Customer 360

Customer 360

Solve faster, personalize with data from your backend and third-party systems

(1)

Customer 360 Demo

Customer 360 brings powerful customer data from your backend and third-party systems into Zendesk.

  • 360-degree view of each customer
  • Boost agent productivity by at least 25%
  • Personalize effectively with easy access to the right data

With Customer 360, you can:

  • Embed analytics dashboards to display relevant customer data in each ticket
  • Automatically look up the customer based on email, user id, or custom fields
  • Create buttons that link to your backend admin tools outside of Zendesk
  • Install multiple times to display specific dashboards to agents based on roles or groups
  • Easily make changes to your dashboards without engineering support

Note: app assumes your organization already has access to an analytics platform (Looker, Tableau, etc.).

Feel free to contact us if you don't have an analytics platform or would like to learn more.

Simply install with default settings. We recommend that you update the app’s settings (App Configuration) once your dashboard URL is available.

Contact us if you have any questions or would like our team to walk you through setup.

Supported analytics platforms

Looker is an official partner and fully supported by Customer 360. Any analytics platform that supports embedding of dashboards should also work.

Dashboard URL

Link to the analytics dashboard to be embedded (iframed) in Zendesk. Use placeholders to dynamically place data about the customer into the link. See below for available placeholders.

Note: agents generally need to be logged in (authenticated) to the analytics platform in order to view the dashboard.

Dashboard Height

Height of embedded dashboard. Adjust as necessary.

Button Label

Text that appears on each button.

Button URL

Link to tool outside of Zendesk such as your admin/backend provisioning tool, Salesforce CRM, Stripe, etc. Use placeholders to dynamically place data about the customer into the link. See below for available placeholders.

Available placeholders

Placeholders are tags that represent specific details about the requester, organization, or ticket. They are useful for dynamically looking up the customer in your analytics dashboard and tools outside of Zendesk.

For example, the placeholder {{ticket.requester.email}} in https://mycompany.looker.com/embed/dashboards/1?email={{ticket.requester.email}} will automatically be replaced with the requester’s email.

The following placeholders are available for use:

  • {{ticket.requester.email}}
  • {{ticket.requester.external_id}}
  • {{ticket.requester.custom_fields.<field_key>}}
  • {{ticket.organization.id}}
  • {{ticket.organization.external_id}}
  • {{ticket.organization.name}}
  • {{ticket.organization.custom_fields.<field_key>}}
  • {{ticket.id}}
  • {{ticket.ticket_field_<field ID number>}}

Note: app assumes your organization already has access to an analytics platform (Looker, Tableau, etc.).

App Details

  • Author: myplaylist.io
  • Price: Free
  • Support: Email / Website
  • Version:1.0
  • This is an app. It will install right into your Zendesk Support account.

Reviews
Publish your app

Get your app in The Marketplace

Find out what it takes to get your app on the digital shelves.