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

What's my plan?

Quick Look: Admin Center > People > Team > Team members

Tip: The instructions in this article apply to the standard agent interface. If you are using the Zendesk Agent Workspace, see Viewing customer context in the Zendesk Agent Workspace.

Agents can get a better picture of customers with the customer context panel in the ticket interface. By default, to view the panel, the agent clicks the customer context tab () on the upper-left side of the ticket properties panel.

You can make the customer context panel the default view of the properties panel. If you make the change, however, agents will have to click the ticket properties tab () to view the ticket information.

Tip: You can also type CTRL+ALT+, to switch to the customer context tab and CTRL+ALT+. to switch to the ticket properties tab.

You must be an administrator to make customer context the default view.

To set the customer context panel as the default view of the properties panel

1. In Admin Center, click the Workspaces icon () in the sidebar, then select Agent tools > Agent interface.
2. Locate the Default to Customer Context setting and select the Enabled checkbox.
3. Click Save.

To see the change, agents currently working on tickets must hard-refresh the agent interface by Shift-clicking their browser's refresh icon.

To learn more about the customer context panel, see Viewing customer context in a ticket.