This is a test of the contextual workspaces feature of Zendesk. I am writing a few notes about it so that it can be more easily searched for by the Knowledge function.
Contextual workspaces are recommendations, not restrictions, meaning that even if we use a contextual workspace to recommend a macro, if we get it wrong in that instance the agent can make a decision based on their own personal knowledge. To recommend macros, you'd use the "Macro" tab in the contextual workspaces builder, which is located in Admin Center > Workspaces > Agent Tools > Contextual Workspaces. With recommending articles, we can even narrow the search of the Knowledge function to a specific section within the Help Center.
The main questions lingering right now:
- What exactly is this going to look like for agents?
- This question should hopefully be answered by the creation of this article! Woot!
- When we are organizing the categories we'd like contextual knowledge to be presented to, I wonder if we can add "issue type" as one of those categories. If not, we may have to rely on brand, tags, and groups.
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