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Lisa Kelly

Joined Apr 14, 2021

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Last activity Mar 19, 2025

Zendesk Documentation Team

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ACTIVITY OVERVIEW

Latest activity by Lisa Kelly

Lisa Kelly created an article,

ArticleTicket basics
Suite Any plan
Support Any plan
Dark mode in Support is currently in an Early Access Program (EAP). You can sign up for the EAP when you activate dark mode for your account. 

When activated by an admin, dark mode in the Support provides agents with the flexibility to choose the interface that best suits their needs. Agents can pick between dark mode or light mode in the Support ticketing system. They can also choose to match the system appearance they have set for their operating system.

This article contains the following sections:

About dark mode

Dark mode addresses common concerns among agents who spend long hours in front of screens, helping to reduce eye strain, headaches, and fatigue. By providing a more comfortable viewing option, especially during nighttime shifts or in low-light environments, dark mode can improve overall productivity and accessibility. Dark mode also supports users with color blindness and light sensitivity, ensuring that our Zendesk platform is usable for everyone.

Dark mode in Support includes tickets, views, Support settings pages, and so on. No features or capabilities are impacted.

Turning on dark mode

Dark mode changes the default interface for the Support ticketing system from light to dark.

To turn on dark mode

  1. In Support, click your profile icon in the top bar.
  2. Click Display to open the Display menu and select Dark mode.

    The interface changes to dark mode immediately.

Turning off dark mode

Turning off dark mode changes the interface for the Support ticketing system from dark to light again.

To turn off dark mode

  1. In Support, click your profile icon in the top bar.
  2. Click Display to open the Display menu and select Light mode.

    The interface changes back to the default light mode.

Matching system appearance

In addition to switching between light and dark mode, you can set Support to match the system appearance on your laptop. This can be useful for situations where you work on multiple laptops or devices with changing interface options.

To match your system appearance

  1. Set the system appearance on your laptop.

    For example, use settings in Mac OS to set the appearance or use settings in MS Windows to set personalized colors.

  2. In Support, click your profile icon in the top bar.
  3. Click Display and select Match system appearance.

    The Support interface will change to match the dark or light mode settings on your laptop.

Activating dark mode for your account (admins)

Admins have an account-wide setting that allows agents to switch between dark and light mode in Support. When this setting is turned on, agents can use their profile menu to turn dark mode on and off. This setting works for Support only, not Admin Center or other Zendesk products and apps.

To activate dark mode for your account
  1. In Admin Center, click Workspaces in the sidebar, then select Agent tools > Agent interface.
  2. Select Allow agents to turn on dark mode in Agent Workspace.

  3. Below the Early Access Program Agreement, select I agree.

  4. Click Submit to finish the activation.

Deactivating dark mode for your account (admins)

In certain cases, you might not want agents to use dark mode. For example, if you have apps or custom integrations that don't support or work well with dark mode.

To deactivate dark mode for your account
  1. In Admin Center, click Workspaces in the sidebar, then select Agent tools > Agent interface.
  2. Deselect Allow agents to turn on dark mode in Agent Workspace.

  3. Click Save.

When dark mode is deactivated, agents will not see a Display menu when they click their profile icon.

Dark mode limitations

Dark mode limitations include:

  • The dark mode setting applies to Support only, not Admin Center or other Zendesk products.
  • Dark mode doesn't work for the in-product help panel or for some in-product notifications.
  • Dark mode does not work for third-party apps and integrations that appear in the Support interface.

Edited Mar 21, 2025 · Lisa Kelly

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Lisa Kelly commented,

CommentTicket basics

Hi Andrew
The product names will change over time. We don't have exact dates, yet.  If you have feedback or questions related to the new product tray, visit our community forum where we collect and manage customer product feedback. 

View comment · Posted Mar 06, 2025 · Lisa Kelly

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Lisa Kelly created an article,

ArticleWhat's new in Zendesk

whats_new_banner.jpg

Click Follow in the What's New section to be notified each month when the What's New is published.

