Understanding and Setting Up Agent Signatures in Zendesk
Zendesk agent signatures are personalised pieces of text that agents can add to their public ticket comments and outgoing messages via the agent interface. Signatures can include information like the agent's name, position, contact information, and more. Signatures aren't included if the agent responds to a ticket by email (not in Zendesk) or in email notifications sent automatically through triggers or automations.
There are different types of agent signatures:
- Common agent signature: A standard signature for all agents on the account, managed by an administrator.
- Branded agent signature: A signature that includes brand-specific information for accounts using multiple brands, also managed by an administrator.
- Personal agent signature: A signature that each agent can customise for their own use.
Step-by-Step Guide to Adding a Common Agent Signature
- In Admin Centre, click Workspaces in the sidebar, then select Agent tools > Agent interface.
- In the Signature text box, enter the signature text and any placeholders.
- The
{{agent.signature}}
placeholder is included by default and allows agents to customise their personal signature. Remove the placeholder if you don't want agents to customise their signatures.
- The
Step-by-Step Guide to Adding a Branded Agent Signature (Support Enterprise or Suite Growth and above)
- In Admin Centre, click Account in the sidebar, then select Brand management > Brands.
- Click the options menu icon ( ) next to the brand you want to update, then click Edit.
- In the Branded signature text box, enter the information you want to include in that brand's signature. You can enter the information above or below the agent signature placeholder.
- Click Save.
- Repeat as needed for your other brands.
Step-by-Step Guide to Adding a Personal Agent Signature
- In Zendesk Support, click your user icon in the upper-right corner and select View profile.
- In the Signature text box in the left sidebar, enter the signature text and any placeholders.
- Any text that your admin has configured in the common signature or a branded signature is included with your customised personal signature.
Formatting Agent Signatures
Agent signatures can be formatted using Markdown. Zendesk signatures do not currently support HTML.
Tips and recommendations for Agent Signatures
- When creating templates, remember to update fields like company name, team name, phone number, address, website URL, Help Centre URL, logo URL and social media links.
- To upload a logo image to your help centre as an asset, follow the steps on the Zendesk guide Using your own theme assets for help center.
- Once you have uploaded your logo image to your help centre theme as an asset, you will need to copy the URL link to it so you can utilise the URL in the formatting of your signature. In Guide, click the Customize design icon (
) in the sidebar. Click Customize on the theme you want to edit. Click Edit Code. In the Assets section, click the asset file you want to use. Right-click on the image and select " Copy image address" to copy the asset URL link you need to the Clipboard. Paste the asset URL somewhere temporarily for safekeeping until you are ready to use it.
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