Tag Archives: Zendesk

Zendesk Agent Scripting App – Version 9

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Our Contact Center customers using Zendesk are becoming more sophisticated, so we’re continuing to improve our Zendesk Agent Scripting app in response. This version 9 update automatically chooses scripts based upon one of the following:

  • The Zendesk brand field
  • Zendesk ticket tags
  • The value of a custom field

If you’re just using one script for everyone, this is supported as well.

Here’s how the app appears in the right hand sidebar in Zendesk:

Zingtree Setup

Script matching works by matching tree tags you set in Zingtree to values in the Brand, Tags, or a custom field in a Zendesk ticket. For example, if a tree is tagged with “astrology”, and the ticket tags include “astrology”, then that tree appears. If several trees match, then they will all appear.

First, add tags to a tree in Zingtree as follows:

  1. Select a tree from My Trees.
  2. Go to the Settings tool.
  3. Enter or select a tag from the tags field.

Zendesk Setup

You’ll need to download and configure the Zendesk Agent Scripting App version 9:

  1. Download the Agent Scripting app.
  2. In Zendesk, click the Admin icon and go to Apps > Manage.

  3. Click Upload Private App.

  4. The Upload App page appears.

  5. Enter “Zingtree Agent Scripting” for the App Name.
  6. For App File, locate the file zingtree-agent-scripting-v9.zip you downloaded in step 1.
  7. Click Upload, then confirm if necessary.

Configuring the App

Once you’ve uploaded the app, the configuration screen appears:

Here’s what each item does:

Title: A title for the app, as it displays in Zendesk.

Tree ID: If you’re installing just one script for everyone, enter the ID of your tree here.  If you will be offering multiple scripts to your agents, leave this blank.

Height (pixels): The height of the app as it appears in the Zendesk ticket sidebar.

Display in Panels Style: Tick this option to use the Panels style to display your scripts.  Untick to use Buttons style.

Open Script based upon Brand: If this option is checked, the subdomain of the selected brand will be matched to a tree tag.  Any matching tree or trees will appear.  For example, if the brand subdomain is xyz.zendesk.com, any trees tagged as xyz will appear. (Requires the Zingtree API key in this configuration.)

Open Script based upon Tags: If checked, the values in the Zendesk ticket tags will be matched with your tree tags to show one or more matching scripts. (Requires the Zingtree API key in this configuration.)

Open Script based upon Custom field: If you want to use a custom field value to show matching scripts, enter the field ID here. The Field ID can be found in Zendesk under Admin, Manage, Ticket Fields. Click Edit to see the field ID. (Requires the Zingtree API key in this configuration.)

Zingtree API key: Each organization in Zingtree has an API key, which is used to match scripts. If you’re using one of the tag matching options, this is required. Your API key can be found at zingtree.com under Help > API.

Try It with Example Data

You can use trees from the Zingtree Gallery to see how the Agent Scripting app works.

For a single tree, enter ’14’ as the Tree ID. This will show an Astrology web site troubleshooter example.

For multiple trees, see how a tree can be selected by tag by doing the following:

  1. Enter 6a103737e44e4aa6e1e4b6b0bcb46f83 as the API key.
  2. Make sure Open Script based upon Tags is checked.
  3. Try entering one or more of these tags into a ticket: “zingtree”, “astrology”, “pet_rock”.

Any questions? We’re always here to help

Zendesk Agent Scripting App – Version 6

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Zendesk continues to surge in popularity, and we’re finding that a lot of our customers are using it, especially for Call Center agent scripts.  Over the past weeks, we’ve had a lot of great conversations with our clients using Zendesk, and have come up with a big update to our Agent Scripting solution!

Update: Watch this 3 minute video to see the Zendesk Agent Scripting App in action:

Here’s an example of what you’ll see in the right side of Zendesk when opening a ticket.

New and Notable in Version 6:

    • We’ve included Agent Feedback (the orange chat bubble) – now, an agent can send notes to the Authors of the tree from any node – this feedback loop helps authors continually improve the tree scripts.

