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Showing the customer context panel by default in the ticket interface (standard agent interface)



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Charles Nadeau

Zendesk Documentation Team

Edited Jun 21, 2024


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Hello, im having issues finding this actual setting in the admin mode.

I can find my way to Team > team members, but from here, i cannot find the Default to Customer Context setting?

 

Please advice!

Regards - Andreas

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Beau P.

Zendesk Customer Care

Hello Andreas,

The instructions listed apply to the standard agent interface. If you're not seeing the settings as indicated, your account is likely on Agent Workspace. You can check this by navigating to Admin>Settings>Agents and confirming if the "Enable Agent Workspace" option is checked.

If so, see Viewing customer context in the Zendesk Agent Workspace for instructions pertinent to your configuration type: https://support.zendesk.com/hc/en-us/articles/360001851187#topic_ehg_1qz_vkb

Beau | Customer Advocate

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Jahn

Zendesk LuminaryCommunity Moderator

Charles Nadeau is there a chance we can have the copy button under External ID field as well in the context panel?
 

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