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Using Pinned Notes to Coach Agents - Frequently asked questions

Discover how to effectively use pinned notes for agent coaching. Explore common questions and solutions to enhance your team's performance with this Zendesk feature.

Frequently asked questions

How do I add notes with pins in Zendesk?

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…

Where can I access my pinned notes in Zendesk?

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,…

How can I share pinned notes with team members in Zendesk?

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…

What is the purpose of using pinned notes in Zendesk?

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…

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