CRM Scene Customer Context
Customer details and ticket history, together in one place.
About this app
CRM Scene Customer Context gives agents the customer details and ticket history they need without leaving Zendesk Support.
Give agents useful context quickly
See contact details, language and local time when a valid time zone is available.
Confirm the organization selected on the ticket, with a clearly labeled fallback to the customer's default organization.
Review total tickets, other active tickets and recently updated tickets.
Open a larger details window for customer information, ticket lists and explained attention signals.
Highlight configured VIP or flagged tags, suspended customers, repeat contact, sampled feedback, shared tags and organization workload.
Show optional details from fields and tags already in Zendesk.
Simple to adopt
All six settings are optional, so administrators can install the app and start with the defaults. No external account, API key, OAuth connection or new custom fields are required.
The app is read-only. It uses the signed-in agent's Zendesk session and permissions, does not change tickets, customers or organizations, and does not send customer information to a CRM Scene server. Displayed details and a small temporary cache stay in the app window while it is open; customer information is not written to browser storage or cookies.
Important data limits
Counts depend on Zendesk search indexing and the agent's access. Active tickets include new, open, pending and on-hold tickets. Totals may include the current saved ticket, while the other active tickets list leaves it out.
Feedback and shared-tag signals use the first 20 history tickets loaded. Shared tags do not prove an issue happened again. Each ticket list stops at 1,000 search results. Unavailable information is shown as unavailable, never as zero. The attention score is an explained rule-based guide, not a judgment or prediction about the customer.
應用程式詳情
如何安裝
Install the app in Zendesk Support, then open an existing ticket or a new ticket with a saved customer. All six settings are optional, and you can keep the defaults to start. Select Refresh after making changes, or Open details to explore more tickets and customer information.
You can choose how many days to review (7–365), how many recent tickets to show (1–10), and when notifications appear (auto, always or never). Clearing the VIP or flagged tag list turns off that type of tag match.
An administrator can use the additional details setting to show existing fields or tags. It does not create fields. Replace the example field names and tag prefixes with the ones used in your Zendesk account.
Example settings for existing fields and tags:json
{
"plan": [{ "source": "organization_field", "key": "plan" }],
"region": [{ "source": "organization_tag_prefix", "prefix": "region_" }],
"tenant_id": [{ "source": "user_field", "key": "tenant_id" }]
}
The app does not require an API key. For setup help or troubleshooting, email support@crmscene.com or visit CRM Scene support.
留下評論
與其他Zendesk社群分享你的經驗