If a visitor changes their name during a Zendesk chat, the new name will not be reflected in the Agent Workspace. Instead, a notification will appear in the user profile section.
To save the new name, you need to manually edit the user profile in Support. Once updated, the notification will disappear, ensuring the new name is saved for future interactions.
Updated visitor information doesn't reflect in Zendesk Agent Workspace during a chat because changes are only applied before a chat starts or after it ends. If a visitor updates their information during a chat, it won't be reflected until the chat…
When a visitor updates their email during a chat, the effect depends on whether the new email already exists in Zendesk Agent Workspace. If it's a new email, a new support user is created after the chat ends. If the email already exists, the…
Agents see the old visitor information during a chat because updates are only applied after the chat ends. This means any changes made during the chat session won't be visible to the agent until the chat is concluded. For instance, if a visitor…
To ensure visitor information updates are reflected in Zendesk Agent Workspace, make changes before starting a chat or after it ends. During a chat, updates won't be applied until the session concludes. For email updates, if the new email doesn't…