image for site

Managing Access to Sell Data for Support Agents

Discover how to manage access to Sell data for Support agents, ensuring data security and operational efficiency.

How do I manage access to Sell data for Support agents?

Managing access to Sell data for Support agents is crucial for maintaining data security and efficiency.

Under the Access to Sell information in Support settings, you can specify who can access leads, contacts, and deals. You have the option to restrict access to only Sell users or allow all agents to view this data. This setting ensures that only authorized personnel can access sensitive information, helping to maintain data integrity and streamline operations.


More related questions

What are the prerequisites for setting up the Zendesk Sell-Support integration?

Before you can set up the Zendesk Sell-Support integration, there are a few prerequisites you need to meet. Firstly, ensure you have a Sell account that is connected to a Zendesk account. Both your Sell and Support accounts must be on the same…

How do I set up the Zendesk Sell-Support integration?

Setting up the Zendesk Sell-Support integration allows you to view Support tickets in Sell and display Sell data in Support. To start, go to the Integrations section in Sell, select the Zendesk Support integration, and click Enable. You can also…

How can I configure additional settings for the Sell-Support integration?

After setting up the Sell-Support integration, you can configure additional settings to tailor the integration to your needs. Navigate to Integrations > Zendesk Support Integration > Sell app in Zendesk Support - Installed. Here, you can specify…

How can I configure lead creation settings in the Sell app for Support?

Configuring lead creation settings in the Sell app for Support allows you to streamline the lead management process. You can set the status of leads, assign sources, and designate owners when creating leads from Support tickets. This includes…

Can Support agents edit contact cards in both Support and Sell?

Currently, Support agents can only edit contact cards within the Support interface, not in Sell. This limitation means that any updates made to contact cards in Support do not automatically reflect in Sell, and vice versa. To manage this, you may…

Interested indeflectingover 70% of your Zendesk support tickets?

Our AI customer support agent is here to help. Trained on all your help docs, installed directly into your Zendesk account, it can be used to automate customer replies for tickets or live chat. Learn more below.
Zendesk logo

Zendesk Support Tickets

Receive new tickets by email or a support form? This integration is for you.
My AskAI integrated within Zendesk to deflect support tickets
Learn about our Zendesk ticket integration
Zendesk logo

Zendesk Messaging (live chat)

Using Zendesk's Messaging widget on your site for live chat? This integration is for you.
My AskAI integrated within Zendesk to deflect customer support live chat conversations
Learn about our Zendesk Messaging integration

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

Vestd company logo — Customer of My AskAI's AI customer support agents
Genesis company logo — Customer of My AskAI's AI customer support agents
Zinc company logo — Customer of My AskAI's AI customer support agents
Customer.io company logo — Customer of My AskAI's AI customer support agents
Zeffy company logo — Customer of My AskAI's AI customer support agents
NHS company logo — Customer of My AskAI's AI customer support agents
Kontakt.io company logo — Customer of My AskAI's AI customer support agents

Reduce support costs.Spend more time on customer success.

Our AI customer support agents are already used by 👇
Companies using AI assistants on their websites