Configurable cards offer significant benefits to Zendesk agents by improving efficiency and reducing the need to navigate outside the platform. By displaying essential information directly in the ticket workspace, agents can quickly access the data they need to respond to tickets. Additionally, cards can include clickable links to external resources, such as a CRM, further streamlining the workflow and saving time.
Configurable cards in Zendesk Professional plans allow you to customize the information displayed in the user essentials card within the Agent Workspace. This feature, previously available only to Enterprise accounts, is now accessible to Support…
Zendesk introduced configurable cards to Professional plans in response to customer feedback requesting more customization options in the ticket workspace. Customers on Enterprise plans valued the ability to configure the information shown to…
To configure the user essentials card in Zendesk, you need to have a Professional account with Agent Workspace activated. Once activated, you'll find the new Cards section in the Admin Center under Workspaces. From there, you can access…
No action is required to enable configurable cards if you have a Professional account with Agent Workspace activated. The feature is automatically available in the Admin Center under Workspaces, where you can start configuring your cards. If you…