Tickler
Checklists in Zendesk tickets, with workflow Tickler brings structured checklists directly into your Zendesk tickets, so your team always knows what needs to be done and what’s already been handled. Whether you're onboarding a customer, managing an escalation, or handling day-to-day support work, Tickler keeps tasks visible and part of your normal workflow. No spreadsheets or side docs. Use checklists your way Create checklists on the fly, reuse templates, or trigger them automatically based on ticket conditions. Ad-hoc lists for one-off tasks Saved lists (templates) for repeatable workflows Automatic lists based on tags or field values You can run multiple checklists on a single ticket when needed. Track tasks and keep work moving Mark tasks as Done, Pending, or Skipped Add comments to individual tasks Reorder and update tasks as work evolves Track progress with a clear visual indicator Everything is saved with the ticket. Turn checklists into actions Update ticket, user, or organization fields automatically Apply macros or manage tags when tasks are completed Trigger actions per task or when the checklist is complete Add updates directly into ticket comments Keep work consistent Prevent steps from being missed or completed out of order Prevent tickets from being solved until tasks are complete Require a comment before selected tasks can be completed or skipped Use shared templates to standardize processes View full activity history for visibility and handovers Make progress visible Export checklist progress into Zendesk ticket fields Use progress in views, triggers, and notifications Built for real support teams Use Tickler to standardize onboarding, manage escalations, handle multi-step requests, and keep teams aligned on what’s done and what’s next. Advanced configuration Tickler supports YAML or JSON configuration for more complex workflows. Trigger lists using tags, fields, or combinations Customize formatting and behavior Control statuses and permissions Enable guided mode and require comments on selected tasks Getting started Tickler works directly in the Zendesk ticket sidebar and is quick to set up. For full setup and configuration, see the Tickler user guide. About Lovestock & Leaf Tickler is built by Lovestock & Leaf, creators of Zendesk apps designed to improve how support teams work. Questions? Contact support@lovestockleaf.com. Privacy policy Your privacy is important to us. Lovestock & Leaf apps do not transfer or store sensitive Zendesk data outside of Zendesk. All data is processed through Zendesk’s APIs and remains within your Zendesk environment. We are committed to transparency about how our apps handle Zendesk data. For full details, please review our company privacy policy and Zendesk API data privacy handling notice: https://www.lovestockleaf.com/privacy
Process Shepherd
Discussion Trees Empower your agents with real-time, step-by-step guidance to master complex workflows and troubleshooting tasks quickly and flawlessly. Effortlessly integrate data from external services and execute automation activities through a no-code workflow. The Discussion Trees within Process Shepherd are transformative tools for any helpdesk, redefining efficiency and effectiveness. Traditional training methods often fail to fully prepare new staff in many companies, leaving gaps in their operational knowledge. Process Shepherd fills this void by providing a sophisticated Discussion Tree solution that seamlessly integrates with your existing systems. This not only simplifies complex tasks but also shortens average handling times and significantly improves the quality of interactions, streamlining your helpdesk operations like never before. Drastically Reduce Onboarding Time Process Shepherd slashes onboarding times by up to 80%, propelling new agents from novices to experts at an unprecedented pace. By navigating through Discussion Trees, agents acquire the finesse of handling even the most intricate processes without the intensive training traditionally required. If the agent gets stuck and needs more information, there is a built-in knowledge management system. Updating business processes becomes easier than ever. Accelerate Agent Ramp-Up Cut ramp-up periods by 40% with Process Shepherd. Agents gain confidence and knowledge rapidly, as they're guided through each customer interaction step-by-step. It's like having an expert sit with your agents every step of the way. This results in quicker proficiency and a workforce ready to deliver outstanding service sooner. Reduce Average Handling Time Shave average handling times by 30%. Process Shepherd's integration with CRMs and help desks automates data collection and step completion, freeing agents from the hassle of manual entries and information searches. Our solution ensures a more efficient, error-free process flow. No Workflow is Too Complex Each step is intelligently determined by taking into account prior responses, ticket details, and customer information from your CRM. Workflows can be designed to consider every situation to ensure the best outcome every time. The no-code workflow designer is user-friendly and intended for non-technical staff, while also catering to advanced users. Enable Self service Embed decision trees right within your website or send via email so that customers can self service with integrated knowledge documentation.
