Sweo for Zendesk tickets: FAQs

Updated over a week ago

Why is a conversation marked as "deflected" even though an agent was involved in Zendesk?

In Sweo, a conversation is marked as deflected when Sweo resolves it or automatically determines that no response is needed—usually because the incoming message has been flagged as junk or spam. This happens before any agent interaction takes place.

You might still see an agent assigned to the ticket in Zendesk, and they might have added internal notes or reassigned it, but if no public reply was sent and Sweo previously flagged the message as spam, the conversation will still be counted as deflected in Sweo’s reports.

Here’s how it works:

  • Sweo’s spam detection identifies certain messages as junk/spam and chooses not to respond.

  • This action marks the conversation as deflected in Sweo's reporting (e.g. the Custom Report).

  • However, Zendesk continues processing the ticket normally. That means:

    • Agents can be assigned.

    • Internal notes can be added.

    • The ticket can still go through your regular support workflows.

This setup allows Sweo to avoid engaging with potentially harmful or irrelevant content, while your team retains full visibility and control to review and handle anything that was flagged incorrectly.

I updated a Zendesk ticket field name, but it still shows the old name when building a workflow. How do I fix this?

If you’ve renamed a ticket field in Zendesk and the new name isn’t reflected in Sweo’s workflow builder, it’s likely because the integration needs to be manually re-synced.

To update the ticket field names:

  1. Go to Settings > Zendesk Integration in your Sweo workspace.

  2. Click on Topics.

  3. Click Re-sync.

  4. Refresh your browser afterward.

This will update the ticket field names across the Sweo platform, including the workflow builder, ensuring they reflect the most recent names from Zendesk.

Why aren’t Sweo’s conversation tags appearing in my Sweo Custom Report?

This is expected behavior. Conversation tags in your Sweo workspace are different from the tags Sweo applies in Zendesk.

When Sweo interacts with Zendesk tickets, it automatically applies specific tags in Zendesk to help with routing and reporting:

  • fin-involved – Added to any conversation assigned to Sweo.

  • fin-resolved – Added when Sweo resolves a ticket (either soft or hard resolution).

  • fin-soft-resolution – Indicates a resolution by Sweo that the customer hasn’t yet confirmed.

  • fin-hard-resolution – Replaces fin-soft-resolution when the customer confirms that Sweo’s answer helped.

  • fin-routed-to-team – Added when Sweo hands off the conversation to a human teammate.

However, these tags do not appear inside the Sweo workspace and therefore are not included in the “Conversation tag” filter within your Sweo Custom Report. Instead, tags visible in that section are only those you’ve manually created and applied within your Sweo workspace.

Your Sweo Custom Report does include breakdowns on involvement, resolution rates, and handoffs to the team, based on Sweo's behavior—just not based on Zendesk tags.

If you want to filter reports using tags like fin-involved or fin-resolved, you can do so directly in Zendesk’s reporting tools where those tags are applied and available.

Why is Sweo not sending a response when I send a test email even though the ticket is assigned to Sweo?

Important: Sweo is designed to respond only to tickets it’s currently assigned to. So if you see “Sweo isn’t responding,” it can be the intended behavior—something (usually a Zendesk trigger) may have assigned the ticket away from Sweo.

If your test tickets are being assigned to Sweo but you’re not seeing any response, the most likely reasons are either a missing step in your Zendesk workflow or a lack of relevant knowledge for Sweo to respond with.

Expect Processing Time

Sweo typically requires 30–60 seconds to generate a reply over email. Ensure you wait sufficient time after assigning the ticket to Sweo before investigating further.

Verification Steps

  1. Check the conversation events in your Sweo workspace to ensure that Sweo's processes were initiated.

  2. Ensure that the workspace is integrated with a supported platform, such as Zendesk. Unsupported integrations can bypass Sweo’s automation entirely.

Here are a few things to double-check:

  1. Assignment to Sweo: If the trigger is working and tickets are assigned to Sweo, that’s great. When this happens, Sweo should apply the fin-involved tag. If that tag isn’t appearing, it may indicate Sweo didn’t take action on the ticket.

