Recent searches


No recent searches

Feature Request: Automated Actions on Users Based on Group Membership



Posted Feb 19, 2024

I am reaching out to share a suggestion that I believe could significantly enhance the functionality and efficiency of Zendesk Support for many users and organizations.

Introduction: In our daily operations, we often encounter scenarios where being able to automate actions on user profiles would streamline processes and improve the overall efficiency of our support workflow. A particular area where this capability would be highly beneficial is in the management of user tags and department assignments based on the groups they belong to.

Current Challenge: Currently, Zendesk Support offers robust automation and trigger features for ticket management, which greatly aids in maintaining an efficient support workflow. However, when it comes to automating actions that directly affect user profiles, such as adding tags or automatically assigning users to departments based on their group memberships, the platform does not support these actions out-of-the-box. This limitation necessitates manual intervention, which is not only time-consuming but also increases the likelihood of inconsistencies and errors.

Proposed Solution: We propose the introduction of a feature within Zendesk Support that allows for automated actions on users based on specific criteria, such as their group memberships. Key aspects of this feature could include:

  1. Automated Tagging: The ability to automatically add tags to user profiles based on the groups they are assigned to. For example, if a user is added to a VIP support group, an automated action could add a "VIP" tag to their profile.

  2. Department Assignments: Automatically assign users to departments or update their department field based on group membership changes. This would be particularly useful for organizations that utilize departments to segment their users for reporting or operational purposes.

Benefits:

  • Increased Efficiency: Automating these actions would save significant time for support teams, reducing the need for manual updates and allowing them to focus more on providing quality support.
  • Consistency and Accuracy: Automated actions would ensure that user profiles are always updated according to predefined criteria, reducing the risk of human error and ensuring consistency across user profiles.
  • Improved User Segmentation: With automatic tagging and department assignments, organizations can more effectively segment their users, leading to more personalized support experiences and improved reporting capabilities.

Conclusion: The ability to automate actions on users based on group membership would be a valuable addition to Zendesk Support, enhancing the platform's functionality and the efficiency of support operations. We believe this feature would be welcomed by many in the Zendesk community and would further solidify Zendesk's position as a leader in customer support solutions.

Thank you for considering this suggestion. We are looking forward to any discussion this might spark within the community and hopeful for its future implementation.


1

1

1 comment

image avatar

Sydney Neubauer

Zendesk Luminary

Absolutely! This is a great idea. I can already think of how many steps this would save. We have an IT team and they have to be added to 10+ groups. It would be so nice if you could just add and it would automatically add them to the groups, set the role, etc. Kind of like a bookmark for onboarding

0


Please sign in to leave a comment.

Didn't find what you're looking for?

New post