Announced on | Rollout starts | Rollout ends |
July 11, 2024 | July 11, 2024 | July 16, 2024 |
Zendesk is pleased to announce that we are extending cards with configuration capabilities into Support Professional and Suite Professional plans. Previously, this feature was available for customers with Enterprise and Enterprise Plus accounts only.
This announcement includes the following topics:
What is changing?
If you have Agent Workspace activated on a Support Professional or Suite Professional plan or above, you can now configure the information displayed in the user essentials card at the top of the customer context panel. You can access configuration options from the Cards page in Admin center, which was previously called the Essentials card page.
With cards, any information stored on a Zendesk user can be shown in the Agent Workspace, including custom fields. Cards can be used to improve agent efficiency in two ways:
- Display the information agents need to respond to tickets in the ticket workspace.
- Reduce the steps needed for agents to visit a page outside of Zendesk, such as a CRM, by using a clickable link in the essentials card.
Why is Zendesk making this change?
We heard you! Customers needed a way to configure the information shown to agents in the ticket workspace.
Customers saw the value of configurable cards on Enterprise plans and asked us to extend customization capabilities to other plan types. Customers with Professional plans can do that now.
Introducing cards features to Professional plans is part of Zendesk's ongoing effort to bring high-level features and value to our customers, including user interface customization.
What do I need to do?
If you have a Professional account with Agent Workspace activated, you’ll automatically see the new Cards section in the Admin Center under Workspaces. No additional steps are required to get the feature enabled for your account.
To configure your first card, see Configuring the user essentials card.
If you have feedback or questions related to this announcement, visit our community forum where we collect and manage customer product feedback. For general assistance with your Zendesk products, contact Zendesk Customer Support.