> ## Documentation Index
> Fetch the complete documentation index at: https://docs.userplane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Help Desk Setup

> Connect Userplane to Intercom, Zendesk, or any help desk via the Chrome extension so your team can request recordings from inside tickets and conversations

Userplane integrates with Intercom, Zendesk, and Slack so your support agents can create recording links and view recordings without leaving their tools. If you use a different help desk, the [Chrome extension](/integrations/chrome-extension) provides the same core workflow alongside any browser-based tool.

## Choose your help desk

<CardGroup cols={2}>
  <Card title="Intercom" icon="message" href="#connect-intercom">
    Sidebar app, Cmd+K shortcuts, and macro support inside the Intercom inbox
  </Card>

  <Card title="Zendesk" icon="ticket" href="#connect-zendesk">
    Ticket sidebar, editor button, and top bar app inside Zendesk
  </Card>

  <Card title="Slack" icon="slack" href="#connect-slack">
    Slash command, message shortcuts, and App Home dashboard inside Slack
  </Card>

  <Card title="Chrome Extension" icon="puzzle-piece" href="#chrome-extension">
    Side panel for creating links and viewing recordings alongside any browser-based tool
  </Card>
</CardGroup>

## Connect Intercom

<Steps>
  <Step title="Open Integrations settings">
    Go to [Workspace Settings >
    Integrations](https://dash.userplane.io/_/settings?tab=integrations).

    <Frame caption="Open Integration settings">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/workspace/integrations/pending-connections.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=04ff5316aa2cf186a539c6f3dffef473" width="1920" height="959" data-path="media/workspace/integrations/pending-connections.png" />
    </Frame>
  </Step>

  <Step title="Click Connect Intercom">
    Click **Connect Intercom**. You'll be redirected to Intercom to authorize the connection.

    <Frame caption="Connect Intercom">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/workspace-settings/pre-connection-modal.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=fc92cf78d99526845c0d760300c078ba" width="1920" height="958" data-path="media/intercom/workspace-settings/pre-connection-modal.png" />
    </Frame>
  </Step>

  <Step title="Authorize">
    Userplane requests permissions to read conversations and manage the inbox sidebar app.

    <Frame caption="Intercom authorization">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-oauth/intercom-oauth-consent.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=1892900527def5bc2e576aed63768fad" width="1920" height="958" data-path="media/intercom/intercom-oauth/intercom-oauth-consent.png" />
    </Frame>
  </Step>

  <Step title="Done">
    After authorizing, you'll be redirected back to Userplane and the connection is active.

    <Frame caption="Intercom connected successfully">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-oauth/intercom-oauth-successful.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=08bffbcf756d26e16353f9873f5afcf0" width="1920" height="959" data-path="media/intercom/intercom-oauth/intercom-oauth-successful.png" />
    </Frame>
  </Step>
</Steps>

### What happens when you connect

* Userplane is installed in your **Intercom inbox**. Agents can create recording links and view recordings directly from conversations.
* **Intercom shortcuts** are added so agents can request recordings using `Cmd+K`.
* If Userplane isn't pinned to your sidebar, go to your Intercom inbox, select **Edit app**, and pin Userplane.

<Note>Only workspace **owners** and **admins** can manage the Intercom integration.</Note>

<Frame caption="Intercom connection active">
  <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/workspace-settings/post-connection-modal.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=a2a874323d6bf504e4cc250e3b9e2907" width="1920" height="958" data-path="media/intercom/workspace-settings/post-connection-modal.png" />
</Frame>

See [Intercom Integration](/integrations/intercom) for the full reference.

## Connect Zendesk

<Steps>
  <Step title="Install from the Zendesk Marketplace">
    Find Userplane in the [Zendesk Marketplace](https://www.zendesk.com/marketplace/apps/support/1229987/screen-recording-by-userplane/) and install it to your Zendesk account.

