Quick Actions - Zia

By default, ServiceDesk Plus has a set of 5 quick actions configured in Zia Chatbot. You can set the frequent or important actions performed by your technicians and requesters as quick actions in their respective Zia chatbot.

The selected actions will be displayed immediately when the chatbot is opened, allowing users to instantly perform the action in one click.

You can set up to 5 quick actions in the Zia Chatbot.

  1. Under Setup > Zia > Zia Chatbot, go to the Quick Actions tab.
  2. Click Manage beside the For Technicians or For Requester section to set up quick actions for the respective user.
  3. Select up to 5 actions from the Manage Quick Actions pop-up. You can use the search bar to find actions to be added in the chatbot.
  4. Click Update.
You can set up to 5 quick actions in the Zia Chatbot.

 

 

You can preview the selected actions in the Quick Actions configuration page for both technicians and requesters.

 

 

The selected actions will be displayed for the users in their chatbot as follows:

 

 

You can define custom actions in Zia based on your organization's needs. The defined actions can also be set as quick actions. Refer to Zia Chatbot page to learn more.
Selected quick actions will be removed for technicians/requesters if the action is disabled for the respective users under Zia Actions.