You can easily switch from one Zendesk product to another using the product tray. Products and betas you have access to are available in the product tray.
To switch from one product to another product
- Click the Zendesk
Products icon
(
)
in the top bar, then select the product you want to open.
The selected product opens in a new browser tab. For Talk, the icon acts as a shortcut to your Talk settings or to the Talk documentation depending on your role.
6 Comments
When responding to a Support ticket, how do I respond to a Talk call without losing the email that is in progress?
When you are working with a support ticket and a call needs to be answered, you will not lose the email on the support ticket as the call with re-open another tab for a separate ticket conversation.
You may also refer to our documentation About the Zendesk Agent Workspace.
I hope this helps! Have a good day!
Where are Settings?
Most settings can be found in the Admin Center, available from the product tray as described in this article.
Hello, do you need to be a Zendesk admin (like Salesforce) to be able to make workflows and create views?
You should be able to set these permissions depending on the plan level you're on. I'd recommend taking a look at this article: Managing Custom Roles
You'll also want to take a look at this article for creating views: Creating views to manage ticket workflow
I hope this helps!
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