoice number, dates, amounts, VAT and bank details, and checks them.
- Adds the result as an internal note, using the agent's own Zendesk permissions. If the agent may not change the ticket, Zendesk refuses the note.
- Reads only the attachment you choose, and only when you click the button.
- Interface texts are included for 21 languages.
Document processing (OCR, extraction, classification) runs on PaperOffice's own hardware in its own data center in Navarra, Spain (EU), without external AI providers.
Limits: files larger than 80 MB are rejected. A note under the button states that each extraction is billed to your PaperOffice AI account.
Setup
Set up in a few steps
- Install the app in Zendesk once it is available.
- In PaperOffice AI, create a User token (po_ut_…) under Account → API and enter it in the app settings. It is stored as a secure setting.
- Only if your Zendesk requires sign-in to download attachments: create a Zendesk API token and enter it with the e-mail address of its owner. It is used only to download attachment links an agent already sees.
- Open a ticket and choose an attachment in the sidebar.
- Start the extraction and review the internal note.
FAQ
Questions and answers
Is the app available yet?
Not yet. It is built and has not been tested against a live Zendesk account. PaperOffice AI is an independent product and is not affiliated with Zendesk.
Does the app read my tickets?
The service does not read tickets and writes nothing to Zendesk by itself. Attachments and the note go through the agent's own Zendesk session.
What does it cost?
No specific plan is required. Usage is billed to your PaperOffice AI account as usual.
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