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Boost Ticketing Efficiency in Zendesk with Formset’s Dynamic Field Logic

13

405 tasks completed

Graham RobsonGraham Robson

#Zendesk

#Customer Support

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Formset by Cloudset transforms how support teams work in Zendesk by introducing intelligent, context-aware field management. Using advanced conditional logic, Formset dynamically displays only the fields relevant to each ticket scenario—based on factors like ticket type, customer organization, or agent role—reducing cognitive load and improving data accuracy.

With features like cascading dropdowns, conditional mandatory fields, and rule simulation tools, Formset embeds business logic directly into Zendesk forms. This streamlines complex workflows, guides agents through processes with precision, and ensures consistent, scalable ticket handling. Whether managing incidents, service requests, or multi-tier support, Formset empowers teams to work smarter and faster.

1

Input Trigger

User Input

Identify the initial trigger that indicates a need for improved help desk efficiency. This could be

2

Identify Inefficiency

Reviewed

AI Generated

Analyze the input trigger and surrounding context to pinpoint the specific inefficiency or problem t

3

Formset Feature Recommendation

Reviewed

AI Generated

Based on the identified inefficiency, recommend the most relevant Formset features to address the pr

4

Personalized Value Proposition

Reviewed

AI Generated

Craft a value proposition tailored to the specific inefficiency and target audience (using buyer per

5

Call to Action

AI Generated

Provide a clear and compelling call to action to encourage the customer to take the next step. Examp

Key Deliverables

  • Formset Feature Recommendation
  • Personalized Value Proposition
  • Call to Action