Customer&Organization Management-customer context for agents

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

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

YouTube's thumbnail image for the video.

Gain instant access to customer context

Manage customer context right in Jira without switching tools. Have all data you need right in the issue view and draw from data-enrich customer profiles. Collect and store essential data within Jira.

Navigate customer data with ease

Gain customer insights at a glance. Use bird eye’s customer or organization views, search for attributes, segment customers by region or support package, save filters, and check what assets are assigned to a customer.

Use customer attributes to prioritize tickets

Customer attributes boost the quality of customer support. Use them to define SLA, in automation or reports. Put the queue in order by collecting attributes. Manage them, and meet SLA faster.

More details

Get ITSM free e-book with practical use cases đź“š

BOOK A DEMO | SOLUTION PARTNERS | SUPPORT | SECURITY | SOC 2

Transform customer context into business advantage.

Collect additional customer 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
  • 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.

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.