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