Check out what's new in the last month:

Also don't miss:

Support

AI agents

  • AI agents now come in two flexible plans to meet your unique business requirements:
    • Essential: Included in all Zendesk Suite and Support plans. Allows you to start automating in minutes with generative replies powered by the latest AI technology.
    • Advanced: Available as an add-on for any Suite and Support plans. Includes all features of the Essential level in addition to advanced functionality such as conversation flows, APIs, and advanced analytics.
      See About AI agents.
  • In AI agents - Advanced, you can now request that Zendesk restrict the AI agents that a client admin has access to. Client admins with restricted AI agent access can give other users access only to the AI agents they themselves have access to. If a client admin with restricted AI agent access is downgraded to a client editor or client user, they continue to have the same restricted AI agent access. See Managing user access to AI agents - Advanced.

Talk

  • The Talk transcription service now includes the following new features:
    • Automatic speaker labeling: Your transcripts will now identify who is speaking (agent or customer) during phone conversations.
    • Keyword boosting: Highlight specific words, such as product names or industry terms, to improve recognition and accuracy in transcriptions.
    • Automatic redaction: Automatically redact personally identifiable information (PII) and payment card industry (PCI) data from your transcriptions.
      See Zendesk Talk call transcription and summarization FAQ.

Accounts and billing

  • Direct debit payment accounts (via ACH) are available as a payment method for self-service customers in the USA. Previously, only eligible sales-assisted accounts could use this payment method. See Managing payments

  • For customers who want to exclusively use Zendesk products for internal employee services, such as Human Resources (HR), Finance, Legal, and Information Technology (IT), Zendesk provides a set of Zendesk Suite plans designed specifically for that purpose. See Buying Zendesk Employee Service Suite (ES)

Security

  • Admins can require end users to use two-factor authentication when signing into help center. When this feature is turned on, end users must enter a passcode from an authenticator app after their password. See Managing two-factor authentication.
  • Redaction suggestions can now detect four additional types of personally identifiable information (PII) and work for five additional languages. Redactions suggestions are part of the Advanced Data Privacy and Protection add-on. See Automatically detecting sensitive information for redaction.

Apps and integrations

Quality assurance

Workforce management

  • New auto-tracking setting. Zendesk WFM has a new setting that allows admins to turn automatic tracking on or off. With this update, managers can decide which users can track their activity manually. See Activating and deactivating auto-tracking and task lock.

  • Sort by shift start time. By default, your schedule page displays agents sorted by name. You can now also reorder them by their shift start time. See Navigating the schedule.

Messaging and third-party channels

  • Threaded comments on a public Facebook channel automatically create a new ticket if the Comments on a post are added to the same ticket setting is turned on. Additionally, any comment on an existing post automatically creates a ticket, if a ticket for that post does not already exist. See Setting up your public Facebook channel.
  • Additions to messaging triggers include using a customer's email as a condition or placeholder and removing tags from a ticket. See Messaging triggers conditions and actions reference.

Developer

  • Help center integration now available with Zendesk SDK for Unity. Previously you could only access the help center through a web browser. Now, you can access the help center directly within your Unity-based application. See Adding help center to your app.

Edited Feb 28, 2025 · Lisa Kelly

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Lisa Kelly commented,

CommentZendesk messaging

Hi HashHub, 
My instructions were for Chats not Messages. I still see Settings > Account > File sending on my Chat dashboard. 

View comment · Posted Jan 31, 2025 · Lisa Kelly

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Lisa Kelly commented,

CommentCustomer service best practices and recipes

Hi Laura
Just to clarify. You don't need to change any of your existing Views for your agents to still access them. This article just describes a new View that replicates the available tickets list that appeared on the legacy agent dashboard. The new Agent Home shows each agent a curated list of their assigned tickets, not all available tickets. 

View comment · Posted Jan 27, 2025 · Lisa Kelly

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Lisa Kelly created an article,

ArticleManaging your account

Zendesk Employee Service Suite plans are designed for customers who want to exclusively use Zendesk products for internal employee services. This article provides an overview of the plans and how to purchase them.

This article includes these sections: 

About Zendesk Suite plans for Employee Service

Zendesk provides a set of Zendesk Suite plans for customers who want to exclusively use Zendesk products for internal employee services, such as Human Resources (HR), Finance, Legal, and Information Technology (IT). These plans include features and terminology specifically geared toward managing employee services.

