To get started, visit https://console.nametag.co, enter your email address, and scan the QR code with your mobile phone. You authenticate to the Nametag console using Nametag itself, so you will go through the same ID verification flow as your users will.

Once you have logged into the Nametag console, click the Configure link in the top right. Then click the Request templates link in the menu on the left side. You'll see a Customer support request template ready for you. Click the 3 dots on the right side of that template to open up the actions menu, and then click Edit.

From here, you can configure the scopes and expiration time for your requests. Scopes are the specific data points that people are asked to provide during verification. Expiration time represents the amount of time that you will retain access to a user’s data after a request has been completed. Once you're done making edits, click Save template in the top right to save your changes. Different types of requests may ask for different sets of scopes or use different expiration times, so you can create as many request templates as you need.

Next, you'll need to create an API key. Click on the API keys menu item in the bottom left. Click Create new API key in the top right. In the dialog that pops up, enter "Zendesk integration" into the name field. Make sure you copy the API key before dismissing the dialog and save it somewhere; you will not be able to see it again.

Click on the Customization link in the left menu. Here you'll find your Environment ID. You'll need to store this value as well, which you'll need in step 8.

Now you're ready to set up the Zendesk app. If you haven't already, install the app from the Zendesk marketplace by clicking the Install button on this page.

Navigate to the Zendesk admin center, and then expand the Apps and Integrations item in the left side menu. Click Zendesk support apps. You should see a tile for the Nametag app you just installed.

Click the Nametag tile to configure your installation. From here, fill out the envID and nametagApiKey fields with the values obtained from steps 4 and 5. Then click Update to save your changes.

You're all set! Your agents should now be able to access the Nametag app in the apps sidebar for any ticket. If you need any help or have questions, you can reach us at help@nametag.co.