Zendesk

The ticket doesn't need a new tab. It needs your data.

Zendesk holds the conversation. Forest holds the case: the record, the KYC status, the transaction, the Smart Action. The app puts that inside the ticket sidebar instead of sending the agent to a second screen.

Zendesk shows the ticket. Forest decides what the agent can do with it.

Every field an agent sees and every action they trigger from the sidebar passes through their Forest role first. No separate permission model to build inside Zendesk. The same role, the same audit trail, applied automatically on every ticket.

One login. One role. Two surfaces.

An agent signs in once, with their own Forest account. Whatever their Forest role allows in the back-office is exactly what they get in the ticket sidebar — no Zendesk-specific permission model to configure and let drift out of sync.

Same rules for the sidebar and the back-office.

Every action triggered from the sidebar logs to the same audit trail as the rest of Forest. Nothing Zendesk-specific to reconcile at audit time.

The channel changes. The record of what happened doesn't.