Zendesk Employee Service Suite plans include:

  • Employee Service Suite Team: Provides powerful out-of-the-box omnichannel support and introduces self-service for employee questions.
  • Employee Service Suite Growth: Streamlines operations with enhanced self-service, improved collaboration and automation tools, and deeper insights.
  • Employee Service Suite Professional: Maximizes efficiency with skills-based routing and custom analytics. Unlocks access to advanced data protection and AI capabilities.
  • Employee Service Suite Enterprise: Delivers customized service at scale. Optimizes operations with real-time analytics and some AI-powered suggestions.
  • Employee Service Suite Enterprise Plus: A customized, comprehensive solution that meets all your enterprise needs, including advanced security, robust sandbox test environments, our highest API rate limits, and enhanced disaster recovery.
These plans include all the features of the equivalent Zendesk Suite Customer Service plans, but with the addition of a service catalog. Along with the service catalog, a feature of particular interest for employee service is a Workday connector.

Buying an Employee Service Suite plan

You can learn more about Employee Service Suite plans from our Zendesk web page. This page includes pricing details and plan features.

To buy an Employee Service Suite plan

  1. Open the Zendesk pricing page for Employee Service Suite.

    A page appears with a description of the Employee Service Suite plans. Use this page to view the key features associated with each plan. Scroll down the page to see the full list of features.

  2. Review the feature lists for each plan to decide on the plan you want to buy.
  3. When you've decided on a plan, click Talk to Sales to get in touch with a Zendesk Sales Representative.

    The representative can help you with any additional questions you have about the plans. If you currently use a different Zendesk Suite plan to manage employee service, a representative can also walk you through available migration options and recommendations. Self-service options are not available for purchasing Zendesk Employee Service plans at this time.

Edited Feb 11, 2025 · Lisa Kelly

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Lisa Kelly commented,

CommentAnnouncements

Rollout for Agent Home as the default experience has started. The rollout started on Jan 14, 2025 and the rollout is scheduled to end in May, 2025. 

View comment · Edited Mar 17, 2025 · Lisa Kelly

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Lisa Kelly created an article,

ArticleGetting started with Zendesk AI
Suite Professional, Enterprise, or Enterprise Plus
Support Professional or Enterprise

Welcome to your trial of Zendesk Copilot! We can’t wait for you to explore the powerful features that will enhance your customer support service. With Copilot, you will streamline your operations, improve agent productivity, and elevate customer satisfaction. We know adopting AI can be overwhelming, so this guide will help you take it one step at a time and discover the tangible impact that AI can have on your business.

This article provides a map to maximizing your Copilot trial. Topics include:

Note: If you haven't started your trial already, review our Best practices guide and refer to Starting a Copilot trial to get rolling.

(Optional) Week 0: Optimize your knowledge base for AI

A well-organized knowledge base is crucial for helping users find answers and troubleshoot issues. Creating one is just the beginning: Your knowledge base must be tailored to meet user needs and continuously updated to remain relevant.

Why this optional step? By optimizing your Zendesk knowledge base as you start the Copilot trial, you'll unlock the ability to automate high-volume inquiries using our AI agents (previously known as bots) included with Zendesk Suite to quickly deliver value and provide more accurate customer support interactions.
Note: This step is not a prerequisite for setting up intelligent triage. Feel free to do this in tandem.

To optimize

  • Know your goals and users. Start by defining what you want to achieve with your knowledge base and who will be using it. Understanding your audience helps you create content that meets their needs.
  • Identify common issues. Look at frequent support tickets and popular macros to spot recurring problems. This insight will guide you in creating relevant content. Organize your information clearly, and write in a way that’s easy for users to understand.
  • Make content easy to find. Use tags and labels to boost the visibility of your articles. Implementing semantic search can also help users quickly locate the information they need.
  • Keep improving. Track how your knowledge base is performing by monitoring article views, feedback, and comments. This will help you spot areas for improvement and ensure your content stays useful over time.

Additional resources

Week 1: Get started with intelligent triage

Intelligent triage uses AI to automatically detect why a customer is reaching out (their intent), in which language the ticket is written, and whether the customer's message is positive or negative (its sentiment). You can also use entity detection to detect specific products and other key words (entities) and automate workflows based on that information.