    <Frame caption="Connect Zendesk">
      <img src="https://mintcdn.com/userplane/egKmOMA4so9foWLy/media/zendesk/workspace-settings/pre-connection-modal.png?fit=max&auto=format&n=egKmOMA4so9foWLy&q=85&s=91671d54a766d6fb85092495c63110c5" width="1920" height="958" data-path="media/zendesk/workspace-settings/pre-connection-modal.png" />
    </Frame>
  </Step>

  <Step title="Open the Userplane app">
    Open any ticket in Zendesk. Click the **Userplane** app in the ticket sidebar.
  </Step>

  <Step title="Connect to Userplane">
    Click **Connect to Userplane**. You'll be redirected to authorize the connection and select your
    workspace.
  </Step>

  <Step title="Done">
    After authorization, the Userplane app is active across the ticket sidebar, ticket editor, and
    top bar.

    <Frame caption="Zendesk connection active">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/zendesk/workspace-settings/post-connection-modal.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=df3e16b30f9ebd74da4e20d8dcf3cd93" width="1920" height="958" data-path="media/zendesk/workspace-settings/post-connection-modal.png" />
    </Frame>
  </Step>
</Steps>

### What happens when you connect

* A **ticket sidebar app** appears in every ticket for creating links and viewing recordings.
  <Frame caption="Zendesk ticket sidebar app">
    <img src="https://mintcdn.com/userplane/egKmOMA4so9foWLy/media/zendesk/zendesk-app/sidebar/create-link-form.png?fit=max&auto=format&n=egKmOMA4so9foWLy&q=85&s=9d191afbcda23d0ff911398d50d6cb95" width="1920" height="956" data-path="media/zendesk/zendesk-app/sidebar/create-link-form.png" />
  </Frame>
* A **ticket editor button** is added to the reply toolbar for inserting links directly into drafts.
  <Frame caption="Zendesk ticket editor button">
    <img src="https://mintcdn.com/userplane/egKmOMA4so9foWLy/media/zendesk/zendesk-app/editor/create-link-form.png?fit=max&auto=format&n=egKmOMA4so9foWLy&q=85&s=39861d9625f03fa8c8b6d5a8c5d97952" width="1920" height="956" data-path="media/zendesk/zendesk-app/editor/create-link-form.png" />
  </Frame>
* A **top bar app** provides quick link creation from anywhere in Zendesk.
  <Frame caption="Zendesk top bar app">
    <img src="https://mintcdn.com/userplane/egKmOMA4so9foWLy/media/zendesk/zendesk-app/navbar/create-link-form.png?fit=max&auto=format&n=egKmOMA4so9foWLy&q=85&s=2b9bd6bb23a3e8eb1680f0de62b29cbd" width="1920" height="956" data-path="media/zendesk/zendesk-app/navbar/create-link-form.png" />
  </Frame>
* Tickets are automatically tagged with `userplane-recording-requested` when a link is created.
  <Frame caption="Zendesk ticket tagging`">
    <img src="https://mintcdn.com/userplane/egKmOMA4so9foWLy/media/zendesk/zendesk-app/sidebar/link-created-view.png?fit=max&auto=format&n=egKmOMA4so9foWLy&q=85&s=a0d660e134163f7bd3618f624d0bc5d4" width="1920" height="957" data-path="media/zendesk/zendesk-app/sidebar/link-created-view.png" />
  </Frame>
* **Internal notes** are posted to tickets when recordings arrive.

<Note>Only workspace **owners** and **admins** can authorize the Zendesk connection.</Note>

See [Zendesk Integration](/integrations/zendesk) for the full reference.

## Connect Slack

<Steps>
  <Step title="Open Integrations settings">
    Go to [Workspace Settings > Integrations](https://dash.userplane.io/_/settings?tab=integrations).

    <Frame caption="Integrations settings">
      <img src="https://mintcdn.com/userplane/oYgz4qon42ADp_DE/media/slack/workspace-settings/pre-connection-modal.png?fit=max&auto=format&n=oYgz4qon42ADp_DE&q=85&s=edf69f30f923f0cb71a223adb6116a45" width="1920" height="958" data-path="media/slack/workspace-settings/pre-connection-modal.png" />
    </Frame>
  </Step>

  <Step title="Click Connect Slack">
    Click **Connect Slack**. You'll be redirected to Slack to authorize the connection.
  </Step>

  <Step title="Authorize">
    Review the permissions and click **Allow**.

