The essentials card appears in the context panel in the Agent Workspace and displays information about the ticket requester.
You can configure the card by adding, removing, and reordering standard and custom user fields so that agents can access the most relevant information.
This article includes the following sections:
Accessing the Essentials card page
The Essentials card page in Zendesk Admin Center provides a place for admins to configure which fields to show in the essentials card.
To open the Essentials card page
- In Admin Center, click Workspaces in the sidebar, then select Agent tools > Essentials card.
Configuring the essentials card
Admins can add, remove, and reorder fields within the essentials card. These fields include standard and custom user fields, user contact information, and organization memberships.
To configure the essentials card
- In Admin Center, click Workspaces in the sidebar, then select Agent tools > Essentials card.
- Click User.
A preview of the current essentials card and the fields that are shown on it display.
- Click +Add field to open a list of fields you can add. Use the search bar to help find a field.
Note: When viewing a customer’s essentials card in Agent Workspace, only their fields that have a value display. See Using the essentials card.
- To remove a field from the card, click the X next to its name.
- To reorder fields, click the grabber at the end of a field, then drag it to another position within the card.
The preview of the card updates as you make changes.
- When you’re done, click Save.