Viewing and updating personal settings in Zendesk QA

Customize your personal settings to enhance your QA experience. Adjust your week's start day, set goals for reviewing conversations, and manage feedback notification frequency. Create comment templates to streamline reviewing, item pinning, and coaching. Tailor notifications to receive reports via email or Slack, and set reminders to stay on track with your reviews.




Location: Zendesk QA > Settings

Your personal settings help you customize your Zendesk Quality assurance (QA)
experience. You can view or update settings such as your week's start day, the number of
conversations you aim to review each day, week, or month, and how often you want to receive
feedback notifications. Additionally, you can create comment templates to streamline your
reviewing, item pinning, and coaching processes.

To view or update your personal settings
In Quality assurance, click your profile icon in the top-right
corner.
Click Settings ( ).

Under Personal, click General. You can update the following personal settings:


General: View or update your week’s start day and how many conversations you
aim to review each day, week, or month.

Notifications: If your account admin has allowed it, customize your notification
settings. Notifications can be sent by email and Slack, depending on your account’s
setup.
You can choose to receive
daily, weekly, or monthly reports with statistics about the reviews you have given
and received.
When you configure a new notification schedule, the system first
checks whether a notification of the same type has been sent within a similar time
frame. If it finds such a notification, it holds the new notification and schedules
it to be sent later. If no matching notification is found, the system sends the new
notification immediately.
For example, when you configure notifications to be
sent Every 3 hours, the system checks whether a notification of the same type has
been sent within the past 3 hours. If it finds such a notification, it holds the new
notification and schedules it to be sent later. If no matching notification is
found, the system sends the new notification immediately.
Additionally, you can specify how often you want to receive notifications and opt
to receive reminders at the start of the week, if you haven't completed any
reviews.


Templates: Create personal templates to expedite reviewing, pinning items,
and coaching. See Creating and using templates for review in Zendesk QA.