How to Use User & Org Fields in Retail - Frequently asked questions
Discover how to effectively use user and organization fields in retail workflows. This page answers common questions and provides insights for optimizing your retail business processes.
Frequently asked questions
How can I segment my retail customers using Zendesk?
You can segment your retail customers in Zendesk by capturing relevant data through user fields. By setting up fields like 'Date of last purchase', 'Subscription renewal date', 'Average annual spend', 'Service level', and 'Social influence', you…
What user fields should I set up for retail customer data in Zendesk?
For retail customer data in Zendesk, you should set up user fields that capture key information about your customers. These fields include 'Date of last purchase', 'Subscription renewal date', 'Average annual spend', 'Service level', and 'Social…
How do triggers work with user fields in Zendesk?
Triggers in Zendesk work with user fields by automating actions based on the data captured in those fields. For example, if a customer has a 'Platinum' service level or spends over $1000 annually, you can create a trigger to automatically set the…
What are the benefits of using dropdown fields for customer data in Zendesk?
Using dropdown fields for customer data in Zendesk offers several benefits, including standardization and ease of data entry. Dropdown fields allow you to define specific options for data entry, such as 'Platinum', 'Gold', 'Silver', and 'Bronze'…
How can I automate customer support workflows in Zendesk?
You can automate customer support workflows in Zendesk by using triggers in combination with user fields. By capturing detailed customer data, such as service level or annual spend, you can set up triggers to perform specific actions…
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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.”
Ella Roy Customer Success Manager
Zeffy
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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.”
"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
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