Editing Custom Report Templates in Zendesk WFM

Find out how to edit your custom report templates in Zendesk WFM, including changing names, timezones, and parameters.

Can I edit a custom report template in Zendesk WFM?

Yes, you can edit a custom report template in Zendesk WFM. To do this, hover over the folder icon and select 'Reports'. Choose the template you want to edit and click the pencil icon to enter the edit view.

In this view, you can change the name, timezone, or parameters of the report. You can also delete report templates if needed. Once you've made your changes, click 'Save'. A handy tip: after clicking the pencil icon, you can switch between different templates and edit them without needing to click the pencil icon again.

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Howard Blick, Customer Service Team Lead at Freecash

“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.”

Ella Roy Customer Success Manager
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

Read Zinc's case study

“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”

"My AskAI’s Zendesk integration is saving our support agents over 35 hours  per week. A massive win for the team and mitigating hundreds of hours of combined waiting time for customers. We are very pleased with the results — which have allowed us to reinvest bandwidth into other strategic areas."

Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)

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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”

"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."

Howard Blick Customer Service Team Lead
Freecash

Read FreeCash's case study

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Editing Custom Report Templates in Zendesk WFM

Can I edit a custom report template in Zendesk WFM?

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Interested indeflectingover 70% of your Zendesk support tickets?

Zendesk Support Tickets

Zendesk Messaging (live chat)

Join1,000+ companies reducing their support costs and freeing up support agents for more important work

“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”

“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”

“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”

“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”

“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”

“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”

“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”

“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”

Reduce support costs.Spend more time on customer success.