Graham D Robson

Flowset Technical Overview

1. Flowset
2. Advanced Topics

Flowset Architecture Flowset is an application that runs on Zendesk and it controls the way that agents interact with tickets.  It provides guidance and control over what details are captured onto ...

• Edited February 07, 2023 10:18
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Formset Patterns Overview

1. Formset
2. Forms Patterns

Formset is essentially an ability to control the visibility of Zendesk Support fields by means of defining rules that state when they should be visible.  This is a powerful capability that enables ...

• Edited February 07, 2023 09:50
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Decommissioning a Cloudset Performset Installation

1. Performset
2. Introduction and Overview

  Overview The following procedure should be carried out if there is a need to completely remove the use of your Performset setup and configuration.   Click on the Performset icon (1). Press th...

• Edited December 20, 2022 15:45
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Overview of the Initial Setup Procedure (Performset)

1. Performset
2. Initial Design, Setup and Configuration (Performset)

The initial design, setup and configuration of your performance measurement solution is a consulting lead project during which a qualified Cloudset Implementation Consultant will work with you to...

• Edited July 21, 2022 12:06
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What is Performset?

1. Performset
2. Introduction and Overview

  Performance measurement is an extension module for Zendesk that provides enterprise grade Service Level Agreements (SLA).   Core Capability The core capability is a set of sophisticated t...

• Edited July 21, 2022 11:56
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Choose a Subscription Package (Performset)

1. Performset
2. Initial Design, Setup and Configuration (Performset)

Before any attempt can be made to start work on the design and implementation of your performance measurement solution it will be necessary to choose an SLA Package subscription level (4). The ...

• Edited July 21, 2022 11:54
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How to make use of Performset in your Zendesk Account

1. Performset
2. Introduction and Overview

    Performset is provided to new and existing Zendesk customers as part of a consulting lead service. Initially, it will be necessary for a qualified Cloudset Sales Consultant to gain a high le...

• Edited July 21, 2022 07:41
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Monitor and Measure Performance in Views and Reports

1. Performset
2. Using Performset Measurements in Reports and Views

The data recorded as part of your performance measurement solution and presented in the Performset Assistant can also be used within Zendesk views and Explore reports to monitor and measure your ...

• Edited June 01, 2022 13:35
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Configure the Performset Reports

1. Performset
2. Initial Design, Setup and Configuration (Performset)

There are several default configurations available to customize the behaviour of the Performset Reports. Accessing the Report Configurations Click on the Performset icon (1). Click on the Con...

• Edited May 27, 2022 14:51
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Configuring and Customizing the Performset Dashboard

1. Performset
2. Using the Performset Dashboard App

Enabling the Performset Dashboard (Performset) Click on the Performset icon (1). Click on the Configure tab (2). Select the Dashboard page (3). The Performset Dashboard can be enabled or disab...

• Edited May 27, 2022 13:59
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