  2. “Let Sweo answer” step: Sweo will only respond if your workflow explicitly includes the “Let Sweo answer” step. This is what signals Sweo to attempt a response on the ticket. Without this step, Sweo won’t reply even if the ticket is assigned correctly.

  3. Content access: If the setup is correct but Sweo still isn’t responding, it’s possible that Sweo doesn’t have relevant content available to answer the query. You can test this by sending a question you know is covered in your Help Center or Sweo knowledge base. Here’s our detailed setup guide for Zendesk, just in case: Sweo for Zendesk Tickets – Set Up

  4. Sweo assignment trigger is active and doing the assigning

    • In your Sweo workspace, go to Settings > Zendesk triggers for Sweo to review your triggers using the side-by-side diff view. This shows you the expected configuration versus the actual configuration in Zendesk, making it easy to spot if triggers are Inactive, changed, or misconfigured.

    • Alternatively, in Zendesk, review the Sweo-created triggers and look for anything Inactive, changed, or out of order.

    • Start with the trigger that assigns new tickets to Sweo (often named something like "Assign to Sweo") and confirm it's firing when new tickets are created.

  5. No other triggers are unassigning Sweo

    • Check your other Zendesk triggers/automations for actions that change Assignee (or otherwise move the ticket away from the Sweo agent) after it’s assigned to Sweo.

    • This includes “failsafe” or routing triggers that might be kicking in unexpectedly.

How do I switch my connected Zendesk subdomain after rebranding?

If your organization undergoes a rebranding and your Zendesk domain changes, you'll need to update your Sweo workspace to connect to the new Zendesk subdomain. Follow these steps:

  1. Pause Sweo on active channels: Ensure Sweo is paused in any live channels to avoid interruptions during the update.

  2. Go to deploy: Navigate to Deploy > Zendesk tickets.

  3. Connect to the new subdomain:

    • Under the "Connect to the Zendesk API" section, select Connect.

    • Enter the new subdomain (e.g., replacing the old domain with the new one).

    • Provide your Zendesk email and a new API token. You can generate a token by going to Zendesk’s Admin Center: Apps and integrations > APIs > Add API token.

  4. Complete the update: Click Connect to the Zendesk API to finalize the new integration.

Finally, review your Sweo workspace content:

  • Remove any imported or added content tied to the old Zendesk subdomain that is no longer relevant.

  • Add updated content associated with the new Zendesk domain.

By following these steps, you can seamlessly switch your Sweo workspace to a new Zendesk domain and maintain a consistent support experience.

Can I use Sweo to respond to direct emails sent to my support address?

Yes. If direct emails to support@example.com create tickets in Zendesk, Sweo can respond to them. Once a ticket is created—whether from a web form or a direct email—you can assign it to Sweo using the Let Sweo handle step in your workflow. Sweo will reply to the customer via email, using the same channel the ticket originated from.

What happens to triggers configured for Sweo in Zendesk when I disconnect and reconnect the Zendesk API for troubleshooting?

If you recently disconnected/reconnected Zendesk, Sweo will recreate its required triggers—so it’s worth re-checking which triggers are active and whether any customizations were overwritten or duplicated.

What happens during disconnect and reconnect

  • Sweo creates Zendesk triggers as part of the integration setup. These include triggers for assignment, conversation updates, resolution, and failsafe actions.

  • Reconnecting the API recreates Sweo’s Zendesk triggers. During reconnection, Sweo will prompt you to select the Zendesk agent identity and will (re)create the required triggers in Zendesk.

  • Customized triggers may be affected. If you previously customized Sweo's default Zendesk triggers, they may be overwritten or duplicated during reconnection. After reconnecting, go to Settings > Zendesk triggers for Sweo to review your triggers using the side-by-side diff view. This shows you the expected configuration versus the actual configuration in Zendesk, making it easy to identify changes and reapply any customizations if needed.

