guide · integrations
set up integrations
when the agent can't resolve something, it hands off — with the full transcript, detected pages, and user context already attached. connect your tools so nothing falls through the cracks.
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01
open integrations
go to your aside dashboard, select your workspace, and click the integrations tab. you'll see the three available connectors — jira, zendesk, and slack — each with an enable button and a status badge showing whether they're connected.
dashboard path
dashboard → your workspace → integrations
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02
connect jira
click connect next to jira. enter your jira domain (e.g.
yourco.atlassian.net), the email attached to your jira account, and an api token generated from id.atlassian.com . aside uses this to create tickets on handoff — the ticket body includes the full session transcript, page sequence, and user identity if set.jira domain
yourco.atlassian.net
email
you@yourco.com
api token
from id.atlassian.com/manage-profile/security/api-tokens
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03
connect zendesk
click connect next to zendesk. enter your zendesk subdomain, admin email, and api token from zendesk admin → apps & integrations → apis → zendesk api. aside creates a ticket when the agent can't resolve the issue, so your support team gets full context without asking the user to repeat themselves.
subdomain
yourco (from yourco.zendesk.com)
email
admin@yourco.com
api token
from zendesk admin → apis
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04
connect slack
click connect next to slack. paste a webhook url — you can create one in your slack workspace under api.slack.com/apps → incoming webhooks. aside sends two types of messages: a daily digest of session stats, and an immediate notification on every handoff with a link to the ticket.
webhook url
https://hooks.slack.com/services/...
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05
set up handoff routing
routing rules decide which integration receives a handoff based on the topic the agent detected. rules are evaluated in priority order — lowest number wins. a wildcard rule
*acts as a fallback. configure these in workspace settings → handoff routing.json
// example routing rules (configured in workspace settings) [ { "match": "billing", "destination": "zendesk", "priority": 1 }, { "match": "technical", "destination": "jira", "priority": 2 }, { "match": "*", "destination": "slack", "priority": 99 } ]match
keyword the agent detected in the session topic. use * to catch everything.
destination
jira, zendesk, or slack — must be a connected integration.
priority
lower number wins. set fallback rule at 99 or higher.
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06
test it
start a new session via the widget on your site. ask a question the agent can't resolve — something off-topic or requiring human judgment. the agent will say it's escalating and close the session. then check your connected tool: a ticket should appear within a few seconds with the full transcript attached. if it doesn't, verify that your api token has write access and the routing rule matches.
01
start a session
02
ask an unanswerable question
03
agent escalates
04
ticket appears in jira / zendesk
what's next