 

    • You can now have multiple scripts run from within the app.  First, you’ll need to set up Zendesk Brands. When a ticket is opened or the brand changes, the app locates a tree associated with that brand (h/t Dave T).

 

    • There is no more custom field needed – this was causing an extra “Zingtree Agent Scripting” field to appear in mobile ticket forms (h/t Emanuela).

 

  • All the latest publishing features are present in the app, including Scoring nodes.


Installing the Zendesk Agent Scripting App:

  1. Download the app from here.
  2. In your Zendesk Admin, go to Apps, Manage, and click Upload Private App.
  3. Enter a name for the App, like “Agent Scripting.”
  4. Click Choose File, and locate the file you downloaded in step 1.
  5. Click the Upload button.
  6. The App Settings screen will appear.
  7. Enter the Tree ID of the script you want to appear by default.
  8. If you want the tree to display in Panels style, check Display in Panel style. Otherwise, the tree will display in Buttons style.
  9. Optional: To take advantage of having the Agent Scripting App choose a tree according to brand, check Open script based upon Brand. Then, enter your API Key located in Zingtree, under Account, Organizations and Billing at the bottom of the page.
  10. Click Install.

Making Trees Trigger According to Zendesk Brand:

Using Zingtree’s Tree Tags, your App can select the tree that corresponds to the current Brand in use on a Zendesk ticket. Switching Brands will also switch the tree script displayed. Here’s how to set this up:

  1. In Zendesk Admin, go to Manage Brands, and locate the subdomain of the brand.  For example,  if the brand is listed as myproduct.zendesk.com, the subdomain is myproduct.
  2. In Zingtree, go to the Settings tool for your tree, and add the Zendesk subdomain as a Tree Tag.

Bonus: Insert Agent Name into Your Script

Many call center scripts start with something like “Hello, this is ______” .  You can automatically insert the name of the agent into your script simply by adding #agent# anywhere you want the agent name to appear.

Any questions? Please reach out to us any time!

Prepare Your Support Call Center for the Holiday Rush with Zingtree

The most chaotic season of the year is quickly approaching, and it’s more important than ever to prepare your call center staff for the impending holiday craziness. Beyond having helpful, well-trained agents at the ready, it’s smart to adopt technology to handle inquiries and get agents online faster.

Zingtree interactive decision trees are one way to avoid the headache of customer service disarray during the peak periods of November and December. With customers self-solving using customized decision trees and agents being guided with interactive scripts, your support team will have a happy holiday season instead of a hectic one.

Decision Trees for Customer Support

Happy customers lead to happy agent staff, and vice versa. Zingtree is an amazing tool for any customer support team, as it allows you to create custom troubleshooters to take customers, or agents, through the support flow step-by-step.

Organizations that deploy Zingtree troubleshooters have seen a 20% reduction in support costs on average. Customers are gently guided to answers, and, if a problem can’t be solved, your agents receive background information on the problem, saving time and resources. With no programming required, Zingtree decision trees and troubleshooters make it easy to build each step of the process so no important information is left behind.

With design customization and plugins to fit your integration needs, Zingtree can help you ramp up your support this season.

Agent Scripting Solutions

High-tech solutions can also empower your live support agents to be efficient and effective when communicating with customers. Agent Scripting is a robust tool for any company offering chat or phone support.

Scripts are easy to build using Zingtree’s tools, you’ll effectively reduce time and resources spent on holiday support. With powerful tracking and analytics, Zingtree agent scripts help companies collect useful data that can even be used to prepare for the holidays next year – we even have a direct integration with popular customer service platform, Zendesk!

Learn More

Remember – the holidays can be stressful, but with proper preparation for your call centers and support staff, you’ll make the load just a little bit lighter, and the season just a little more jolly!

Visit Zingtree.com to get started free for 30 days, and see how Zingtree will save you time and money.

