Creating custom layouts in Zendesk involves understanding how they work and how they can improve agent efficiency. Best practices include focusing on solving important agent pain points, such as placing commonly-used apps in the main body of the ticket and reducing unnecessary clutter. This approach helps streamline the workflow and enhances the overall support process.
It's also recommended to create a test layout to see how it functions before fully implementing it. This allows you to assess the impact and make necessary adjustments. Additionally, consider using the layout builder to explore different configurations and find the best setup for your team.
Custom layouts in Zendesk can significantly enhance agent efficiency and improve customer experiences. By moving to custom layouts, many customers have reported faster resolutions to customer requests. Custom layouts allow you to tailor the ticket…
To check if your Zendesk account supports custom layouts, you need to verify your current plan. Custom layouts are available depending on your plan, so it's important to ensure your account meets the necessary requirements. If your current plan…
Training your agents on using custom layouts in Zendesk is crucial for optimizing their workflow and ensuring a smooth transition. Start by familiarizing your team with the new layouts and the features they can use in conjunction with them. This…
Once you and your agents are comfortable with custom layouts, you can start using them by assigning layouts to each contextual workspace. This is available for Enterprise plans. You can also set a default layout to ensure consistency across your…