Ideas to put to work
Support history read as a signal about the health of each client relationship.
Client health before renewal
Sofia reads tickets by organization, compares them with Salesforce renewals, and shows which accounts have open problems before a renewal.
Recurring problems sent for a fix
Sofia groups tickets by cause and, with your approval, creates a Jira issue for each recurring problem listing the affected clients.
Weekly service report
Sofia reads the week's tickets and writes volumes, themes and open items by client to a Google Sheets report.
Ticket triage
Sofia reads new tickets and, with your approval, sets priority and assignee according to your rules.
What Sofia can do with Zendesk
Sofia reads and keeps current
- Tickets
- Ticket comments
- Organizations
- Users
- Help-center articles
- Macros and views
Sofia does, with your approval where you want it
- Create a ticket
- Update a ticket
- Search tickets
- Create or update an organization
- Create a user
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- SalesforceCRM for accounts, contacts and sales pipeline
- JiraIssue and project tracking
- Google SheetsGoogle's online spreadsheets
- FreshdeskCustomer support ticketing
IntercomCustomer messaging and support inbox- ServiceNowEnterprise IT service management
- EvaluAgentQuality assurance and agent coaching for contact centres
- FreshserviceIT service management and help desk software
Let Sofia read your Zendesk tickets
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