Using Light Agent Role for Approval Workflow - Frequently asked questions
Discover how to effectively use the light agent role in customer approval workflows. This page answers common questions and provides insights into optimizing your workflow.
Frequently asked questions
How can I use the light agent role for a customer approval workflow in Zendesk?
To use the light agent role for a customer approval workflow, you can convert an approver from an end-user to a light agent. This allows you to create workflows around an end-user approver, which would be challenging otherwise. For example, in…
What are the steps to set up a light agent for approval in Zendesk?
Setting up a light agent for approval involves changing the user role and creating specific triggers. First, change the approver's role from end-user to light agent. This change might affect workflows and permissions, so be cautious. Next, create…
What should I keep in mind when using light agents in Zendesk?
When using light agents, remember that they have limited permissions compared to other agent roles. It's crucial to understand what light agents can and cannot see. Creating a dummy light agent profile can help you view the system from their…
How can I notify a requester about their approval status in Zendesk?
To notify a requester about their approval status, you can create a trigger similar to the one for notifying the approver. This trigger should inform the requester that their request is awaiting approval from their manager. Additionally, you can…
Can light agents update ticket fields in Zendesk?
Light agents cannot update ticket properties, such as ticket fields, unless they are the ticket requester. This limitation is important to consider when designing workflows that involve light agents. The primary role of a light agent in an…
Interested indeflectingover 70% of your Zendesk support tickets?
Our AI customer support agent is here to help. Trained on all your help docs, installed directly into your Zendesk account, it can be used to automate customer replies for tickets or live chat. Learn more below.
Zendesk Support Tickets
Receive new tickets by email or a support form? This integration is for you.
Learn about our Zendesk ticket integration
Zendesk Messaging (live chat)
Using Zendesk's Messaging widget on your site for live chat? This integration is for you.
Learn about our Zendesk Messaging integration
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
“Our company is growing very rapidly, and we were receiving a lot of support requests. And our team was spending a huge amount of time on them. Now, our AI agent is resolving 84% of customer support conversations.”
Ella Roy Customer Success Manager
Zeffy
Zeffy
Read Zeffy's case study
“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.”
Conrad Jones CX and Service Leader
Zinc
Zinc
Read Zinc's case study
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
"My AskAI’s Zendesk integration is saving our support agents over 35 hours per week. A massive win for the team and mitigating hundreds of hours of combined waiting time for customers. We are very pleased with the results — which have allowed us to reinvest bandwidth into other strategic areas."
Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)
Customer.io($50M+ ARR)
Read Customer.io's case study
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
"My AskAI's Intercom integration stood out not only because of its impressive answer accuracy but also because of how well it worked within our existing Intercom setup. The combination of precision and effortless setup made it invaluable."
Howard Blick Customer Service Team Lead
Freecash
Freecash
Read FreeCash's case study
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
“Our company is growing very rapidly, and we were receiving a lot of support requests. And our team was spending a huge amount of time on them. Now, our AI agent is resolving 84% of customer support conversations.”
Ella Roy Customer Success Manager
Zeffy
Zeffy
Read Zeffy's case study
“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.”
Conrad Jones CX and Service Leader
Zinc
Zinc
Read Zinc's case study
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
"My AskAI’s Zendesk integration is saving our support agents over 35 hours per week. A massive win for the team and mitigating hundreds of hours of combined waiting time for customers. We are very pleased with the results — which have allowed us to reinvest bandwidth into other strategic areas."
Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)
Customer.io($50M+ ARR)
Read Customer.io's case study
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
"My AskAI's Intercom integration stood out not only because of its impressive answer accuracy but also because of how well it worked within our existing Intercom setup. The combination of precision and effortless setup made it invaluable."
Howard Blick Customer Service Team Lead
Freecash
Freecash
Read FreeCash's case study
Reduce support costs.Spend more time on customer success.
Our AI customer support agents are already used by 👇
