Training Agents on Custom Layouts in Zendesk
How can I train my agents on using custom layouts in Zendesk?
Training your agents on using custom layouts in Zendesk is crucial for optimizing their workflow and ensuring a smooth transition. Start by familiarizing your team with the new layouts and the features they can use in conjunction with them. This includes understanding how the layouts will impact their day-to-day tasks and how they can leverage the new setup to improve efficiency.
It's important to provide hands-on training and allow agents to experiment with the layouts in a controlled environment, such as a sandbox (available for Enterprise plans). This will help them become comfortable with the changes and confident in using the new tools effectively.
More related questions
What are the benefits of using custom layouts in Zendesk?
Custom layouts in Zendesk can significantly enhance agent efficiency and improve customer experiences. By moving to custom layouts, many customers have reported faster resolutions to customer requests. Custom layouts allow you to tailor the ticket…
How can I check if my Zendesk account supports custom layouts?
To check if your Zendesk account supports custom layouts, you need to verify your current plan. Custom layouts are available depending on your plan, so it's important to ensure your account meets the necessary requirements. If your current plan…
What are the best practices for creating custom layouts in Zendesk?
Creating custom layouts in Zendesk involves understanding how they work and how they can improve agent efficiency. Best practices include focusing on solving important agent pain points, such as placing commonly-used apps in the main body of the…
How do I start using custom layouts in Zendesk?
Once you and your agents are comfortable with custom layouts, you can start using them by assigning layouts to each contextual workspace. This is available for Enterprise plans. You can also set a default layout to ensure consistency across your…
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