Show Customer Context Panel by Default - Frequently asked questions
Discover how to display the customer context panel by default in Zendesk's ticket interface. Find answers to common questions and enhance your agent's efficiency.
Frequently asked questions
How can I set the customer context panel as the default view in Zendesk?
To set the customer context panel as the default view, you need to be an administrator. Navigate to the Admin Center, click the Workspaces icon in the sidebar, and select Agent tools > Agent interface. Then, locate the 'Default to Customer Context'…
What should I do if I can't find the 'Default to Customer Context' setting?
If you can't find the 'Default to Customer Context' setting, your account might be using the Zendesk Agent Workspace instead of the standard agent interface. To check, go to Admin > Settings > Agents and see if the 'Enable Agent Workspace' option…
How can agents switch between the customer context and ticket properties tabs quickly?
Agents can quickly switch between the customer context and ticket properties tabs using keyboard shortcuts. To switch to the customer context tab, press CTRL+ALT+, and to switch back to the ticket properties tab, press CTRL+ALT+. These shortcuts…
Why should I enable the customer context panel by default?
Enabling the customer context panel by default gives agents a better picture of the customer right from the start. This can improve the efficiency and quality of customer interactions by providing immediate access to relevant customer information….
What should agents do to see changes after enabling the customer context panel?
After enabling the customer context panel as the default view, agents need to hard-refresh their browser to see the changes. This can be done by Shift-clicking the browser's refresh icon. This step is crucial to ensure that the new settings are…
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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?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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Customer.io($50M+ ARR)
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