Dynamic filtering improves agent efficiency by allowing them to see only the most relevant data in lookup relationship fields, reducing the time spent searching through unnecessary information. By filtering data based on the ticket's current user, assignee, requester, and organization, agents can quickly identify and associate related business data to the tickets they're working on.
This targeted approach not only speeds up the process of finding the right information but also helps agents provide more personalized and effective customer service. The introduction of dynamic filtering is part of Zendesk's commitment to enhancing the functionality of their platform and improving the overall user experience for agents.
Dynamic filtering allows admins to define filters on ticket lookup relationship fields, restricting the information presented to agents to only what's relevant to the ticket they're working on. This means that instead of showing all possible data,…
Zendesk introduced dynamic filtering to enhance and personalize the way agents interact with customers by showing only relevant data in lookup relationship fields. This change was made in response to feedback from admins who wanted to surface…
No action is required from your side for the new dynamic filtering feature. Zendesk is rolling out this feature automatically to all accounts, so you don't need to worry about any manual updates or changes. If you have any questions or need…
Lookup relationship fields in Zendesk are used to define custom relationships between standard Zendesk objects and custom objects. These fields allow you to bring diverse data into Zendesk, enhancing the way agents interact with customers by…