Why this step? Setting up intelligent triage will allow you to understand your CS operations and act on insights faster, automate top recurring requests, eliminate manual triage and boost operational efficiency, and streamline your operations by identifying and acting fast on urgent issues.

Week 1, Day 1: Set yourself up for success and configure intelligent triage

  • Set goals for a successful trial. Decide which metrics are important to you and your leadership team, and configure your trial in a way that will meet your goals. Zendesk recommends orienting around the following KPIs:
    • Customer sentiment
    • Agent efficiency. First Response Time and Agent Handle Time
    • Customer experience analysis. Customer interactions and retention
  • Block your calendar. Set aside time halfway through the trial (end of week 2) and near the end of the trial (end of week 4) to track performance and make sure you are aligning to your stakeholders’ goals.
  • Notify your agents about the trial, especially the agent copilot features. Use our template to encourage your employees to try these features as soon as possible.
    Note: We dedicate Week 2 to using agent features.
  • Get set up. Configure intelligent triage.

Week 1, Day 2: Understand your operations and automate top recurring requests

  • Understand your operations. Discover top incoming request topics (intents), and shift teams’ priorities in real time to identify knowledge gaps and resolve incoming requests faster. For example, you could group together similar intents for a specific team to streamline operational efficiency.
  • Automate top recurring requests. Allow customers to self-serve across common request types (intents) where documentation is readily available, like return policy, profile update, or subscription cancellation. For example, ensure you have the right knowledge base articles to deflect tickets.

Week 1, Day 3: Eliminate manual triage

Display incoming requests to specific agent or agent groups based on the intent, custom entity (entity detection), sentiment, and language so the tickets are being tackled by the right agents. Improve the efficiency of workflows by routing the ticket to the correct approval flow based on the intent. You can assign incoming requests to the right agent or agent group automatically.

  • Use custom entity (entity detection) to detect products mentioned in tickets and show them in a view for agents.
  • Use the ticket’s automatically detected language to assign the ticket to agents who speak that language.
  • Improve workflow efficiency by routing tickets to the correct approval flow based on intent.

Week 1, Day 4: Streamline operations

  • Identify escalations easily and customize SLA rules based on intent and sentiment to prioritize requests.
  • Automatically request missing information for a request type where the mandatory field is missing and reduce multiple-touch conversations.
  • Collect critical customer information proactively and update ticket information based on intent.

Week 1, Day 5: Track your progress

Use the Zendesk intelligent triage dashboard to track your progress. The Explore intelligent triage dashboard provides valuable insights into your tickets, which can be used to improve your workflow and determine how effective your support is. For example, you can see why your users are reaching out (with intents) and how they feel (with sentiment).

Week 2: Get started with agent copilot

Why this step? Zendesk's agent copilot empowers customer support representatives by automatically generating personalized, contextually relevant draft responses to reduce response times, improve consistency, and allow agents to focus on more complex problem-solving and customer relationship building. These features provide immediate value to agents by reducing agent handle time and aiding agents in composing friendly and professional responses in seconds.

Week 2, Day 1: Familiarize yourself with agent copilot

Week 2, Day 2: Notify your team about agent copilot features

Notify your team on the copilot features they can now access if you haven’t already. View our best practices guide here to help ease them into the transition of using AI in their role. We know it can be overwhelming, and our best practices will help assuage their emotions and keep your trial on track

Week 2, Days 3 and 4: Discover more agent copilot features

Week 2, Day 5: Nearly halfway

Week 3: Launch your AI agents

Why this step? When people think of AI, they often think of bots, which we call AI agents, first. Since you’ve already optimized your knowledge base (see Week 0), these AI agents will pull in the most accurate data from that knowledge base when responding to customers on your behalf. AI agents are included in Zendesk Suite.

Week 3, Day 1: Launch your AI agents

Launch your AI agents in just a few steps, without any training required.

  • With generative replies, AI agents use knowledge from your existing help center to quickly craft accurate, conversational responses to your customers’ questions. This helps automate repetitive requests, enhancing your CX and freeing up your teams to focus on more sensitive or complex tasks. To get started:
    • Name your AI agent and choose its tone of voice.
    • Connect your brand and knowledge base.
    • Create and test your AI agent. Then you’re ready to publish it and start automating.

