To gather customer information efficiently, use multiple ticket forms. These forms help streamline the support process by collecting the necessary details upfront, reducing back-and-forth communication. By setting up specific ticket fields and forms, you can capture essential information about a customer's technology environment, which is particularly useful for B2C or B2B software companies.
For a more detailed guide on setting up these forms and fields, you can refer to the originalZendesk help article.
Essential ticket fields for a software support company include product, platform, environment/version, severity, about, operating system/version, browser/version, and featured status. These fields help capture detailed information about the…
Creating custom ticket fields in Zendesk involves identifying the information you need to support your ticketing processes and then setting up these fields in your Zendesk interface. You can use drop-down fields for options like product, platform,…
Using multiple ticket forms in Zendesk allows you to tailor the information collected for different types of support requests, making the process more efficient. By having specific forms for questions, bug reports, and feature requests, you can…
To tailor ticket forms for agents and end users in Zendesk, you need to create forms that include the relevant ticket fields for each audience. For agents, forms might include fields like product, platform, and severity, while end-user forms might…