 

3 Helpful Tips for Live Chat Etiquette

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Live chat is a great communication channel, and the preferred choice for many customers when engaging with a company; some of the appeal has to do with its ease, simplicity and brevity. When agents are appropriately trained in live chat etiquette, and have access to efficient scripting tools, they are much more likely to have a successful interaction with a customer.

In a paper published by TELUS International, the company asserts that avoiding customer frustration and brand damage should be top of mind for companies when training live chat agents. Often, customers choose live chat because it’s easy and quick; if your live chat interactions are forcing customers to put forth a lot of effort in their engagement, then your company isn’t realizing the full potential of this communication channel.

To bolster its argument for minimizing customer effort, the report cited a 2010 Harvard Business Review article where the case was made that “delighting customers doesn’t build loyalty; reducing their effort—the work they must do to get their problem solved—does.”

So, how do live chat agents reduce the customer’s effort when choosing this communication channel?

1. Keep It Brief

Reducing customer effort begins with your agent’s greeting. The greeting sets the tone of the conversation, so if it’s long-winded or muddled, your agent is placing undue burden on the customer. Once the conversation has commenced, keeping responses to the point is key to providing a positive customer experience. As mentioned earlier, being brief doesn’t mean being clipped. The goal is to provide enough information to the customer in an efficient, yet courteous, manner.

Keeping it brief is especially important when working with a frustrated customer. A simple “I’m sorry” has more impact than a convoluted, over-worded apology.

2. Make Sure It’s Concise

Concise wording will lessen the chances of misunderstanding, and providing clear answers reduces the customers’ effort. Remember that customers prefer live chat because it’s efficient, so training agents how to properly write out responses that quickly get to the heart of the issue, and using proper and robust Live Agent Scripting, are key components of efficiency.

3. Read First, Then Respond

One common problem identified by TELUS is that agents will provide quick answers without first taking the time to read or fully understand what the customer is asking – this is an efficiency killer. Whatever the reason, agents need to take the time to read what the customer has written and then respond with an answer that provides a quick solution.

Once the issue or question that the customer is getting at is identified, the agent can then provide a brief, yet concise, response that moves the conversation forward without requiring the customer to put forth much effort. This is made even simpler when using powerful scripting tools that can help the agent to stay on track and keep the engagement flowing smoothly.

This article was written by Jodi Beuder of MHI Global. Are you interested in submitting a guest blog post? Please contact us!

How to Train Customer Service Agents for Success

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No matter the reasons why a customer chooses to reach out to you, it’s important that each agent is professional, knowledgeable, courteous, and can offer expedited assistance. Training targeted specifically to areas of competency, efficiency and customer service best practices are all requirements to delivering excellent customer care.  

Training alone is not enough to account for consistent customer service delivery, though; the software that customer facing agents rely on is equally important. The technology surrounding CRM platforms is evolving and nowadays it is easier to stay nimble thanks to cloud technology. Another big change in software is the analytic capabilities that allow companies to incorporate some pretty nifty features such as customized scripts (like Zingtree!) and persistent ticket tracking, which allow for better customer experiences.

Let’s review a few training tips to take your customer service from good to awesome.

Use Your Knowledge

Customers are coming to you with a lot of product awareness, but they still expect your representative to be the expert. Customer facing agents should be trained thoroughly on all of the products and services they are responsible for representing, in addition to knowing where to quickly send a customer if s/he requires help or service from another department. Beyond product knowledge, training should be comprehensive regarding the software/hardware platforms the agent is working with.

Always Be Professional

Training customer facing agents how to handle frustrated and irate customers is key for employee morale and low turnover. If agents aren’t fully and properly trained in working with upset customers, you can plan on a revolving door in your contact center. Customer facing agents who can remain professional, even when tested, will reflect well on your company. Training agents to remain professional whenever they’re representing your company should be ongoing – there is always room for improvement!

Remain Courteous

The push and pull of a profitable company call center requires agents to efficiently resolve a customer’s issue, while also remaining polite and courteous. Training agents in how to be polite and productive is a practiced skill. As more customers demand personalized care, agent training that teaches manners and personalization techniques will be rewarded with customer loyalty.

