Customer 360

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>}}

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