Managing assignments in Zendesk QA is straightforward. The list of assignments is displayed under Tasks and in the Browser Extension. You can see how much time is left to finish the assignment, the total goal, and your personal goal for shared pools of conversations.
You can filter assignments based on reviewees, reviewers, status, and sorting. For an overview or to edit an assignment's conditions, click the ℹ️ button. This management flexibility allows you to keep track of progress and make necessary adjustments to meet your quality assurance goals.
To add an assignment in Zendesk QA, navigate to Settings > Users and Workspaces, choose your workspace, and click 'Add assignment' under Assignments. You will need to enter a name for your assignment and choose its cycle repetition settings, such…
In Zendesk QA, assignments can be set up by admins, account managers, workspace managers, and leads. These roles have the necessary permissions to manage and review customer support interactions effectively. If you hold one of these roles, you can…
When setting up assignments in Zendesk QA, you have several options for choosing reviewers and reviewees. Reviewees can be selected based on their activity, such as the most active agent, a participant who left a public reply or internal note, or…
In Zendesk QA, you can set conditions to assign the right kind of conversations for reviewing. For example, you might choose to review conversations with more than three replies from the previous 30 days. These conditions help ensure that the most…
In Zendesk QA, you can set various goals for your assignments to align with your quality assurance process. You can choose whether reviewers select their own conversations or have them assigned from a pre-set list. Additionally, you can decide if…
To turn a conversation view filter into an assignment in Zendesk QA, you can set up a Conversation view filter and then click 'Turn into assignment'. This feature allows you to quickly create assignments based on existing filters, streamlining the…
In Zendesk QA, you can manage conversations within an assignment by reassigning them to other users, replacing them with another conversation that matches the filters, or removing them from the pool. This flexibility allows you to ensure that the…