Handover Confirming Name and Email without guidance
For the Zendesk integration, I currently use Guidance for prompting to add name and email address. If a user decides not to provide that, it still creates a ticket with no return address beyond “web-user…”
Guidance works mostly but it often asks after its been provided, because it’s coached to do that.
If there was a form that just asked for that data right away by adding two fields at the beginning would solve for both I think.
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Comments1
My AskAI
Nov 14, 2025
Hi @Andy Marshall, we have a couple of options for this in the Zendesk Messaging integration:
https://support.myaskai.com/features/channels/zendesk/zendesk-playbooks#how-to-collect-email-on-handover-escalation-in-zendesk-messaging
Hope that helps!