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Understanding the step types for AI agent answers (Legacy)



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Aimee Spanier

Zendesk Documentation Team

Edited Feb 03, 2025


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118 comments

Hi,
Is there a way the 128 character limit could be removed for the Text fields in the Transfer agent step? And also could the word wrap the field in multiple lines (maybe allow for multi-line fields)?
Because we believe that it's a horrible UX for our customers to be able to write a large chunk of text to then be forced to reduce it to 128 characters AFTER they press continue, and not being able to see the full text in the Text field

1


Is there any update to increase the number of drop down values beyond 20? I can it was mentioned 6 months ago that it was due to be released in a couple of months. 

2


Are there any plans to increase the number of ticket fields beyond 7 in flow builder? The use case for this is some of our conversational flows have more than 7 questions e.g. 15 it would be great if we could configure answer bot  to collect all 15 ticket field questions that populates our form in agent workspace.

Agent productivity increases immensely, and the number of simultaneous conversations increases beyond 3 chats per agent. Customers have responded very well to this especially those who want to complete business with us in a timely manner.

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Miranda Burford

Zendesk Product Manager

Hi Morad Benmoussa,

Thanks for following up!

Is there any update to increase the number of drop down values beyond 20? I can it was mentioned 6 months ago that it was due to be released in a couple of months. 

Unfortunately, we've had to push this out but it's still in our backlog/on the 9 month roadmap to be addressed.  I can't provide an exact date at this stage but hopefully soon!

- Miranda.

4


Are there any plans to increase the number of ticket fields in bot flow for messaging? Its currently 7, no where enough.

2


How to set up a Transfer step as in your live-chat? In your live-chat it is stated that i should "Complete the form above" first. Can i set my live-chat the same?

0


Would it be possible to introduce a rule to check if any agent is available/online on the Agent Workspace, rather than a strict business schedule rule? 

This would be more dynamic and more accurate on a day-to-day basis

2


Is it intentional behavior that the dropdown field does not seem to support nested categories, like the Help center form or agent forms?

WebWidget form:

Helpcenterform:

 

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How can we pass variables stored in the chat to an API request URL?

For example, is it possible to store the customer question as a variable to pass as a param in the URL?

Maybe this would be achieved using the 'gather information' step that I understand isn't yet available?

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Hello.
To do what you ask, Zendesk must release another type of step called "Collect Information", with this step you will be able to send the data that your client enters in the bot to a URL.
For now we have to wait... I hope that he will be released soon very soon... and that my answer has been of help to you.
Sincerely.

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Understood. Thank you, Daniel. I had a hunch. We'll stay tuned...

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I'm stuck! I'm only able to include name and email as fields I request in a 'transfer to agent' experience, but I want to be able to ask users to describe the problem they're having. I've attempted to create these custom fields, to make them editable for end users, but they still never appear in the dropdown options for 'transfer to agent.' I've been running in circles through the documentation but nothing makes it clear what I need to do 

 

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Is it possible to remove the text box at all? we are using Flow Builder in its basic form with only clickable questions/answers rather than allow the user to input their own questions - to avoid any confusion for the user, is it possible to remove the text box entirely?

1


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Jeff C

Zendesk Customer Care

Hello Lucy,

I am afraid this is not supported at this time and we would appreciate it if you start a post here regarding this feedback. Our Product Managers constantly monitor feedback requests to gather insights for possibilities of a feature to be implemented in the future.

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Miranda Burford

Zendesk Product Manager

Hi Lucy Husband,

I'm Miranda, the Web Widget Product Manager.  Just wanted to jump in here and say that we are currently thinking about ways to disable the message composer from being shown during certain parts of the conversation. 

Some questions for you to feed into the requirements:

  1. Would it be important for you to disable the message composer per channel?  Eg: Web Widget only, Mobile SDKs only, etc.
  2. Would it be important for you to disable the message composer during certain parts of the conversation flow (eg: disabled until escalating to an agent, etc)?

