问题
我注意到 Zendesk Support 中有一个我不认识的终端用户。Zendesk 中的用户是如何创建的?
回答
在 Zendesk 中可以通过多种方式创建用户记录。请查看下表中的信息:
方法 | 详情 |
---|---|
发送电邮到客服电邮地址* | 当您的一个客服电邮地址收到电邮时,如果用户记录不存在,Support 将自动创建一条用户记录。 |
Chat |
当客户发起在线交谈或填写离线消息表格时,Zendesk Chat 会使用用户提供的电邮地址创建新的用户记录,或创建普通的访问者记录。 |
来电 | 当您接收到新号码的来电时,Zendesk Talk 会创建一条来电人 [号码] 用户记录。 |
Facebook/X Corp | 如果您对 Facebook 或 X Corp 进行了社交媒体整合,当收到客户的消息或推文时,如果用户记录不存在,则系统会创建新的用户记录。 |
通过帮助中心手动注册* | 用户可前往帮助中心,通过注册或提交请求手动创建帐户。 |
由 Zendesk 中的专员手动添加 | 具有适当用户角色的专员可以通过专员界面手动创建新用户。 |
用户导入 | 您可以通过 CSV 文件批量导入用户。 |
抄送电邮 | 如果您的一个用户回复了工单或创建了工单,并抄送了另一个电邮地址,如果不存在该电邮身份的新用户,则 Support 会创建一个新用户。如果启用了“任何人都可以提交工单”设置,就会发生这种情况。 |
API 请求 | 可以通过直接向用户 API 端点发送请求,或通过包含新用户的工单创建 API 调用来创建用户。 |
SSO 用户设置 | 根据您的 SSO 解决方案,系统会在用户首次访问或尝试登录您的帮助中心时创建用户记录。 |
Salesforce 整合 | 如果您已经配置了 Salesforce 联系人/潜在客户与 Zendesk 用户同步,Salesforce 会在触发同步时自动创建用户记录。 |
工单共用 | 当共享合作伙伴网站的专员首次与您的 Zendesk 实例共享工单时,Support 会为所有评论过该工单的用户创建一条虚拟用户记录。 |
*注意:如果您的帐户允许任何人提交工单,就可能出现在这种情况。
有关创建终端用户的更多信息,请参阅文章:添加和管理终端用户。
4 条评论
Sabra
Hey Meri Aydinyan! If you are looking to customize the welcome emails sent to end users, I would check out this article: Customizing the welcome email and the account verification email. Right now, there's not a way to customize the CC'd users on welcome emails, but feel free to add that request to our Feedback on Support page for our product managers and other community members who have similar needs can see!
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Meri Aydinyan
Hi , about API created users ,how can we add admin's name to CC list when sending invitation email to end user.
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Russell Chee
Hey Lea Jane Hug,
I hope you are doing well and thank you for your question along with a use case. I would like to set expectations that at this current time it is not possible to achieve the workflow you are looking for with either Triggers or Automations. Having said that I would implore you to share your use case as Product Feedback here with our Product teams. Providing feedback helps grow Zendesk alongside our customers needs and ultimately one day your idea could be implemented into the UI.
Please reach out to us if you need anything else and wishing you all the best :)
Russell
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Lea Jane Hug
Is there an option to set a trigger or automation which would create a new end-user from a comment text?
For example, we have our own phone system and when we receive voicemails they get sent to our zendesk as email (ticket), we would like to have a trigger that would create a user from defined comment text. We would like to pull from the comment a defined text and use it as a trigger for automatic new user creation.
Example of the standard ticket we are dealing with:
"Voicemail from number: (xxx)xxx-xxxx
From: John Doe
Voicemail reads: Hi this is John Doe ...."
We would like to be able to create a trigger that would pull a name from comment and create an end-user (if other defined conditions are met)
Is something like that possible?
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