Core capabilityShared inbox or ticket recordsTrack support conversations or tickets in a shared workspace. 4 points maximum | Supported4 / 4 pts Service ticket records are documented. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityMultiple service channelsHandle more than one channel type, such as email and live chat. 4 points maximum | Supported4 / 4 pts Messaging and ticket-based service conversations are documented. Official documentation Β· Oct 15, 2026Source β |
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Depth checkMerge or link duplicate conversationsMerge or associate duplicate tickets while retaining customer/conversation context. 5.6 points maximumAsk for a demonstrationCreate two tickets about one issue and show how they are combined or linked. A scenario to run with the supplier; not a completed product test. | Limited2.8 / 5.6 pts Ordinary tickets can merge; AI-agent tickets cannot be merged. Official documentation Β· Oct 15, 2026Source β |
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Depth checkPrevent conflicting agent repliesExpose concurrent agent activity, assignment or a documented collision control. 6.4 points maximumAsk for a demonstrationHave two agents open the same conversation and show what prevents duplicate replies. A scenario to run with the supplier; not a completed product test. | Supported6.4 / 6.4 pts Presence and collision indicators identify other agents viewing or editing a ticket on applicable plans. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityTicket or conversation assignmentRoute or assign conversations to responsible teams or agents. 4 points maximum | Not verified0β4 / 4 pts The reviewed documentation does not establish ticket or conversation assignment at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β |
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Core capabilityService workflow or SLA rulesUse configurable service workflows, escalation or SLA policies. 4 points maximum | Not verified0β4 / 4 pts The reviewed documentation does not establish service workflow or sla rules at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β |
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Depth checkBusiness-hours-aware SLA targetsApply service targets using working hours or configured business calendars. 5.6 points maximumAsk for a demonstrationOpen a ticket just before closing and show how its response deadline is calculated. A scenario to run with the supplier; not a completed product test. | Supported5.6 / 5.6 pts An SLA configured to respect business hours excludes schedule closures and holidays. Official documentation Β· Oct 15, 2026Source β |
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Depth checkEscalation for aging or breached workTrigger an alert, reassignment or other action when service work ages or breaches a rule. 6.4 points maximumAsk for a demonstrationLet a test ticket approach its target and show the configured escalation. A scenario to run with the supplier; not a completed product test. | Supported6.4 / 6.4 pts Business rules can take action before an SLA breaches. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityPublished help centerPublish customer-facing help articles or a knowledge base. 3.2 points maximum | Supported3.2 / 3.2 pts A customer knowledge-base product is documented. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityCustomer self-service answersLet customers locate help content or obtain automated answers without an agent. 3.2 points maximum | Supported3.2 / 3.2 pts Knowledge-supported AI agents answer customer questions. Official documentation Β· Oct 15, 2026Source β |
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Depth checkArticle revision or publication controlReview versions, drafts or publishing states before changing customer-facing help content. 4.8 points maximumAsk for a demonstrationEdit a live article and show the review/publish process or earlier version. A scenario to run with the supplier; not a completed product test. | Not verified0β4.8 / 4.8 pts The reviewed evidence does not establish this advanced behavior: article revision or publication control. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β |
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Depth checkKnowledge-gap or search analysisIdentify unanswered searches, unhelpful articles or missing knowledge from customer usage. 4.8 points maximumAsk for a demonstrationFind a recurring unresolved question and show how it becomes a content improvement task. A scenario to run with the supplier; not a completed product test. | Not verified0β4.8 / 4.8 pts The reviewed evidence does not establish this advanced behavior: knowledge-gap or search analysis. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β |
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Core capabilityService performance reportsReport on support conversations, demand or resolution activity. 2.4 points maximum | Supported2.4 / 2.4 pts Service reporting products are documented; confirm included report scope. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityAdvanced or custom service analyticsBuild custom reports or use documented advanced operational analytics. 2.4 points maximum | Not verified0β2.4 / 2.4 pts The reviewed documentation does not establish advanced or custom service analytics at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified Β· Oct 15, 2026Source β |
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Depth checkTrace a service metric to conversationsInspect the conversations or records contributing to a service metric. 3.2 points maximumAsk for a demonstrationOpen a response-time or resolution metric and identify the conversations counted. A scenario to run with the supplier; not a completed product test. | Not verified0β3.2 / 3.2 pts The reviewed evidence does not establish this advanced behavior: trace a service metric to conversations. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β |
