Customizing Data Fields in Zendesk Sell - Frequently asked questions
Explore common questions about customizing data fields in the Zendesk Sell for Support app. Learn how to tailor data fields to fit your business needs.
Frequently asked questions
How do I customize data fields in the Zendesk Sell for Support app?
To customize data fields in the Zendesk Sell for Support app, you need to configure the fields for Sell leads, people contacts, and company contacts. Start by clicking the Settings icon in Sell, then navigate to Integrations > Integrations. Under…
What permissions are needed to configure the Sell-Support integration?
To configure the Sell-Support integration, you must have Zendesk Sell account admin rights. This is essential because only admins have the necessary permissions to access and modify the integration settings. Once you have the appropriate rights,…
Can I customize the order of data fields in Zendesk Sell for Support?
Yes, you can customize the order of data fields in the Zendesk Sell for Support app. During the configuration process, you can drag and drop fields into the desired order within the widget. This allows you to prioritize the information that is…
How do I preview changes to data fields in Zendesk Sell for Support?
To preview changes to data fields in the Zendesk Sell for Support app, use the Review feature. After configuring your widget by adding, removing, or reordering fields, click the Review button. This will show you a preview of how the information…
What should I do if sales information is missing in Zendesk Sell for Support?
If sales information is missing in the Zendesk Sell for Support app, it may be because no data has been provided for that specific customer, lead, or company in Sell. Ensure that the necessary data is entered in Sell for the relevant contacts. If…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
“Our company is growing very rapidly, and we were receiving a lot of support requests. And our team was spending a huge amount of time on them. Now, our AI agent is resolving 84% of customer support conversations.”
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Zeffy
Zeffy
Read Zeffy's case study
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
Conrad Jones CX and Service Leader
Zinc
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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Customer.io($50M+ ARR)
Customer.io($50M+ ARR)
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"My AskAI's Intercom integration stood out not only because of its impressive answer accuracy but also because of how well it worked within our existing Intercom setup. The combination of precision and effortless setup made it invaluable."
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Freecash
Freecash
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