Zendesk Roundup for April 2023

Subscribe to a hand-picked round-up of the best Zendesk links every month. Curated by Thomas Verschoren and published every month. Free.

Zendesk Roundup for April 2023
Offline is just online with extreme latency.

This quote does a better job explaining Messaging and Conversations than any other quote ever could. I found it in someone's LinkedIn post a while back and it really resonated.

With social channels specifically, but similar to email or webforms, it doesn't really matter if your company is active 9/5, 24/7 or if it's a public holiday. Customers have questions 365 years a day, and with the combination of Self Service, Answer Bot and Intelligent Triage you can make sure that customers can find some answers always, and that if an agent is active, they get the right kind of tickets assigned.

Similarly, with the new Teams and Slack integrations, escalating to team members becomes async too. You can be sure someone sees and will reply to your question, but until they do, that ticket can be safely in an On Hold status. Out of sight, out of mind.

Anyhow, on to the updates!

I send out this overview of Zendesk Related News every month. If you don't want to miss it, please subscribe to the blog. It's free. (Or optionally paid if you really like it)

Every new subscriber motivates me to keep putting in the effort.


🎉 New Releases

Proactive Messages for Messaging

Already mentioned in What's New March 2023, and now available: proactive conversations. I've got the featured enabled for all Flow Builder articles on this website. When you look at an article, Messaging will offer you the intent the article describes as a suggested conversation.

The fact that the feature combines both a dashboard to get insights, the ability to select specific intent and tag the conversations makes targeting the right customers and assigning to the right teams a breeze.

Announcing Proactive Messages in Messaging
Rollout start Rollout end March 27, 2023 March 30, 2023 What’s changing and why? We are thrilled to announce, launch of Proactive messages for our messaging customers. It’s our latest additi…

Custom Headers in Webhooks

Webhooks now support custom headers and API key authentication. This makes it possible to integrate Zendesk with a lot more platforms, like Zendesk's own Sell, Asana, Cloudflare or other APIs that require very specific headers.

Announcing API key authentication and custom headers for webhooks
Announced on Rollout starts March 30, 2023 March 30, 2023 Zendesk is excited to announce that you can now use API key authentication and define additional headers when configuring webhooks.…

Webhooks for Guide

Last year Zendesk announced event based triggers for Webhooks that focussed on users, organisations and groups. Now they've expanded these events to also include Help Center and Community items like article published, comment posted,..

This allows for some cool use cases like announcing new articles on Slack.

Announcing webhooks for help center and community events
Announced on Rollout on April 26, 2023 April 26, 2023 After launching the ability to set up webhooks that can receive Zendesk events last year, we’re excited to release support for initiating…

Lookup relationship fields available in Explore

Lookup relationship fields were introduced last year as a way to link Zendesk Tickets, Users and Organisations. You could assign an Account Manager to an organisation, link customers to a Sales Rep, or link a Vendor to a specific ticket.

These mappings are now available in Explore so you can create reports based on these mappings.

Announcing general availability of the Agent Availability APIs
Announced on Rollout on July 21, 2023 July 21, 2023 Zendesk is excited to announce general availability of the Agent Availability API. What is changing? Previously, agent statuses could…

Custom Objects EAP

This might be the biggest news this month. The new Custom Objects Early Access Program (EAP) is active, and if you've signed up, chances are you have access.

The new Custom Objects are basically Lookup Fields on steroids and allow for some very cool and extensive custom flows right within your Zendesk. I played around with earlier and managed to build a full Pokédex inside of my Zendesk account. Take a look at the video if you've missed it!

What is the new Custom Objects EAP?
Zendesk provides many types of native data objects for storing and managing your customer data, including tickets, users, organizations, and more. We call these standard objects. However, standard…

Since the EAP is still in active development, I've started compiling a list of remarks. Most of them also link to a Zendesk Community Post so if you agree with some of these, please add a comment or upvote the post!

Custom Objects EAP Feedback
Below is a list of feature request and remarks for the Custom Objects EAP.

All the small things


Zendesk posted a nice insight in Build vs Buy on their website. As CTO and Developer I also find this a difficult balance to strike. Do I let one of my developers develop an internal tool? Or do we buy of the shelve. It's a balance between long term maintenance cost vs short term investment.

Zendesk adds OpenAI integration to expand AI-powered customer experiences
Combining the industry leading capabilities of the Zendesk Suite with the power of OpenAl helps businesses deliver a more intelligent customer experience while saving time and money - Link

Next month it's Zendesk Relate time, and I feel Zendesk has shifted even more of their communication about the event towards AI. And what I find really curious is the way they're leaning into OpenAI. They already had a lot of ML knowhow in house thanks to the purchase of Cleverly last year, so I feel the mention of OpenAI is more a way to spark interest in the event and to catch the attention of everyone following the AI Hype, than an actual "O-o we better start doing something with this too"

I'm really curious about the full picture of new capabilities they will announce at Relate, but from what I've seen it's going to be pretty cool. 😉

⚠ Major Changes

Messaging API connections

Starting May 31, 2023, you can only use API connections to authenticate REST API calls from a messaging bot. This article walks you through the process of updating your bots to use API connections. See Updating messaging bots to use secure API connections for API calls.

Announcing the removal of legacy Slack integration notifications

If you’re using the existing Slack channel notifications, you’ll need to migrate these to triggers by September 18, 2023. After that date, these notifications will cease to notify Slack channels.

Announcing plan-based product limits for images in Guide

The introduction of plan-based product limits for images in Guide means that the number of images you can upload and use in Guide now depends on the Guide plan you are on:

🎥 Videos

🗺️ Ecosystem

Not only Zendesk (and the entire world) is playing around with ChatGPT these days. Ultimate, a major player in the Ticket Automation space, showed off a demo of their new UltimateGPT Chatbot.

Meet UltimateGPT: The LLM-Powered Bot to Revolutionize Your Support
Introducing UltimateGPT, a groundbreaking new product that integrates the power of ChatGPT into your support center and simplifies support automation.

📝 Articles this month

And finally...

Do you know the power of : in Zendesk?
If you use it in a Macro title, it'll break up the title into a Category and Title and Macros will show up as a menu with subsections in your Agent Workspace. Like this: Ticket Closings::Glad it worked

Similarly, doing the same in a Dynamic Content will activate a hidden type filter in the UI. And Typing : in any comment field will trigger an emoji dropdown! 🤯

Thanks for reading this article and the blog. If you liked this content, please consider subscribing and share this article to your colleagues.