Zendesk Custom Objects - Part 3: Users

This is a four-part series on Zendesk's new Custom Objects feature. The articles cover setup, data import, using Custom Objects in forms and with agents, expanding user profiles, and displaying Custom Objects in Help Center forms.

Thomas Verschoren

Nov 21, 2023 — 9 min read

In this four part series we'll explore the new Custom Objects from an admin, agent and end-user standpoint.

Custom Object Series

The first two articles showed you how to set up custom objects and how agent can interact with them.

This third article will dive into expanding user profiles with Custom Objects and how you can use them to trigger different priorities based on linked records and how to create custom record tied to a specific user.

Customizable CSAT API

In this article I deep dive into the new API endpoints for the customizable customer satisfaction feature Zendesk recently announced. I go over the available API data and turn it into something real by making an app that shows survey results for your agents.

Formset by Cloudset for Smarter Zendesk Fields (sponsor)

My thanks for Cloudset for sponsoring this month's Internal Note newsletter.

Using Switchboard to combine Zendesk Bots and AI Agents powered by Ultimate

Zendesk AI agents come in two flavors. The native Zendesk Bot, and a more powerful one powered by Ultimate. But how do you combine both technologies in one Zendesk instance? This article will explain you how!

Filter custom ticket statuses per form.

Zendesk now allows filtering your custom status per ticket form, making the list of available statuses a lot more manageable (and logical) for your agents.