How to Use Workflow Recipes - Frequently asked questions
Frequently asked questions
How can I use triggers to manage requests from important customers in Zendesk?
You can use triggers in Zendesk to efficiently manage requests from important customers. Triggers are automated actions that occur when certain conditions are met, allowing you to prioritize and handle requests from key clients effectively. For…
What are some ways to manage an escalation queue in Zendesk?
Managing an escalation queue in Zendesk involves setting up processes to ensure that tickets requiring urgent attention are addressed promptly. This can be achieved by using triggers and automations to identify and escalate tickets based on…
How can I send automated ticket reminders to customers in Zendesk?
Sending automated ticket reminders to customers in Zendesk is a great way to keep them informed and engaged. You can set up triggers to automatically send reminder emails based on specific conditions, such as when a ticket has been open for a…
How can restricted agents assign tickets to agents outside of their groups in Zendesk?
Restricted agents in Zendesk can assign tickets to agents outside of their groups by using specific workflows and permissions. This involves setting up triggers or automations that allow ticket reassignment based on predefined conditions. By…
How can I add comments and notes to tickets using triggers in Zendesk?
Adding comments and notes to tickets using triggers in Zendesk is possible with the Advanced AI add-on. This feature allows you to automate the addition of specific comments or notes to tickets based on certain conditions. By setting up these…
How can I notify external email addresses from Zendesk?
Notifying external email addresses from Zendesk can be done using triggers and automations. This feature allows you to send notifications to external parties, such as vendors or partners, when specific ticket conditions are met. By setting up…
How do I set up basic change management in Zendesk?
Setting up basic change management in Zendesk involves creating a structured process for handling changes within your organization. This can be done by setting up specific ticket forms and workflows tailored to change management needs. By defining…
What is the light agent role in Zendesk and how is it used for customer approval workflows?
The light agent role in Zendesk is designed for users who need to view and comment on tickets without full agent permissions. This role is particularly useful in customer approval workflows, where light agents can provide necessary approvals or…
How can I manage outages using SLA policies in Zendesk?
Managing outages using SLA policies in Zendesk involves setting up specific service level agreements to ensure timely responses and resolutions. SLA policies help define the expected response and resolution times for different types of tickets,…
How can I automatically close tickets created by abandoned calls in Zendesk?
Automatically closing tickets created by abandoned calls in Zendesk can be achieved through omnichannel routing settings. By configuring these settings, you can ensure that tickets generated from calls that were not completed are automatically…
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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.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
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