Setting up triggers for side conversations (Collaboration add-on)

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39 Comments

  • Jim Aycock

    I get notified when I add a response to my side conversation.  Can't seem to find a condition that prevents notifying me (the Agent) when I reply to the recipient of the side conversation.  

    Any Ideas?

    3
  • Brett Bowser
    Zendesk Community Team

    Hey Travis,

    The Slack integration should update the conversation within Support so AFAIK both would be considered an update.

    Let me know if you run into any issues!

    1
  • Jessie Schutz
    Zendesk team member

    Thanks for the heads-up, Eckhard! I'll pass this along to our Documentation team so they can get it straightened out. 

    1
  • Pedro Rodrigues

    Awesome feature, looking forward to future tweaks, so here's a bit of feedback regarding future requirements:

    1) Insights needed: how to measure all things side conversations!

    2) Agent experience. Just food for thought about activating/launching new features that have an immediate impact on the agent's experience.

    If we have have many agents, managing this kind of change can be very tricky if all I'm given as an admin is a checkbox that will immediately show the side conversations button to my agents.

    Although I can let everyone know about it, understand what it is, how to use it, etc., I can not set my triggers beforehand without activating the feature.

    3) If/when SC is inactive. Other tweaks if at any point we suddenly need to deactivate SC.

    3.1) The SC button/menu disappears in the ticket interface, and although we can still check past SCs in ticket events, a nice-to-have would be replacing the button with something like "Ticket has side conversations" or something, to ensure the agent reviews 100% of the case.

    3.2) If SC is deactivated but someone I emailed via SC replies, the ticket Events seem to update... but there's no way I can see the message the person wrote.

    Also, trigger conditions disappear completely. We should be able to keep these, regardless of SC being active or not (if not, then it simply wouldn't execute the trigger).

    Those are my 2 cents... great work, nonetheless, so thank you for a much-needed feature.

    1
  • Brett Bowser
    Zendesk Community Team

    Hey Yaniv,

    I did some digging on my end and it doesn't look like there's a placeholder available that will display side conversation data. I would recommend creating a feedback post in our Support Feedback topic and include your use-case there for our PM's to review.

    Thanks!

    1
  • Toby Sterrett
    Zendesk Product Manager

    @Conza with the example in your comment, the trigger will fire if a light agent replies to a side conversation. The trigger in that example will change the state of the ticket when anyone except the ticket assignee replies to a side conversation. Since light agents can't be assigned to tickets their replies would always fire the trigger.

    1
  • Jimmy Rufo

    Toby Sterrett - Any further updates/plans regarding having a placeholder available to insert side conversation message content into a an email notification trigger?  As a manager, it would be helpful if I can see replies there, especially if I already know the context of what the ticket is about.  Without this feature, I'm forced to enter this ticket, then click on the side conversation and scroll to the last response just to view it.

    1
  • Sonia Radaelli

    In this page I found the following note:

    Note: When someone replies to an email notification about side conversation activity, the reply becomes a public reply on the ticket, not a reply to the side conversation. This means that they are replying to everyone on the ticket, including any customers on the ticket, instead of a limited subset of people in a side conversation.

    What does it mean exactly ? If I'm the assignee and I create a side conversation with a user outside Zendesk, he will reply from an e-mail for sure. This reply will become a public comment ?

    thanks 

    sonia

     

    1
  • Amy Malka
    Zendesk Documentation Team

    Hi Eckhard. Thanks for pointing this out! I've fixed the link.

    1
  • Serena Bond

    I have the same question as Jim from July 16th. Is there a way to prevent the trigger from going off when an agent replies to their own side conversation? Also, is there a way to send the message from the side conversation to the assignee's email? 

    1
  • Jimmy Rufo

    Hi Toby Sterrett,

    Thanks for the feedback!  I would imagine that I could reply to the email notification and have it only update the side convo, just as if I was in the side convo window in the UI.  However, I could live with just the notification of what the comment was and be forced to go into the side convo.

    As it is right now, there is just too many extra clicks to find out the content and context of the comment.

    1
  • Erika Camille Sundian
    Zendesk Community Team

    Hi Jimmy,

    I’m afraid it’s not on the short-term roadmap. But, you can reach out to the Developer Team to request for it. I was able to track down the following feedback post that's related to this functionality here: As a Zendesk Admin, I want the Collaboration add-on to support markdown and placeholders so that existing agent signatures can be used in Side Conversations

    I recommend upvoting and provide your use-case there so our Product Managers are aware of this need.

    If you have any additional questions or concerns, please don't hesitate to ask!

    0
  • Brett Bowser
    Zendesk Community Team

    Hi Jeremy,

    This isn't possible currently. However, this is something the Product Managers are looking into in the future.

    Cheers!

    0
  • Jimmy Rufo

    Brett/ZD Team - Perhaps I missed this, but is there no way to show the contents of a side conversation reply in an email reply trigger?  I'd like to avoid having to manually enter a ticket to view what someone said in a side conversation, and the only thing the trigger does is let me know a reply came in.  It seems there is no placeholder/macro for a side conversation note.

    0
  • Jeremy Heath

    Im just getting this addon soon, is there no way to add a side conversation when a ticket is created?

