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Show View description in Agent Workspace



Posted Sep 16, 2022

Feature Request Summary: 

When an Agent selects a View from the list, show the description associated with the View under the View name and above the Filter button (screenshot below).

Description/Use Cases: 

While you can add useful information to the description of a View, that would otherwise not fit in the name, it is not presented anywhere in the Agent Workspace. Rather, it only shows up on the View setup area of the Admin Center.

Business impact of limitation or missing feature:

No explanation of what tickets a View should be including for Agents, causing confusion.

Other necessary information or resources:


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2 comments

I like this idea.

Not all views needs a description for agents, but many of our views would benefit from this, to make it easier for agents to work with Zendesk, both new hires, and more experienced agents.

View titles can only sometimes convey the meaning and content of views.

My agents will never open up view definitions, and they never visit the Manage view page. So they don't benefit from any descriptions there. Instead in our setup, the view description is used by the Zendesk admins. And for the admins, I find the View description can be useful, but it's often instead redundant. Because for admins, unlike triggers, our view conditions are pretty easy to understand, based on its filters. 

However, if the View description is shown on the view page, it would discourage any more "admin-focused/internal notes" style data in the descriptions field. Because that would confuse agents. 

So ideally, have a field for the admin notes, and another one for what should be shown in the support interface where the agents work. The agent description field is a friendly summary of the ticket view, the admin description field can contain more technical/internal notes.

If this is done (re-use the existing view description or by adding another), I'd prefer the agent view description text is small and subtle/muted, because to me, the view description is for additional/reference information, something an agent might read once or twice, and then commit to memory, and not think more about. 

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Salvador Vazquez

Zendesk Product Manager

Hi Ryan,

 

Thank you for this great piece of feedback. We are always balancing additional information with the maximum use of vertical space in Views. We don't currently have any plans to add this in but will take this information into account as we continue to improve on the Views page. 

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