How to define what information is shown on the customer context side bar on a ticket?

Abgeschlossen

5 Kommentare

  • Offizieller Kommentar
    Tim McLean
    Zendesk Product Manager

    Hey Alex Coburn Davis (he/him)

    Thanks for your question. Coincidently, we are currently rolling out the ability to configure which user fields appear in the essentials card in Customer Context. This means you'll be able to select the most relevant user fields to display to agents. See Configuring the essentials card for more information.

    There are a number of different methods to bring customer data into Zendesk. You may consider using the Users API to pull data from your system into Zendesk. 

    Let us know if you have any further questions! 

  • Shona

    Alex Coburn Davis (he/him)  I posted a similar question a while ago.  Might be related a bit to what you are also trying to do.

    0
  • Tim McLean
    Zendesk Product Manager

    Hey Shona, thanks for your patience regarding this feature! I'm happy to say admins now have the ability to configure the essentials card.

    Please see Configuring the essentials card for more information, and let us know if you have any feedback.

    0
  • Alex Coburn Davis (he/him)

    Hi Shona thanks so much for this!

    Tim McLean just to confirm, the 'context panel' is the panel that an agent can toggle open or closed while still being able to see the thread of messages on a ticket?

    0
  • Tim McLean
    Zendesk Product Manager

    That's right Alex Coburn Davis (he/him). Context panel the right-hand side navigation bar that gives you access to additional context such as the User Profile (Customer Context), Knowledge, and apps. See Using the context panel for more information. 

    0

Bitte melden Sie sich an, um einen Kommentar zu hinterlassen.

Powered by Zendesk