Agent Notes
Description
Agent Notes simplifies workflows by enabling agents to create, organize, and manage notes directly within Zendesk. With features like instant copying and color-coded notes, this app ensures agents can efficiently keep track of important details and stay organized. Available in the ticket sidebar and top bar, Agent Notes is always within reach.
Key Features
- Quick Note Creation: Easily create notes within tickets for faster documentation.
- Instant Copying: Copy note content with a single click for easy sharing and reuse.
- Color-Coded Notes: Organize your notes with customizable color codes to highlight priorities.
- Accessible Anywhere: Available in the ticket sidebar and top bar, ensuring quick access at any time.
- Seamless Integration: Fully integrates into Zendesk, allowing agents to stay in their workflow.
- Easy Management: Edit, delete, or rearrange notes as needed, ensuring information is always up-to-date.
Benefits
- Enhanced Productivity: Save time by instantly creating and copying notes without leaving Zendesk.
- Better Organization: Use color coding to quickly identify and prioritize key information.
- Improved Collaboration: Share notes effortlessly to ensure team members stay informed. (Coming soon!)
- Streamlined Workflows: Reduce clutter and keep important details organized within tickets.
- Template Responses: Create reusable template responses for tickets, saving time on repetitive tasks.
How It Works
- Install the App: Quickly install Agent Notes from the Zendesk Marketplace.
- Create Notes: Add notes directly from the tickets sidebar or access them from the top bar for a broader view.
- Organize and Share: Use color coding and instant copying to manage and share notes effortlessly.