Ticket examples and escalation rules
Share anonymized questions, expected categories and examples that need a person immediately. Define who owns complaints, sensitive requests and cases that cannot be answered from the approved information.
A maintained knowledge source
Identify the policies, product guidance and support articles the workflow may use. We need an owner for updates and a rule for missing or conflicting answers. Ticket access must not expose restricted source content to an unauthorized user.
Zendesk permissions and trigger inventory
We inspect the permitted API actions, custom fields, groups and existing triggers. Internal notes or field changes can still trigger account automations, so notification behavior must be checked before release.