Worknet can be ready in 30–60 minutes, following these steps .
Identify knowledge and data sources
Each data source requires an authentication key. Supported data sources include:
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- Knowledge Base: Examples include: Salesforce, Zendesk, Confluence, Jira, and Notion.
- Customer and operational data: Examples include: Snowflake, Datadog, and Segment -
Agent assist for Salesforce or Zendesk
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- Install Worknet in Salesforce or Zendesk – Worknet apps are available on the Salesforce AppExchange and Zendesk Marketplace, respectively.
- Invite internal users and define roles.
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End user assist (Chatbot) in app experience
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- Embed the Worknet widget in your web experience – Requires adding a couple of JS lines.
- Define the end-user authentication method – Supports all major Identity Providers (IdP), including Okta, Auth0, and Ping.
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