Use Case: We are planning to use the "Share" function in Explore to share a dashboard with people in Contributor and/or Light Agent roles. These people are not typical users of Zendesk; we're just leveraging Explore to provide them helpful data in our partnership with them.

Problem: These partners receive an automated email from Zendesk that we cannot brand or edit. I'll paste the body of the automated email below. It comes from <no-reply@zendeskexplore.com> and it has a large Explore (Zendesk-branded) header in the email. Currently, the recipient might have no idea who the automated "ZENDESK USERNAME" is, since this is just tied to the profile of the person who shared the dashboard. The recipient also has no idea what organization/company this is related to; we will need to put our org/brand in the name of the dashboard in an attempt to convey who this is from (since that is auto-populated into the template).

Suggestion: While the email looks nice, it would be great if we could edit this email so that it comes from an email address they recognize, carries our brand, and has text and links that we can edit.

Hi firstname lastname,

ZENDESK USERNAME just invited you to be a viewer for the dashboard: Zendesk Guide: Knowledge Base and Search

Zendesk Explore provides analytics to help you measure and understand the entire customer experience. You can check out the dashboards that are shared with you and drill down to uncover more insights.

You’re just one click away from getting started. Here are some helpful items for your journey.

VIEW DASHBOARD

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