Customer&Organization Management-customer context for agents

for Jira Cloud, Jira Server 8.0.0 - 9.10.2 and more
461 installs
  • Supported
  • Jira Service Management

Give your service desk agents data they need: complete customers context right in Jira

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Gain instant access to customers context

Manage customer context right in Jira without switching tools. Collect and store data on the issue view and special bird eye’s views. Search for attributes, segment customers as you need and save filters.

Let the customers complete their data

Ask customers about crucial to resolution data, and allow them to fill them by themselves. Display a special dialog on the Portal when you need extra information, and set up the user profile to self-service.

Use customers attributes to prioritize tickets

Use customer attributes to set up clear priorities for agents. Depending on the customer support package, define SLA and divide customers to VIP or basic. Take care of the ticket resolution and eliminate delays.

More details

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Transform customers' context into business advantage.

Collect additional customers' attributes manually, import data from CSV, with REST API or simply ask clients to fulfill them on the customer portal.

Create a form for the service desk portal, ask customers for additional data and manage it on the special view in Jira.

Supported fields:

  • Checkbox
  • Date
  • Dropdown
  • Email
  • Link
  • Number
  • Paragraph
  • Rich Text
  • Short Text
  • User Picker
  • and Assets!

Use cases:

Segment customers by support package. Assign attributes as VIP or Basic to clients, and based on that define SLA. Make sure that VIP customers will be taken care of first. Set up clear priorities for agents.

Create customers’ onboarding. Prepare a form and ask for data you need at the very beginning. Make sure you have all information about the ticket resolution and don’t ask again.

Boost your customer support and give service desk agents all data they need.

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Privacy and security

Privacy policy

Atlassian's privacy policy is not applicable to the use of this app. Please refer to the privacy policy provided by this app's partner.

Partner privacy policy

Resources

Integration Details

Customer&Organization Management-customer context for agents integrates with your Atlassian product. This remote service can:

  • Act on a user's behalf, even when the user is offline
  • Administer the host application
  • Administer Jira projects
  • Delete data from the host application

Gallery

Have your all needed organization or customer context right away from the issue glance.