  • OAuth may be required when reconnecting. Zendesk is deprecating API token authentication. If you haven’t already switched to OAuth, reconnection will require OAuth, and a persistent banner will appear in your Sweo workspace until OAuth is enabled.

  • Sweo workflows are preserved. Disconnecting and reconnecting the Zendesk API does not delete or reset your Sweo workflows. As a best practice, document your workflow configuration before making changes.

  • Zendesk triggers are managed in Zendesk, not Sweo. If you have additional Zendesk triggers or automations that interact with Sweo, you should double-check their status after reconnecting.

Best practices

  • Pause Sweo on active channels before disconnecting to avoid unexpected ticket handling.

  • Review and test Zendesk triggers after reconnecting to ensure assignment, resolution, and failsafe behavior work as expected. Use the side-by-side diff view in Settings > Zendesk triggers for Sweo to quickly verify that all triggers match the expected configuration.

  • Watch for dependency issues in Zendesk. If you encounter errors when disconnecting (for example, due to trigger dependencies), you may need to adjust or reorder Zendesk triggers or integrations before reconnecting.

How can I troubleshoot Sweo not responding to Zendesk tickets or follow-ups?

Common scenarios where Sweo might not respond

  1. Sweo doesn’t reply to follow-up comments on solved tickets

    If Sweo doesn’t reply to follow-up comments on tickets marked as "solved," ensure the following:

    • Check the follow-up comment type: Sweo only replies to public-facing comments. If comments are marked as private/internal (common when the message is sent from an agent email address linked to Zendesk), Sweo won't respond. Test the scenario using a non-agent email to ensure comments are public.

    • Verify Zendesk triggers: Ensure that the Zendesk trigger designed to notify Sweo about updates applies even when the ticket status is "solved." Additionally, confirm that Sweo remains assigned to the ticket after it is marked solved.

  2. Sweo doesn’t respond to assigned tickets

    If a ticket is assigned to Sweo, but no response is provided, check the following:

    • Active Zendesk triggers: Ensure the trigger "When there are updates to a conversation that Sweo is assigned to, notify Sweo" is active. Without this trigger, Sweo won’t be updated about changes in the ticket, even if it remains assigned.

    • Required Sweo triggers: Verify any other necessary Sweo triggers are active, such as those for assigning new tickets to Sweo.

How can I ensure the company name appears in Zendesk tickets created from Sweo conversations?

The Company Name in a Zendesk ticket is populated using a variable in the Sweo workflow configuration. However, this variable can only pull the name if the User involved in the conversation is associated with a Company in Sweo. If no such association exists, the Company Name field will instead display a fallback value, if a fallback has been configured.

To make sure the Company Name appears in the Zendesk tickets generated:

  1. Associate the User with a Company in Sweo: Before or during the conversation, check whether the User is associated with a Company in the Sweo system.

  2. Verify Workflow Configuration: Ensure that the Sweo workflow uses the Company Name variable appropriately to populate the desired Zendesk ticket field, such as the Subject.

  3. Fallback Value Usage: Keep in mind that if no User-Company association exists, the workflow will insert the pre-configured fallback value into the ticket field instead of the actual Company Name. Configure this fallback value appropriately to avoid confusion.

How do I fix an error message when handing off a new Zendesk ticket?

If you’re seeing an error similar to below:

"Failed to handoff to new Zendesk ticket.

Intercom error details:

Intercom Request ID: 00593v4q2hugigda4ptg

Intercom Job ID: vmulk01gct

An error has occurred. Please contact Intercom support."

Please check if you have any IP restrictions in place, as this is usually the cause of these issues. If you do, there are two options to resolve this:

  1. You can remove the restrictions, or

  2. You can add our public IPs to your allowlist:

    1. US: 34.231.68.152, 34.197.76.213, 35.171.78.91, 35.169.138.21, 52.70.27.159, 52.44.63.161

    2. ​Europe: 54.217.125.63, 54.246.173.113, 54.216.9.3

    3. ​Australia: 52.63.36.185, 3.104.68.152, 52.64.2.165

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