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Depth checkExport service analytics dataExport service report rows or metrics for outside reconciliation. 4 points maximumAsk for a demonstrationExport a filtered report and reconcile its count with the support workspace. A scenario to run with the supplier; not a completed product test. | Not verified0β4 / 4 pts The reviewed evidence does not establish this advanced behavior: export service analytics data. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β |
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Core capabilityAI for human agentsAssist a human support agent with drafts, summaries or contextual answers. 2.4 points maximum | Supported2.4 / 2.4 pts Agent-facing Copilot is documented; package allowances require confirmation. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityAI customer-facing answersUse an AI agent to answer customer questions, with a documented escalation route or support workflow. 2.4 points maximum | Supported2.4 / 2.4 pts Zendesk documents customer-facing AI agents; package allowances require confirmation. Official documentation Β· Oct 15, 2026Source β |
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Depth checkAI answers with inspectable support sourcesInspect the knowledge or conversation sources behind AI-generated support content. 3.2 points maximumAsk for a demonstrationAsk an AI support question and open the source used for the answer. A scenario to run with the supplier; not a completed product test. | Not verified0β3.2 / 3.2 pts The reviewed evidence does not establish this advanced behavior: ai answers with inspectable support sources. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β |
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Depth checkAI handoff with conversation contextTransfer to a human while retaining the conversation or relevant captured context. 4 points maximumAsk for a demonstrationAsk the AI to escalate and show what the human agent receives before replying. A scenario to run with the supplier; not a completed product test. | Not verified0β4 / 4 pts The reviewed evidence does not establish this advanced behavior: ai handoff with conversation context. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified Β· Oct 15, 2026Source β |
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Depth checkTranslate customer replies inside the agent workspaceDemonstrate "Translate customer replies inside the agent workspace" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Translate customer replies inside the agent workspace" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkDisable AI assistance for selected support usersDemonstrate "Disable AI assistance for selected support users" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Disable AI assistance for selected support users" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkRedact selected sensitive ticket textDemonstrate "Redact selected sensitive ticket text" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Redact selected sensitive ticket text" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts Agent Workspace redacts selected ticket comment text; events are logged. Requires appropriate role/permission and Agent Workspace. Channel exclusions apply; redaction does not remove copies on external services. Official documentation Β· Oct 21, 2026Source β |
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Depth checkRemove sensitive attachments from stored ticketsDemonstrate "Remove sensitive attachments from stored tickets" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Remove sensitive attachments from stored tickets" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts Agent Workspace can redact supported ticket attachments; up to 75 attachments per operation. Requires appropriate role/permission and Agent Workspace. Channel exclusions apply; redaction does not remove copies on external services. Official documentation Β· Oct 21, 2026Source β |
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Depth checkChange ticket ownership from the mobile appOpen a test ticket on a phone, assign it to another agent and verify the new owner in the desktop workspace. 2.5 points maximumAsk for a demonstrationOpen a test ticket on a phone, assign it to another agent and verify the new owner in the desktop workspace. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts The Support mobile app lets agents select an assignee and update ticket details. Mobile supported ticket flows; advanced settings and side-conversation editing remain limited. Official documentation Β· Oct 21, 2026Source β |
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Depth checkCoach an agent privately during a live chatDemonstrate "Coach an agent privately during a live chat" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Coach an agent privately during a live chat" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkKeep external consultation separate from the customer threadDemonstrate "Keep external consultation separate from the customer thread" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Keep external consultation separate from the customer thread" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts Private side conversations keep internal or external consultation separate from the customer thread. Suite Professional or above per related official redaction article; Support-only plans do not include side conversations. Official documentation Β· Oct 21, 2026Source β |
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Depth checkCancel a reply during a send-delay grace periodDemonstrate "Cancel a reply during a send-delay grace period" with test data. Show the result, an exception case, and the required plan. 2.5 points maximumAsk for a demonstrationDemonstrate "Cancel a reply during a send-delay grace period" with test data. Show the result, an exception case, and the required plan. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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