    We have certain slack rooms deal with certain issues, and we will always open the SC so the advisors can discuss.

    Do we have to do it manually or by macro all the time???

    0
  • Oliver Tietze

    Irina, it's only the side conversation that reopens (and we have a trigger that opens the whole ticket then), but the reply from the out-of-office partner is NOT shown to the ticker Requester.

    0
  • Brett Bowser
    Zendesk Community Team

    Hi Stian,

    Side-conversation conditions are not available within automations. That being said, you could use triggers that apply a specific tag to side-conversation tickets and then have an automation run on any ticket that contains that tag. You can use an automation/trigger to then send out an email reminder. This is also dependant on who you're trying to send an email reminder to. Since there's no action for notifying a side conversation recipient, you'd be limited to notifying agents, the requester, or CC'd user.

    This may not be the exact solution you're looking for but hope this helps in some way.

    Cheers!

    0
  • Sonia Radaelli

    Hi Heather

    only for your info.

    I create a side conversation with an external user (for example can be a salesman). When this person reply to the side converstion fron the e.mail received the requester doesn't see the reply.

    This is what we are looking for and it's great

    I understood that the same thing cannot be applied if an agent reply from the e-mail notification

    bye

    sonia

    0
  • Irina Istomina

    Hi!
    I don't understand. If an out-of-office partner responds to a side conversation via email, will the response in the ticket be visible to the initiator or not? It is important to me that the initiator(client) does not see a side conversation with the partner.

    0
  • Larry Click

    I'm need to ping the recipients of the Side Convo after a set amount of time. How can I do that?

     

    Scenario:

    * Make a request for information via Side Convo

    * No reply withing 24 hours

    * Email recipients with "Please respond" etc.

     

     

    0
  • Jimmy Rufo

    To answer your question, the current trigger we have in place does let the agent know a side convo has been updated.  We just want to see that notification as an extension of what a normal notification trigger would look like, for the reasons I mentioned before.

    0
  • Toby Sterrett
    Zendesk Product Manager

    Jimmy Rufo that's correct, there is currently no placeholder available to insert side conversation message content into a an email notification trigger. It's something we may attempt in the future. Is this mostly just to let agents know a side conversation has been updated?

    0
  • Toby Sterrett
    Zendesk Product Manager

    Jimmy Rufo we've investigated providing the side conversation update's data to the triggers system, but we still have to do some digging in around some details as well as how to go about providing new placeholders for the templates. Beyond that, though, we'd also have to figure what do do when someone receiving one of those email notifications inevitably replies to it. The default is to add a public comment to the ticket, which would then notify the requester, so that's not acceptable. Potential ideas would be to make them internal, update the side conversation with the reply somehow, or suppress them altogether.

    Would you expect to be able to reply to these email notifications if they had side conversation data and if so what would you expect to happen?

    0
  • Zac

    Hi all,

    I have not seen a way to prevent a trigger from firing when an agent sends a reply to a Side Conversation that the same agent started. However, you can prevent a trigger from firing when the person responding to the Side Conversation is the assignee of its ticket. Use the condition:

    "Assignee IS NOT current user"

    Also, you can send a notification to the assignee of the ticket when a side conversation is updated. Just use the action:

    "email user" -> "assignee"

    0
  • Pedro Rodrigues

    Maybe I'm doing something wrong, but here's a use case: agents solve the ticket without opening the unread side conversation.

    Therefore, I'd like to add an internal note whenever there's a reply from the third-party in the SC.

    So I've added the condition "current user is not agent" to the new SC reply trigger, and nothing. If I remove it, however, it adds the internal note for all replies, regardless of the user... am I missing something?

    Thanks!

    0
  • Mie Dohn

    Hi, 

    I would like to set up the trigger in Examlpe 2, but I'm a bit confused of what the conditions with the assignees are good for? My first thought was to just have the side conversation condition and then the status action, but now I get unsure wether I need the assignee condition as well. 

    Are wee talking about the assignee of the side conversation or the ticket? (ticket I assume)

    Br. Mie

    0
  • Jimmy Rufo

    Thanks for the prompt reply @Toby.  It seems that adding a side convo note preview placeholder, or last Side convo note placeholder within the trigger options would make the most sense.  Without that, the workflow is a bit inefficient with extra clicks from the agent's perspective to know what is going on unless they are active in the ticket.  Hope Zendesk considers working on this soon.

    0
  • Brandon Tidd
    Community Moderator

    Hi Larry Click

    While you could create a trigger that applies a tag when a side convo is created, and then run an automation after 24 hours to alert a support agent that the side convo has been updated - I think the challenge here is that I'm not aware of a way for triggers or automations to update a side conversation.

    You may be able to get around this through pushing a notification to a target if it's consistently the same recipient, but at the very least you should be able to update the ticket and notify the assignee of stagnation.

    I hope this helps!

    Brandon

    0
  • Jimmy Rufo

    Hi Erika Camille Sundian,

    Thanks for the feedback.  I don't think its quite what I'm looking for.  I need a placeholder in notification triggers to display side convo comments in the email reminders I would have in place.  A bit different than what's listed in the other page.

    Its hard to see a lot of value in Side convos without this.

    0
  • Stian

    Is there a way of setting up automatic reminders for side-conversation recipients, should they not respond?

    0

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