We are keen to understand when you'd like to disable the composer.  

Thanks,

- Miranda.

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How can I translate default fields Name & Email?

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any chance to add the numeric custom fields to the bot ? 

1


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Arianne Batiles

Zendesk Customer Care

Hi Pablo Zarricueta,

Apologies but it's still not possible to add a numeric custom field in the transfer to agent step flow. Only text and drop-down fields are supported at the moment. 

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Is there a way to pre-populate the user's name and email address? 

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Miranda Burford to reply to your question :

 It would be important for you to disable the message composer during certain parts of the conversation flow (eg: disabled until escalating to an agent, etc).

Right now, customers can write a message even if the bot is asking questions to route the chat and the customer gets the message "I didn't get that. Try rephrasing your question or start over." over and over.

Thanks

Elsa

 

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I want to integrate  flow builder for the bot. I have a doubt related to it. 

I already have the user email address and customer id in my application as the user is already logged in. Is there a way to populate that info to the custom fields, at the start of the flow. I do not want to ask the customer again the same information in the preform. 

 

Is there any way to achieve it. 

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FYI for Jeremy and anyone else who may be interested in upvoting, I've created a feedback post requesting that Zendesk improve the agent transfer experience in Messaging for the end user: 

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buenas tardes, 


Tengo varias preguntas y sugerencias relacionadas con el desarrollo de su BOT en nuestra instancia de Teclab Perú:

 

  1. Agregar condicionales al bot es fundamental para el desarrollo de una respuesta guiada.
  2. No tenemos noticias sobre el aumento de los datos en los campos. Si hablamos de ciudades, localidades, barrios en Países, sólo se muestra 20 datos. 
  3. Las intenciones y respuesta se deben copiar cuando tienes respuestas duplicadas, una vez creada una intención debería poder replicarse sin tener que copiar y pegar. 
  4. No tenemos un carrusel multimedia, ni tampoco se pueden agregar respuestas con imágenes , videos o pdf. La experiencia de un BOT la hace exitosa cuando vives toda la experiencia sin salir del canal de comunicación. 

Evidentemente su solución esta en proceso de mejora. Sería todo un éxito poder usar su bot con toda la calidad que ofrece la herramienta SUITE como clientes Enterprise.

 

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Even with authenticated end users it's still not possible to show articles from Help Center with restricted access? Thanks

1


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Dane

Zendesk Engineering

Hi Diogo,

For the Help Center steps, one major requirement is article permissions must have the visible to everyone option selected. 
 
Hi Lila,

Thank you for sharing such a good feedback. I hope more users will engage on it.
 
Hi Tushar,

Email capture should be skipped when users are authenticated via JWT. Please follow the steps in Authenticating end users in messaging for the Web Widget and mobile SDK.

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Hello. How can ask details in whatsapp conversation?

 

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Audrey Ann Cipriano

Zendesk Customer Care

Hi Gabriele Sannicandro the ask for details step is not currently possible for Whatsapp today, I do know we have plan improvements but no specific timeline yet. I recommend following our release notes here so you will be notified as soon as our new features are released. Thank you!

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Is there a way to do the following:

1. Only have the bot working outside of business hours?

2. What happens if you use "transfer to agent" and there are no agents logged into chat?

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Hi

I'm building a flow where there's three options for the customer to click on. I'd like two of the options to lead to the same path. E.g. you click "yes", you follow steps after that, you click "no" or "maybe" you follow the same next steps. I built the steps after "no" but can't see how to link the "maybe" to that branch. How can I do it? Thanks

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Hi there,

Are there any plans to add an additional button that is similar to the carousel but only presents a singular option? Within our flow, there are options where we'd prefer the users submit a ticket to our support team instead of resolving a case through chat.
Currently, the only ability to provide the user with a clickable button to take them to the ticket submission form is using the carousel. However, since it requires two options that isn't a viable option for us. The ability to make a single clickable button would be very beneficial to us.

Thanks!

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