Pinned notes in Zendesk are used to enhance coaching sessions by allowing you to save and organize important conversations and notes.
By pinning notes, you can easily revisit them during coaching sessions, ensuring that you have all the necessary information at your fingertips. This feature helps in preparing for sessions and facilitates better communication and feedback with agents.
Adding notes with pins in Zendesk is a straightforward process. You can pin notes to conversations, which allows you to revisit them during your next coaching session with an agent. To pin a conversation with notes, navigate to the Conversations…
You can access your pinned notes in the Coaching section of Zendesk. This section is specifically designed to help you manage and review your pinned notes efficiently. Once you have pinned a note, it becomes easily accessible from this section,…
Sharing pinned notes with team members in Zendesk is simple. By default, your pins are private, but you can share them by @mentioning team members. When you @mention a team member on your pin, they will be able to see the pin in their own pin…