Showing the customer context panel by default in the ticket interface (standard agent interface)




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Tip: The instructions in this article apply to the standard agent interface. If you
are using the Zendesk Agent Workspace, see Viewing customer context in the Zendesk Agent
Workspace.

Agents
can get a better picture of customers with the
customer
context
panel in the ticket interface. By
default,
to view the panel, the agent clicks the
customer
context
tab ( ) on the
upper-left
side of the ticket properties panel.

You can make the
customer
context
panel the default view of the properties panel. If you make the change, however, agents will
have to click the ticket properties tab ( ) to view the ticket information.


Tip: You can also type CTRL+ALT+, to switch to the customer context tab and
CTRL+ALT+. to switch to the ticket properties tab.

You must be an administrator to make
customer
context
the default view.
To set the
customer
context
panel as the default view of the properties panel

In Admin Center, click the Workspaces icon ( ) in the sidebar, then select Agent
tools
> Agent interface.
Locate the Default to Customer Context setting and select the Enabled
checkbox.
Click Save.

To see the change, agents currently working on tickets must hard-refresh the agent interface
by
Shift-clicking
their browser's refresh icon.
To learn more about the
customer
context
panel, see Viewing customer context in a ticket.


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