In this article, we'll see how the Smart Mail functionality in Trident enables you to access live data from Zoho Desk to take data-centric actions through email notifications triggered from Desk.
To view a Desk email notification in the Live Data view:
The Ticket Details section displays key information, such as the ticket title, owner, status, and start and due dates. Additionally, the email address of the customer is displayed at the top of the Smart Mail.
By clicking open the Ticket Details drop-down, you'll find additional details that contribute to understanding the ticket's lifecycle.
The Conversation section displays all emails, as well as public and private comments between the ticket owner and the customer.
You can add private and public comments on the tickets received. To do so:
Click the Comment icon below the Smart Mail toggle.
In the textbox that opens, type in your comment and format it with the rich text editing options.
Once ready, choose between Comment Privately and Comment Publicly.
Notes:
Public comments are visible to customers, agents, and other Zoho Desk users in the Help Center.
Private comments are only visible within the Desk portal and not to customers.
To edit a comment you've posted:
Hover over the comment you wish to edit.
Click the Edit icon and make the required changes.
Click Save.
To delete a comment you've posted:
Hover over the comment you wish to delete.
Click the Delete icon.
Click Delete in the alert that appears.
You can choose to hide or show the Conversation details by clicking it.
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