Planning for Multiple Ticket Forms in Zendesk
How should I start planning for multiple ticket forms in Zendesk?
Start planning for multiple ticket forms in Zendesk by asking yourself key questions about your current setup and needs. Consider how many fields you have, the number of organizations using Zendesk Support, and the different processes being managed. Identify commonalities in the information required among different processes or products.
Decide how many forms you want your customers and agents to choose from, and whether you need forms specifically for agents. This initial analysis will help you determine whether you need different forms per process, product, or team, ensuring you consider both customer and agent impact.
More related questions
What are the benefits of using multiple ticket forms in Zendesk?
Using multiple ticket forms in Zendesk can help streamline your support process by allowing agents to focus on a targeted set of fields. This is especially beneficial if you have a lot of custom fields or support several different products or…
What steps should I follow to create ticket forms in Zendesk?
To create ticket forms in Zendesk, follow a structured approach. First, decide on the basic breakdown of your forms based on your analysis of current needs. Then, prepare your fields by creating a spreadsheet that outlines the forms you need and…
How can I ensure my ticket forms are effective in Zendesk?
To ensure your ticket forms are effective in Zendesk, conduct thorough testing from both an end-user's and an agent's perspective. Check that field-level settings are correct, ensuring no unnecessary fields are required for end-users. Verify that…
What should I consider when deciding the number of ticket forms in Zendesk?
When deciding the number of ticket forms in Zendesk, consider the balance between simplicity and specificity. Think about how many forms you want your customers and agents to choose from, aiming for a manageable number that doesn't overwhelm users….
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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.”
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“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.”
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