Before starting the installation, please ensure that you are a Zendesk Admin for the instance and already have an Unbabel Customer Portal account created and validated.
It is also important that, should you be using any sort of IP restrictions or filtering in the instance, that you allow the Unbabel IPs before starting the installation. Check with your LangOps manager how to obtain them.
Let’s get it on
4- Open an existing ticket and find the Unbabel applet on the right
5- Click on Get Started.
6- You’ll be prompted to login with your Unbabel Portal credentials. If you are not able to login, you may either (1) not have a valid Portal account (2) be using the wrong credentials (3) have a different problem with the account. Check this article to attempt a fix.
Note: at this stage, you should have the credentials ready but not be logged in to the Portal.
8- The system will count the number of agents available on the CRM. You can authorize all agents to use Unbabel. Agent authorizations can be changed and managed later as well.
10- Click “Start using Unbabel” to complete the process.
We’ll take you back to the ticket where you first started and your setup is completed!
PS. If you have any IP restrictions on please inform your LangOps Specialist.
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