Custom events and profiles in Zendesk Sunshine allow you to build a timeline of customer interactions from any source and create a unified view of a customer across all external systems. For instance, you can integrate a customer's Shopify profile and interactions into the customer context. This feature is enabled through the Custom Events APIs and Custom Profiles APIs, providing a holistic view of customer interactions.
To enable Sunshine user profiles and events, you need to access the Admin Center. First, click on 'People' in the sidebar, then select 'Configuration' followed by 'Profiles' to enable user profiles. For events, go to 'Configuration' and then 'Event…
Zendesk events are data points that flow from Zendesk products into customer context, including user profiles and interaction events from Support and Guide. These events help agents see what articles a customer has viewed, preventing repetitive…
To select event types for customer context, go to the Admin Center, click 'People' in the sidebar, and select 'Configuration' followed by 'Events'. You can choose between Zendesk events and Custom events. Check the 'Show' checkbox for any event you…
To select profile types for customer context, navigate to the Admin Center, click 'People' in the sidebar, and choose 'Configuration' followed by 'Profiles'. You'll see a list of profiles you've added. Check the 'Show' checkbox for any profile you…
Currently, the ability to initiate workflow actions from an event, such as raising a proactive ticket, is on the short-term roadmap for Zendesk. This feature would allow for proactive communication or solutions when certain events occur, enhancing…