Can you see the customer's orders or account details right inside the ticket?

Helpdesk apps for Shopify, Stripe, Salesforce and others show account details next to the conversation, so you stop switching between tabs.

How to automate it

How to automate “look up orders, accounts and history across different systems”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

30 min

typically, every day

55%

of the time can be automated

Some setup

to set up

Fix 1 of 2

Software featureBest fix

Bring order and account details into the ticket sidebar

Helpdesk apps for Shopify, Stripe, Salesforce, HubSpot and your own systems show the customer's orders and account inside the ticket, so you stop switching tabs.

Typically saves about 45% of the time1 h to set up

1List the systems you check most during tickets.
2Install the matching apps from your helpdesk marketplace (Shopify, Stripe, Salesforce, HubSpot, Jira).
3For in-house systems, ask IT about a simple sidebar app or a lookup link.
4Remove the old bookmarks and tabs you no longer need.

Tools: Zendesk Marketplace · Intercom apps · Gorgias integrations · Freshdesk Marketplace

Fix 2 of 2

Software feature

Ask your workspace AI instead of searching folders

Microsoft Copilot (formerly Microsoft Copilot), Gemini in Google Workspace, Glean, Notion AI and Slack AI can answer questions from your company's own files, chats and email.

Typically saves about 50% of the time10 min to set up

1Check whether your company already pays for Copilot, Gemini in Google Workspace, Glean, Notion AI or Slack AI.
2Ask it the question in plain words, e.g. "What did we quote Acme for the Q3 renewal?"
3Open the source it cites to confirm.
4If you have none of these, ask IT. It is often cheaper than the hours lost.

Tools: Microsoft Copilot · Gemini in Google Workspace · Glean · Notion AI · Slack AI

Quick wins

Have you tried…

Can you see the customer's orders or account details right inside the ticket?: Helpdesk apps for Shopify, Stripe, Salesforce and others show account details next to the conversation, so you stop switching between tabs.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Customer Support Agent

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