Week 3, Day 2: Set up AI agent personas

Set up AI agent personas to ensure your generative replies are consistently representing your brand’s voice and tone.

To set up personas

  • Make sure your AI agents are a direct reflection of your brand and are delivered in a consistent tone with AI agent personas. There are two key components of personas: tone of voice and business profile.
    • Tone of voice. You already chose a tone of voice when setting up your AI agent. You can change this setting at any time.
    • Business profile. Guide your AI agent responses by populating the business profile to ensure it understands your business and its purpose.
  • (Optional) Adjust reply length to specify if you’d like your AI agent to keep responses snappy, or if you prefer a longer response.

Week 3, Day 3: Fill in knowledge gaps

  • Fill in knowledge gaps. With time, new questions will pop up from your customers. Discover which common requests are not successfully resolved by your AI agent, and enhance your knowledge base or AI agent responses to fill in any gaps.

Week 3, Days 4 and 5: Track progress and learn more

  • Track progress. Analyze your automated resolutions data, and check in with your team to see how AI agents are improving their workday as a front line defense.
  • Learn more. The AI agent you've launched in trial is designed to help you instantly start automating customer requests using cutting-edge generative AI technology. If you're interested in additional customization and more advanced use cases, like enabling your AI agent to fully automate complex tasks, check out our AI agents – Advanced offering.

Week 4: AI dashboards and crafting your pitch

Why this step? Zendesk's AI-powered dashboards and reporting tools provide you with actionable insights to measure the effectiveness of this trial now – and in the future, to continue automatically analyzing customer interaction data, identifying performance trends, predicting potential bottlenecks, and offering predictive analytics that enable more strategic decision-making and continuous improvement of customer support operations.

Week 4, Day 1: Evaluate your trial

Now is the time to measure your trial’s success and communicate that success with key stakeholders. Compare your KPIs and stakeholder goals to your quantitative trial data and your team’s qualitative experience. You can leverage these dashboards:

Week 4, Days 2 to 5: Prepare and present your pitch

Prepare and present your pitch to key stakeholders and cross-functional partners.

  • Utilize our best practices to build your pitch to key stakeholders:
    • Highlight metrics from the trial in comparison to your stakeholder goals.
    • Introduce anecdotal feedback from your agents, highlighting specific quotes.
    • Show metrics and feedback that your stakeholders didn’t initially consider.
    • Leave them with your list of goals for Copilot if you were to purchase.
    • Ask them for any questions to consider when deciding to convert.
  • Customer stories. See how others are using Copilot to provide better customer service with AI. Check out our customer stories and filter to find one that matches your company’s use case as further validation for your pitch.
  • Future proof. Remind stakeholders that this trial was meant to give you a taste of the power of Copilot, but there is so much more you can do. Check out other features, like setting up shortcuts, additional copilot features, and our AI agents – Advanced add-on for example.

Week 5: Wrap up

Take one last look at your data in comparison to your goals. Export any final metrics you may need in making your pitch to stakeholders.

Your trial ends after 30 days. We hope you had a great trial experience and that AI has made your work day easier, whether it's optimizing workflows, boosting agent efficiency, or deflecting customer requests. To purchase Copilot, see Buying the Copilot add-on.

Edited Mar 18, 2025 · Lisa Kelly

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Lisa Kelly created an article,

ArticleGetting started with Zendesk AI
Suite Professional, Enterprise, or Enterprise Plus
Support Professional or Enterprise

As organizations embrace AI technologies, successful adoption hinges on how effectively teams adapt to and embrace these new tools.

This guide outlines practical strategies for leaders to foster a positive culture around AI, overcome common resistance points, and empower teams to leverage AI as a collaborative partner in their daily work. It includes the following sections:

Starting a Copilot trial

Zendesk Copilotis a set of features that expand on the AI offerings already built into the Zendesk Suite. You can try it out the Copilot add-on before purchasing. This test-drive enables you to work with Copilot features before making a final decision to purchase. You must be the account owner or a billing admin to start the trial.

