Agent Workspace: Keep content from internal note if changing to public reply

Hi All,

I’m an independent Zendesk app developer, and after seeing all this feedback about being able to easily maintain content between internal notes and public replies, I decided to build out this feature into a Zendesk app. We have recently launched an updated version of our Drafts app on the Zendesk Marketplace, which includes a button to copy internal notes to public replies.

This app is free to use, so feel free to install it here and see if it can help.  We'd appreciate any feedback that you have as well!

Thank you ~

Beyond this, I'm curious as to why Internal Notes and Public Reply are even in the same part of the UI. Its like ZenDesk wants our agents to mistakenly send internal notes to customers. Seriously, please move notes to a different part of the UI. Perhaps make a “Internal Note” button and then have that expand a separate section to write notes in. There's no need to make some complex engineering solution to save drafts here, just separate out the input textfields to prevent mistakes and you get the ability to send notes and replies for free. 

Is there any update on when this loss of function will be re-enabled, or at least configurable by admins, to retain the text content when toggling from internal comment to public comment?  In my view, this is actually presenting as a bug as opposed to a security feature, for the reasons outlined below:  

Draft mode unfortunately does NOT address the major user experience issues associated with this change, and unfortunately our org has had to revert entirely from Agent Workspace, losing much of the efficiency features that we have, due to the fact that we use 100s/1000s of macros legacy to agent workspace that default the comment type to internal while the agent customizes minor areas before publicly sending.  

This forces people to manually copy + paste, and also we have no ready way to determine which legacy macros automatically set comment to private to make any adjustments.  
 

In addition, the feedback that we are getting is it increases the risk of sending an incomplete message to the requester.  None of this is addressed by having agents manually click DRAFT MODE.
 

To my understanding this change wasn't communicated as part of the agent workspace migration, that admins would have to figure out a way of determining within their 100s and 1000s of macros which ones default to private versus public and make the adjustment.  

We've had to roll back agent workspace entirely because of this, as we have no ready way of determining how many of our macros will need to be edited.  

1263169189230 and 1265179838649 - draft mode is present in the agent workspace now and if it is turned on, then you can have the default set to be public reply and then enable draft mode. The icon is in the far left from any public reply window and once enabled, then you have to hit an ok confirmation for the email to be sent. Until draft mode is turned off, the state of draft mode persists between tickets.

This has resolved the issue quite well for our team, although there have been some other updates that make keeping public as the default reply mode more feasible now (tickets with messaging no longer default to messaging after an email has been sent - which is a huge improvement!)

1264663901569 I'm piggy backing off of @alek reed's previous comment:

We typically write our emails in the internal notes field, to ensure emails don’t get sent uncompleted and then we move it to public reply. In the old version, the entire email, including attachments would “roll over” and we could just send. Now, we have to copy and paste it in the public reply area.

In my scenario we have "Internal notes" as our default setting. In past, I would close out a ticket using a preset macro, then switch to public reply and everything copied over. Now I have to copy and paste it in the public reply area. Why did you change this feature and is there a way to rollback this functionality? 

Hey 1264663901569! Any updates about this feature? We just moved to Agent Workspace and I have so many agents frustrated with this. 

Thanks for explaining, Trevor Whitecotton. I have a workaround and would love to ask if that works better?

• Agent opens ticket
• Agent manually selects DRAFT MODE "on"
• Agent drafts response
• Agent hits submit ticket and then clicks on "send" on the warning pop-up
• Agent sends response to customer
• Now, when the agent opens their next ticket, DRAFT MODE should stay "on" as the agent did not turn it off on the previous ticket.

If we count the number of clicks, that should reduce with this workaround as now the agent does not need to turn draft mode "on" on every single ticket. Please let me know what you think. Thanks!

Hi 1264663901569,

Thank you very much for the update here! I don't think "remembering" your preference across other tickets you open (at the same time) really does what we're looking for here. Currently, the workflow looks like this:

Agent opens ticket
Agent manually selects DRAFT MODE
Agent drafts response
Agent manually turns off DRAFT MODE
Agent sends response to customer
When the agent opens their next ticket, DRAFT MODE is disabled because they disabled it in the last ticket so they could send their response publicly.

This really needs to function like it used to where you can set your default as DRAFT MODE (with an obvious visual indicator) so agents can draft their responses internally before sending them publicly.

Thanks for all your feedback. We're currently in the feedback gathering phase for draft mode so that we can continue to make improvements:

Hello Trevor Whitecotton - If you turn draft mode "on" once, we remember your preference across the other tickets you open. Is there another way you'd like to make this the default? On your second point, we're definitely exploring ways we can improve the visual indication. Thanks!

Hello Cade Rea - The current behavior is that the text does not carry over across channels. However, it shouldn't be lost. If you switch back to the channel where you composed the text, the text should be there. Please let me know if you're losing the text. Thanks!

Hello Gordon Berthoud - Thanks for the feedback. We'll explore if we can solve this pain point.

Hello Nic AMES Australasia - The text should not be deleted. It should stay in the composer and not carry over. Please let me know if that's not the case. Thanks!

Hello John James - Thanks for your feedback. Have you explored draft mode? Is that something which can help your agents? Thanks!

We have some customers who like the way composer behaves today as they like to compose text in internal notes while talking to their customer on public reply. So, these customers do not want text to carry over. However, since there are both needs, we'll continue to explore further.

I concur with this however it is a plan restriction deformity and not an element demand. This was an essential work process usefulness of exemplary work area and presently it's really wasteful. Not exclusively to specialists need to duplicate/glue stuff across yet they can likewise stall private note drafts out in there and see save blunders. Much obliged.