Data Table & Actions

Data Table & Actions


Info
This activity is currently only available for Zendesk integrations.

The Assistant activity leverages the Data Table and Actions activities to render dynamic buttons, tabs, and data points. It can display single values, trigger PopFlows, or show multiple data fields.

You can configure multiple pages within the Assistant. These pages act as menu items agents can toggle between, each containing a mix of buttons and tabs to fetch and display relevant information.


Idea
To use the Data Tables and Actions activity, you must first open an existing Zendesk ticket—this is required for the Assistant to render within the agent interface. Learn more from Screen Pop Activities: Zendesk Ticket

Configuration Examples

[Designer View] Data Table & Actions
Zendesk Agent View
[Designer View] Data Table & Actions
The Data Table and Actions activity provides the following Configuration Parameters.

  1. Widget ID: Assigns an identifier used for targeting.
  2. The Page Selector sets the page for the configuration.
  3.  icon allows you to duplicate and delete the section. 
  4.  icon allows you to add a new page.
  5. Page Label titles the current page.
  6.   Data Table to configure a data table.
  7.  Button Actions render button actions.
Zendesk Agent View
Using the example above, the Assistant would display the following example within the Zendesk ticket.

4. The Assistant activity rendered within Zendesk.
5. Example of "New Page 1" . 

Info
"No sections provided..." appears when no buttons or tabs have been configured.
If nothing is set, it indicates the activity is misconfigured.

Data Table

Data Tables can be rendered from either an existing data set or a manually built table.

The tabs below explain configuration for each method:
  1. From Data Set: Uses a preconfigured data set within the PopFlow.
  2. Manual: Builds the data set from scratch for use in the Data Table.

From Data Set
Manual
Zendesk Agent View
From Data Set











This section shows information:
  1. Is Collapsible: When checked, the section will be collapsed by default.
    1. Uncheck to keep it expanded.
  2. Section Title: Sets the title label for the section.
  3. Description: Adds supporting text visible to the end user.
  4. Key Filters: Comma-separated list of key-value pairs from PopFlow to filter the data. 
    ⚠️ Note: The first key—whether filtered or not—will be used as the collapsible section’s title.
  5. Enter Dataset Variable: Defines the variable name used to render the section dynamically.
Manual

This section shows information:

  1. Is Collapsible: When checked, the section will be collapsed by default. Uncheck to keep it expanded.

  2. Section Title: Sets the title label for the section.

  3. Description: Adds supporting text visible to the end user.

  4. Key: defines a Key Name and Value. Ex: Custom Key

  5. Value: Applies the value to the Key

  6. Adds more Key/Value pairs.


Zendesk Agent View

The following example illustrates how the Data Table is configured using:

  1. "Abc123" is a sample value for the "First" key, displayed as the section title.

  2. "First Section" is the section title defined in the Data Table configuration.

  3. The "Description" field is shown beneath the title.

  4. Key name defined via Manual data set.

  5. Value applied to Key from Manual data set.

IdeaDid you know Assistant 

Supports multiple ticket-based triggers for dynamic options & Adapts based on different ticket conditions?

 

Button Actions

You can add Buttons or PopFlows to a Data Table using the   icon, or add standalone buttons directly to the Assistant—outside of a Data Table using
.

Info
Each button supports two action types:
  1. URL – Opens a specified link.
  2. PopFlow – Triggers a configured PopFlow.
URL Buttons
PopFlow Buttons
Zendesk Agent View
URL Buttons
  1. Add a Section Title.
  2. Add a Description.
  3. Select Link from the dropdown.
  4. Set the Key as the label for the button.
  5. Set the Value as the URL for the button to direct to.
IdeaAdd additional buttons by clicking the + icon
PopFlow Buttons
  1. Add a Section Title.
  2. Add a Description.
  3. Select Link from the dropdown.
  4. Set the Key as the label for the button.
  5. Set the Value as the name of the PopFlow for the button to execute.
IdeaAdd additional buttons by clicking the + icon


Zendesk Agent View

  1. Section Title 
  2. Description
  3. Key rendering for both URL and Popflow


Add Section

You are able to add additional sections to the Assistant by selecting Add Section. This will create a new section where additional Data Tables and Action Buttons can be built.
 

Additional Zendesk Agent View Examples

Here are more examples of how the Assistant can be configured to present options and data to Zendesk agents in real time.


Known Limitations

  1. The Assistant currently only renders on existing ticket pages in Zendesk.
    1. It does not function on new tickets, contact records, or other Zendesk pages.
  1. Data Tables display information but do not write data into Zendesk fields.
    1. To perform actions like copying data from a Data Table into Zendesk, use PopFlow automations triggered via Button Actions within the table.
  1. Data Table labels always use the first value of an array, even if multiple values are present.


Example Template

 


Download and follow along! 

Use this generic template to explore how to configure Data Table and Actions for building Assistant experiences in Zendesk.
It’s designed as a starting point to help you grasp the core concepts discussed above.
​Apply what you learn to streamline agent workflows and improve customer interactions.






    ​
    Still can’t find an answer?
    Send us a ticket and we will get back to you.

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