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Training Agents for Optimal Zendesk Performance

Explore strategies to train agents in Zendesk Agent Workspace, enhancing their productivity and interface familiarity.

How can I train my agents to optimize their performance in Zendesk Agent Workspace?

Training agents to optimize their performance in Zendesk Agent Workspace involves familiarizing them with the interface and its features. Share basic information about the workspace and highlight new functionalities if migrating from a standard interface.

Encourage agents to use the context panel, app shortcuts, and AI features to enhance productivity. Additionally, teach them to resize panels, change text colors, and use translation features for effective communication.


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How can I optimize Zendesk Agent Workspace for multi-channel support?

To optimize Zendesk Agent Workspace for multi-channel support, configure all necessary communication channels like email, messaging, and voice within the same ticket interface. This allows agents to handle tickets without switching between…

What are the best practices for customizing the ticket interface in Zendesk Agent Workspace?

Customizing the ticket interface in Zendesk Agent Workspace involves creating custom ticket statuses and contextual workspaces to streamline workflows. This helps agents focus on relevant information and tools needed for specific tasks. You can…

How can I extend my data set to optimize ticket content in Zendesk?

To extend your data set and optimize ticket content in Zendesk, use custom objects to integrate external system data into tickets. This allows agents to access all necessary information without leaving the Zendesk interface. Custom objects enhance…

What AI features are available in Zendesk Agent Workspace?

Zendesk Agent Workspace offers various AI features to enhance service experiences, such as intelligent triage, suggested macros, ticket summaries, and comment expansion. These tools help agents manage tickets more efficiently by automating routine…

How can I configure the user essentials card in Zendesk Agent Workspace?

In Zendesk Agent Workspace, the user essentials card can be configured to display relevant information about the ticket requester. You can add, remove, and reorder standard and custom user fields to tailor the card to your needs. This customization…

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