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Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue: We use custom metrics and attributes extensively across multiple dashboards in Zendesk Analytics (Explore). When a custom attribute is updated in one report, the change is reflected in that specific dashboard (after publishing) but does not automatically apply to other dashboards using the same attribute unless they are manually republished. This primarily affects admins and analysts who manage reporting, as well as leadership teams who rely on accurate, up-to-date dashboards. What problem do you see this solving? Automatically syncing updates to shared custom attributes across all dependent dashboards would eliminate the need for manual republishing and prevent outdated or inconsistent data from being displayed. It would significantly reduce administrative overhead and the risk of reporting discrepancies. When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business? This occurs every time we update a shared custom attribute (for example, adding a new brand condition such as OR [Ticket brand] = "Brand13"). The update appears in the original dashboard immediately, but other dashboards using the same attribute do not reflect the change unless we enter Edit mode, introduce a minor unrelated change, and click “Publish changes.” Browser refreshes, cache clearing, and even device reinstalls do not resolve the issue. Because we maintain tens of dashboards, this creates a repetitive and time-consuming process and increases the risk of missing dashboards that should reflect updated logic. Are you currently using a workaround to solve this problem? (If yes, please explain): Yes. We manually edit each affected dashboard, make a temporary irrelevant change to enable the “Publish changes” button, and then republish the dashboard so that the updated custom attribute is applied. What would be your ideal solution to this problem? How would it work or function? Our ideal solution would be for all dashboards to automatically recognize and apply updates made to shared custom attributes or underlying reports without requiring manual republishing. Alternatively, there could be a “Republish/Sync all dependent dashboards” option that updates every dashboard using the modified attribute in one action
Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issueZendesk have recently launched an app for Workday. It would be great to have a similar app for SuccessFactors, as our agents are frequently going between the systems.What problem do you see this solving?To improve agent efficiency by getting the necessary information directly in Zendesk instead of going between the different systems.Are you currently using a workaround to solve this problem?We have added several custom user fields to help workaround this.What would be your ideal solution to this problem?A similar app to what you have created for Workday.
Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]:To leverage the Entity functionality of the Zendesk CoPilot add-on effectively and generate real business value, we require the ability to scope Entities to specific ticket forms. Ideally, Entities should also be configurable per brand.In our current setup, Entities are relevant for certain ticket forms but not for others. Since Entities currently apply globally across the entire Zendesk instance, they create confusion in ticket forms where they are not applicable. As a result, agents experience friction and have developed strong resistance toward using the Entity functionality.This primarily impacts agents and administrators, and indirectly affects customers due to inconsistencies in data capture and automation. What problem do you see this solving?Being able to scope Entities to specific ticket forms (and ideally brands) would significantly improve usability and agent acceptance. It would enable us to automatically extract relevant structured information without introducing confusion in unrelated workflows. When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business?This limitation affects us continuously, as we are currently unable to activate Entities productively in our environment.Because Entities cannot be restricted to relevant ticket forms, we are forced to choose between a poor user experience (due to irrelevant entity prompts) and a lower degree of automation (by not enabling Entities at all). This directly impacts efficiency, agent satisfaction, and our ability to standardize and scale structured data capture.Background: We support a wide range of different software product families in a central Zendesk brand. Each product family is represented within its own ticket form. These are different product families, but they have similar products and modules.Unfortunately, an entity that makes sense for product A (= ticket form A) not only fails to produce good results for products B, C, D, etc., but also leads to incorrect classification. Are you currently using a workaround to solve this problem?At present, agents must manually enter structured information into custom fields. This process is time-consuming, prone to human error, and reduces the overall automation potential of Zendesk CoPilot. What would be your ideal solution to this problem? How would it work or function?Entities should be configurable at the ticket form level, and ideally at the brand level.The current implementation, whereby an entity applies to an entire Zendesk instance, is not effective if you support many similar products with similar custom tickets in a Zendesk brand.
Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]:To use the Entity functionality of the Zendesk CoPilot add-on effectively and generate measurable business value, we require the ability to deactivate/remove individual entity values that are automatically derived from Custom Fields (Drop-down or Multi-select types).Not every selectable value in a custom field is suitable for entity detection. Some values are intentionally designed for manual selection by end users or agents (e.g., fallback or generic options) and should not be considered for automatic entity recognition.This limitation primarily affects administrators and agents and indirectly impacts customers due to reduced automation accuracy and consistency. What problem do you see this solving?The ability to deactivate specific entity values would significantly increase the precision of entity detection and prevent incorrect or misleading automatic classifications. This would improve both automation quality and agent trust in the CoPilot functionality. When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business?This issue affects us continuously, as we cannot productively activate Entities in their current implementation state.Certain generic or fallback values (e.g., “unknown” or “independent”) are detected disproportionately often, resulting in inaccurate classifications across tickets. Consequently, we are forced to either accept poor automation quality or disable Entities entirely, limiting efficiency and scalability. Are you currently using a workaround to solve this problem?Currently, agents must manually correct or define the relevant structured information in custom fields. This process is time-consuming, error-prone, and undermines the intended automation benefits of the Entity functionality. What would be your ideal solution to this problem? How would it work or function?Administrators should be able to deactivate individual entity values so that they are excluded from entity detection while remaining available in the underlying custom field.Example:If entity detection is used to automatically determine the relevant module or component, the entity may include a full list of modules (A–Z) as well as fallback values such as “unknown” or “independent.” These fallback values should remain selectable in the custom field but be excluded from automated entity detection.Without this granularity, generic values are over-detected, leading to systematic misclassification across the Zendesk instance.
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