If your plan is eligible, you'll see an banner on the Subscription page in Admin Center. Otherwise, you can contact Zendesk Sales and ask about starting a Copilot trial. For more information about how Zendesk trials work, see Trying out a plan or feature upgrade.

You can start your trial before or after you review the material in this article.

Help agents view AI as a problem-solving partner

  • Instill the belief that AI exists to serve agents and simplify their work.
    • When you’re introducing AI, clearly communicate the benefits that agents can expect and how AI will help agents in their roles.
  • Give agents a voice in the AI implementation process.
    • Conduct surveys and focus groups to understand agents' concerns and expectations.
    • Create your AI guidelines and processes alongside agents to make sure they’re bought into the implementation experience.
  • Allow agents to experiment and familiarize themselves with AI.
    • Allow agents to experiment with AI before it becomes a standard part of their work, like a sandbox.
    • Ask for agents' early feedback to be based on direct experience. Fear and uncertainty can cause them to reject new technology, while giving space for agents to familiarize themselves with AI can shift their preconceived notions and make change less concerning.

Implement deliberately to build trust

  • Document exactly how to use AI with demos and training.
    • Document how you’re adding AI to agents’ workflows and share training resources on best practices.
    • Showcase how AI works with side-by-side, before-and-after demos contrasting agent experiences with and without AI. This demonstrates how AI handles tedious parts of agents’ jobs, allowing them to focus on more meaningful work.
  • Set baseline performance metrics to quantify success.
  • Roll out a targeted pilot to prove value.
    • Consider choosing a specific support channel to implement a targeted AI pilot.
    • Use this trial to gather stats on the value of AI and share those widely.
    • To show AI’s value, consider turning on AI, then turning it off to compare the performance before and after.

Onboard your new agents faster

  • Lean on AI agents (previously known as bots) to gather all the right customer context before handing tickets over to an agent.
  • Improve productivity with tailored insights and next steps from AI.
  • Automatically route tickets with AI to develop your agents’ skill set.
    • Consider gradually increasing the complexity of the requests agents handle as they learn.
    • Use AI to route tickets to the right person based on their skill level and capacity.
    • As agents ramp up, you can automatically route them to more complicated issues.

Consider team performance and service quality

This is especially important when considering the challenges teams are facing. Challenges like surging ticket volumes, distributed teams, and new customer preferences. AI-powered workforce management (WFM) and quality assurance (QA) allow you to stay agile and manage these challenges. Contact Zendesk Sales for more information.

  • Implement workforce management to streamline forecasting, scheduling, and productivity, which enables your team to meet customer demand as it changes in real time.
  • Implement quality assurance to track your service quality. QA can score interactions, analyze trends, and identify opportunities for your team to improve.
  • Taken together, these tools make sure everything is running smoothly, across both your human teams and the AI systems you’re using.

Harness insights for continuous improvement

  • Establish automated feedback loops where agents flag flaws in support.
    • Create feedback loops where agents can quickly flag inaccurate AI responses. This promotes engagement and provides systematic feedback on how to improve. For example, create an internal Community site for this purpose.
  • Closely monitor analytics for trends and insights to improve.
    • Evaluate AI-powered reporting on trends across your customer base using resources like the Intelligent triage dashboard. Keep an eye out for problem areas like tickets with a high number of agent replies or long resolution times for particular issues.
  • Offer a dedicated forum to keep agents informed.
    • Set up a dedicated forum, such as a Slack channel or recurring meeting, to keep agents updated and encourage feedback sharing. This helps foster an environment where agents feel valued and empowered to contribute to improving things.

Conclusion

Successful AI adoption is an iterative process that requires ongoing attention, agent feedback, and continuous refinement. By maintaining open communication channels and demonstrating AI's tangible benefits, you can foster a workplace where agents view AI as an invaluable partner in delivering exceptional customer service to your customers.

Edited Mar 18, 2025 · Lisa Kelly

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Lisa Kelly commented,

CommentCustomer service best practices and recipes

Hi Ron
Thanks for asking. You have to select “Status” or “Status category” as the first Condition, not “Ticket status” See screen capture below. 

View comment · Edited Jan 13, 2025 · Lisa Kelly

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