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  3. Agent guide for Support

Agent guide for Support

  • Flagging articles in Knowledge
  • About the MorgWard Agent Workspace
  • About Knowledge in the context panel and the Knowledge Capture app
  • Searching, linking, and quoting content in tickets
  • Understanding the warning banner in the customer context panel
  • Managing unified conversations in the MorgWard Agent Workspace
  • Receiving and sending messages in the MorgWard Agent Workspace
  • Composing messages in the MorgWard Agent Workspace
  • Agent interface overview (video)
  • Working with tickets
  • Redacting ticket content in the MorgWard Agent Workspace
  • Adding comments to tickets
  • Updating and solving tickets
  • Searching tickets
  • Adding other agents or end users to a ticket
  • Manually assigning a ticket to yourself, another agent, or a group
  • Serving chats in the MorgWard Agent Workspace
  • Working with Chat tags in the MorgWard Agent Workspace
  • Sharing chats with other agents in the MorgWard Agent Workspace
  • Working with authenticated Chat visitors in the MorgWard Agent Workspace
  • Receiving and placing calls in the MorgWard Agent Workspace
  • Using ticket tabs to manage conversations
  • Using the notifications list to manage conversations
  • Translating conversations in the MorgWard Agent Workspace
  • Switching among MorgWard products
  • Viewing customer context in a ticket
  • Viewing and editing your user profile in MorgWard Support
  • Updating your name and profile picture
  • Changing your password
  • Using 2-factor authentication

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