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We would like to be able to customize the HTML template that appears when the second CSAT question is triggered following a negative response. When the end user receives the CSAT by email, they can reply straight away, but if the response is negative, an HTML page appears that cannot be modified. The problem is that simple: this HTML format bears no identifying features of the institution, which may appear suspicious to the user. Furthermore, it gives a poor impression. This template should be customisable in line with the client’s brand image.This is a recurring problem that occurs with every CSAT sent where the rating is not positive. I am not aware of any workaround. The ideal solution would be for each client to be able to customize the template in terms of colours and font size, as well as by adding a logo and corporate images. But at the very least, it should automatically include the client’s logo, which Zendesk already has because it can be uploaded to any brand’s knowledge base.
Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issueWe are referring to the announcement “Announcing instant AI agent answers in web forms”In our Help Center, we provide articles for multiple product families. While these products operate within the same general domain, they differ significantly in terms of functionality, configuration, and support requirements.Each product family is represented by its own dedicated Help Center category. Customers submit their inquiries via web forms, and each product family has its own specific ticket form.For us to effectively leverage Instant AI agent answers, it is essential to establish a strict mapping between the ticket form and the corresponding Help Center category. In other words:If a customer submits a request for Product Family A using Ticket Form A, the Instant AI Agent must retrieve answers exclusively from Help Center Category A. Including articles from other product family categories would result in irrelevant or misleading suggestions, ultimately reducing answer quality and customer trust. This requirement primarily affects our customers (who rely on accurate instant answers), but also impacts our support agents and administrators. If AI suggestions are not precisely scoped, agents will face increased clarification effort, and customers may lose confidence in the feature. A category-based or form-based content restriction mechanism for Instant AI agent answers would therefore be critical for us to adopt this feature at scale. What problem do you see this solving?The goal is to enable customers to receive fast, targeted support through Instant AI agent answers, thereby increasing both our self-service rate and overall customer satisfaction.For this to work effectively, it is essential that the AI-generated answers are derived exclusively from articles specifically created for the relevant product family. If the system pulls content from the entire Help Center without restriction, customers may receive inaccurate or misleading information due to differences between product families.Precise content scoping is therefore critical to ensure relevance, maintain trust in the AI responses, and truly improve resolution speed and self-service adoption. 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?We are currently affected on an ongoing basis, as we are not able to fully leverage the feature in its current implementation. Due to the lack of precise scoping between ticket forms and corresponding Help Center categories, we cannot activate Instant AI agent answers in our web forms. If we did, customers submitting a request for Product Family A could potentially receive suggested answers from Product Families B, C, or others. From a customer perspective, this would be confusing and would undermine trust in the quality and relevance of the provided solutions. This limitation occurs every time we evaluate enabling the feature - which effectively means it impacts us continuously. As a result, we are unable to realize the intended benefits of higher self-service rates, faster resolutions, and improved customer satisfaction. From a business perspective, this means: Lost opportunity to deflect tickets through effective self-service Continued higher workload for support agents Reduced ability to scale support efficiently across multiple product families Until precise content scoping is possible, we cannot responsibly roll out this functionality to our customers. Are you currently using a workaround to solve this problem?At this time, we are not aware of any viable workaround.Due to the missing capability to restrict Instant AI agent answers to specific Help Center categories based on the selected ticket form, we cannot safely enable the feature. As a result, the only current option is to refrain from using it altogether. This means the limitation cannot be mitigated operationally or through configuration in its current state. What would be your ideal solution to this problem? How would it work or function?Our ideal solution would be the ability to explicitly link a ticket form to a specific Help Center category within the Instant AI agent answers configuration. Functionally, this would work as follows: Each ticket form (e.g., Product Family A) can be mapped to one or more defined Help Center categories. When a customer submits a request using that ticket form, Instant AI agent answers would only generate responses based on articles within the linked category. Articles outside of that scoped category would be excluded from consideration. This form-to-category mapping would ensure that AI-generated answers are contextually accurate and product-specific, preventing irrelevant cross-product suggestions. It would allow us to confidently activate the feature while maintaining answer quality, customer trust, and operational consistency across multiple product families.
Hello, Following this announcement from Zendesk, regarding custom user field permissions, it would be beneficial for us to have another set of “Edit” options available. Our use case is allowing agents in selected roles to be able to edit those custom user fields specifically, allowing more granular control over sensitive data in those fields.This selection could be available next to the “View” selection of the roles (screenshot example below):Please let us know if this is something that can be implemented, as we believe it can have impact on a lot of Zendesk's customers. Thank you.
Feature Request Summary Enhanced flexibility for Zendesk WFM Performance Boards to include granular date toggles (Daily/Weekly/Monthly), dynamic agent/group filtering (threshold-based), and the ability to pull in custom metrics beyond standard system defaults. Use CaseOur leadership team and agents will begin using Performance Boards to track Average Handle Time (AHT) as a primary coaching metric, but AHT alone doesn't tell the whole story. Custom Metrics: We need to display proprietary or calculated metrics (e.g., "Productivity Score", ticket touches by group, comments per hour, ticket time/working time%) directly on the board. Currently, we are limited to standard system metrics, which forces us to export data to third-party tools just to see a holistic view of agent performance. Date Flexibility: Agents need to see how they are performing today to make adjustments, or over a month to see long-term trends, rather than being locked into a weekly view or daily view only. They need the ability to adjust the view. Leaderboard Parameters: We want to create a fair competitive environment. New hires often have high AHTs that skew the leaderboard. We need the ability to filter out "outliers" (e.g., anyone with an AHT > 10 minutes) so seasoned agents aren't compared against trainees, and trainees aren't discouraged by seeing their names at the bottom of a public list. Product limitation or missing feature Metric Rigidity: Performance boards are currently limited to "out-of-the-box" metrics and do not support custom-calculated fields or external data points. Fixed Timeframes: Lack of a quick filter to switch between Daily, Weekly, and Monthly views. Lack of Inclusion/Exclusion Logic: No way to dynamically filter the leaderboard based on performance thresholds or to easily exclude specific groups (like "New Hire Nesting"). Business impact of limitation or missing feature Data Fragmentation: Because we can't see custom metrics in the WFM board, agents and leads have to "toggle-hop" between different windows, leading to a loss of focus and reduced "source of truth" status for Zendesk WFM. Agent Morale: New agents risk exposed or "called out" when their high AHTs appear on a leaderboard next to veterans, which can negatively impact retention during the onboarding phase. Coaching Efficiency: Managers spend significant time manually filtering data or explaining "outlier" data to the team instead of coaching to the numbers. Other necessary information or resourcesIdeally, the Custom Metric feature would allow us to use a formula builder similar to Zendesk Explore to create unique KPIs that can be displayed alongside standard WFM data.
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