Make your move to custom layouts
Join our customers who are seeing faster resolutions to customer requests since moving to our custom layouts for tickets. We've gathered the most helpful resources to map out your steps and provide you with a seamless upgrade.
Check the requirements
Make sure your account supports custom layouts. If not, consider trying out a plan upgrade.
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Imagine what you can do
Get familiar with custom layouts to understand how they work. See for yourself how they can improve agent efficiency and provide great customer experiences.
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Assess the impact
Time to roll up your sleeves! Create a test layout and see how it works. Focus on using layouts to solve important agent pain points, such as placing commonly-used apps in the main body of the ticket and reducing unnecessary clutter. Then, build as many layouts as you need.
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Add some more bells and whistles
In addition to changing the basic ticket layout, you can use custom layouts to add your favorite app shortcuts to the context panel or change the ticket conversation flow to match your most-used channels.
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Train your agents
Your team must know how moving to custom layouts will impact their day-to-day tasks and optimize their workflow. Ensure you and your teams are familiar with the new layouts you’re going to use and the features they can use in conjunction with layouts.
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Start the rollout and enjoy the rewards
Once you and your agents are comfortable with custom layouts, you’re ready to start using them. Use reports to see how much faster your agents are solving tickets.
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When you need more help, we've got your back
We’re here to answer any questions you may have about custom layouts.
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