Have Departmental Knowledge

Before an agent is allowed to work with customers, he or she needs to be broadly aware of the functions and roles of the other customer-serving departments. The next step is to ensure proper training in how to patch a customer through to the right person; this is where the need for an omni-channel strategy comes in. It’s easy to see how frustrating it can be for customers to start with one agent, then get transferred to another while having to start over at the beginning if your software doesn’t track a customer through different channels or departments.

As with all training programs, it should be relevant, easy to absorb, and appropriate to the learner. Making training tools available for various types of learners is important if what is being taught is to be incorporated into the workplace.

Customer facing agents are under a lot of stress and pressure but a good training program that is ongoing pays off in that employees are more satisfied in their jobs, which ultimately translates to more satisfied customers!  

 

This article was written by Jodi Beuder of MHI Global. Are you interested in submitting a guest blog post? Please contact us!

Zendesk Agent Scripting Update: Improvements for Inbound Callers

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We’re continuing to see traction in our call center business, especially among Zendesk clients. We recently had to find a way to keep the questions and answers tracked by Zingtree associated with a NEW ticket.  Zendesk didn’t have a way to permanently attach an identifier to a ticket so we could link the session data to it, so we had to create our own solution. This is especially handy for organizations that have inbound calls, or have agents create new tickets within Zendesk.

Version 5 of the Zendesk Agent Scripting app can be downloaded here.

Please note: If you’re migrating from Agent Scripting version 4, the state of each session will revert to the top of the tree.  So, if you’re happily using version 4, we recommend NOT upgrading to version 5.

 

Zendesk Agent Scripting App – Updated Version 4

1428079854_thumb.pngWe’re getting a lot of interest from Zendesk customers with Live Support and Call Center needs, so we’ve taken the past week to update our Zendesk Agent Scripting App to Version 4.  The latest version can be downloaded from here.

Here’s what’s new:

1. Panels View.  You can now display your trees in traditional “buttons” view, or have each clickable choice appear on a separate line in text, as shown here:

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To set this up, there’s a new setting called “Display in Panels Style” (duh).

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2. Tracking of tree nodes is improved, especially when the “back” or “reset” buttons are clicked.

3. Demo mode: Using the Agent Scripting app now uses your free allotment of Agent Credits while you are testing. In most cases, this will give you a longer trial period.

If you have additional feedback for our Zendesk app, then please reach out and let us know. In the meantime, be sure to find us on LinkedIn for questions and discussions from users like you.

Zendesk® Agent Scripting App Certified

 We’re proud to announce that our Agent Scripting App for Zendesk has been approved in their marketplace!

If you’re running a live support team or call center, and you use Zendesk Zingtree makes it easy to have interactive custom scripts for each customer to help guide your agents through superior customer service. Plus, we’ve added a few integration points specific to Zendesk as well to make sure that you’re getting the most from your structure and reporting:

  • Persistent Sessions: If an agent closes a ticket, and opens it again, the Zingtree will reappear in the same state as it was previously, with the history intact. This is also true if another agent opens the ticket.
  • Back & Reset: The Back button removes the last item from the History. The Reset button deletes the entire history, and returns to the top of the tree in case you need to start over.
  • Zendesk Tagging: Add a tag to any node using the Zingtree Edit Node tool. When that node is opened in Zendesk, the tag gets copied to the Zendesk tags for the current ticket. Likewise, if the Back or Reset buttons are pressed, the tag is removed.
  • Customizable: Use a custom CSS file to override the default look and feel of your trees within Zendesk. Zingtree uses Bootstrap 3, so any Bootstrap 3 compatible CSS theme can be used or modified.
  • Valuable Reporting: Watch the step-by-step history of each agent interaction. See which Agents or which Nodes are taking the most time.
  • Automatic Agent Detection: The Zingtree Agent Scripting App automatically determines which agent started each session, so there’s no setup or provisioning needed for getting good agent-centric reporting.

Learn more about using Zingtree for live Call Center scripting here.