    <Frame caption="Slack authorization">
      <img src="https://mintcdn.com/userplane/oYgz4qon42ADp_DE/media/slack/oauth/slack-oauth-consent.png?fit=max&auto=format&n=oYgz4qon42ADp_DE&q=85&s=7a06bc9c5a3ccc2e2824ae49e568ddaa" width="1920" height="958" data-path="media/slack/oauth/slack-oauth-consent.png" />
    </Frame>
  </Step>

  <Step title="Done">
    After authorizing, you'll be redirected back to Userplane and the integration is active.

    <Frame caption="Slack integration connected">
      <img src="https://mintcdn.com/userplane/oYgz4qon42ADp_DE/media/slack/workspace-settings/post-connection-modal.png?fit=max&auto=format&n=oYgz4qon42ADp_DE&q=85&s=657f50926b5ae1fdc9e84b0a5acbd2e7" width="1920" height="957" data-path="media/slack/workspace-settings/post-connection-modal.png" />
    </Frame>
  </Step>
</Steps>

### What happens when you connect

* The `/userplane` slash command is registered in your Slack workspace. Agents can type it in any channel to create a recording link.
* A **message shortcut** is added so agents can right-click any Slack message to create a link in context.
* The **Userplane App Home** tab appears in Slack with a personal dashboard for each agent.
* Agents receive **DM notifications** when a recording arrives for a link they created from Slack. Any team member can also opt in to receive Slack DMs for all recordings via [notification preferences](/account/notifications).

<Note>Only workspace **owners** and **admins** can connect the Slack integration.</Note>

See [Slack Integration](/integrations/slack) for the full reference.

## Chrome Extension

If your team uses a help desk other than Intercom or Zendesk, install the Chrome extension to get the same recording link workflow from a browser side panel.

<Steps>
  <Step title="Install from the Chrome Web Store">
    Find **Userplane** in the [Chrome Web Store](https://chromewebstore.google.com/detail/request-screen-recording/bgmbeifpcfepegcjhjdbocjbecpfmakm) and click **Add to Chrome**. Pin the extension to
    your toolbar.

    <Frame caption="Pin the Userplane extension">
      <img src="https://mintcdn.com/userplane/8_FOZno9A0XwGdNH/media/extension/extension-pin-chrome-extension.png?fit=max&auto=format&n=8_FOZno9A0XwGdNH&q=85&s=e8c401b32dbf23071495dcd9a46c2f00" width="1502" height="1063" data-path="media/extension/extension-pin-chrome-extension.png" />
    </Frame>
  </Step>

  <Step title="Open the side panel">
    Click the **Userplane** icon in the toolbar. The side panel opens on the right side of your
    browser.
  </Step>

  <Step title="Sign in">
    Click **Sign in to continue**. You'll be redirected to the Userplane dashboard to authenticate.
    After signing in, return to the side panel and click **Refresh** if needed.

    <Frame caption="Extension sign-in prompt">
      <img src="https://mintcdn.com/userplane/8_FOZno9A0XwGdNH/media/extension/extension-sign-in-continue.png?fit=max&auto=format&n=8_FOZno9A0XwGdNH&q=85&s=ab00fac138567aa81d6673c1837aa602" width="1496" height="970" data-path="media/extension/extension-sign-in-continue.png" />
    </Frame>
  </Step>

  <Step title="Select your workspace">
    If you belong to multiple workspaces, select the one you want to use.

    <Frame caption="Workspace selector">
      <img src="https://mintcdn.com/userplane/8_FOZno9A0XwGdNH/media/extension/extension-setting-workspace-switcher.png?fit=max&auto=format&n=8_FOZno9A0XwGdNH&q=85&s=c60721df98626ddd49d69afa1b799997" width="1496" height="970" data-path="media/extension/extension-setting-workspace-switcher.png" />
    </Frame>
  </Step>
</Steps>

### What you get

* A **side panel** with tabs for Links, Recordings, Create, and Settings.
* **Keyboard shortcut** (`Cmd+Shift+Y` / `Ctrl+Shift+Y`) to create a link instantly.
* **Right-click context menus** for quick link creation.
* **Omnibox** — type `userplane` in the address bar to create a link with a reference.
* **Auto-populates** the link reference with the current tab URL (e.g., your ticket page).

<Frame caption="Extension side panel showing recording links">
  <img src="https://mintcdn.com/userplane/8_FOZno9A0XwGdNH/media/extension/extension-list-recording-link.png?fit=max&auto=format&n=8_FOZno9A0XwGdNH&q=85&s=deea5cc310dcf6cfe976ab80e8838e88" width="1496" height="968" data-path="media/extension/extension-list-recording-link.png" />
</Frame>

<Note>
  The Chrome extension works with any help desk. See [Other Help
  Desks](/integrations/other-helpdesks) for workflow tips.
</Note>

See [Chrome Extension Integration](/integrations/chrome-extension) for the full reference.

## Invite your team

Once connected, invite your help desk agents to your Userplane workspace so they can use the integration:

<Steps>
  <Step title="Enter email addresses">
    Enter the email addresses of the agents you want to invite.

    <Frame caption="Invite your help desk agents">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-oauth/post-onboarding-invite-teammates.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=d648d37cb1881be5ea76fd64a5f175c5" width="1920" height="959" data-path="media/intercom/intercom-oauth/post-onboarding-invite-teammates.png" />
    </Frame>
  </Step>

  <Step title="Select members to invite">
    Alternatively, go to [Workspace Settings > Team](https://dash.userplane.io/_/settings?tab=team) and click
    **Invite Member**.

    <Frame caption="Go to Team settings">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/workspace/team/team-list-roles.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=cc414af77695cab4bb1c88e261da33f8" width="1342" height="906" data-path="media/workspace/team/team-list-roles.png" />
    </Frame>
  </Step>

  <Step title="Send invitations">
    Invited users will receive an email invitation to join your workspace.
  </Step>

  <Step title="Optionally whitelist domains">
    Whitelist specific email domains to enable org-wide access. Approved users can use Userplane
    without individual invites.

    <Frame caption="Optionally whitelist domains">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/onboarding/post-onboarding-settings-preview.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=ec39fa6749f82a6d52e3c802a64cb954" width="1920" height="958" data-path="media/onboarding/post-onboarding-settings-preview.png" />
    </Frame>
  </Step>
</Steps>

<Tip>
  If you connected Intercom, you'll see recommendations from your Intercom admins when inviting
  members.
</Tip>

## Disconnect

1. Go to [Workspace Settings > Integrations](https://dash.userplane.io/_/settings?tab=integrations).
   <Frame caption="Go to Integration settings">
     <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/workspace/integrations/active-connections.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=c1f4d8e6c47fc743bd1b5684937ae477" width="1920" height="958" data-path="media/workspace/integrations/active-connections.png" />
   </Frame>
2. Click **Disconnect** next to the integration you want to remove.
   <Frame caption="Disconnect Zendesk Integration">
     <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/zendesk/workspace-settings/post-connection-modal.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=df3e16b30f9ebd74da4e20d8dcf3cd93" width="1920" height="958" data-path="media/zendesk/workspace-settings/post-connection-modal.png" />
   </Frame>
   <Frame caption="Disconnect Intercom Integration">
     <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/workspace-settings/post-connection-modal.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=a2a874323d6bf504e4cc250e3b9e2907" width="1920" height="958" data-path="media/intercom/workspace-settings/post-connection-modal.png" />
   </Frame>
   <Frame caption="Disconnect Slack Integration">
     <img src="https://mintcdn.com/userplane/oYgz4qon42ADp_DE/media/slack/workspace-settings/post-connection-modal.png?fit=max&auto=format&n=oYgz4qon42ADp_DE&q=85&s=657f50926b5ae1fdc9e84b0a5acbd2e7" width="1920" height="957" data-path="media/slack/workspace-settings/post-connection-modal.png" />
   </Frame>

<Note>
  Disconnecting removes the Userplane app from your help desk. Existing recordings and links are
  preserved.
</Note>

## Learn more

* [Intercom Integration](/integrations/intercom) — detailed overview of the Intercom integration.
* [Zendesk Integration](/integrations/zendesk) — detailed overview of the Zendesk integration.
* [Slack Integration](/integrations/slack) — detailed overview of the Slack integration.
* [Chrome Extension](/integrations/chrome-extension) — installation and overview of the Chrome extension.
* [Other Help Desks](/integrations/other-helpdesks) — use the Chrome extension alongside any help desk.
* [Roles & Permissions](/workspace/roles-permissions) — what each workspace role can do.
* [Domain Verification](/workspace/domain-verification) — enable branded recording links.
* [Team Management](/workspace/team-management) — manage workspace members and invites.