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Keep call scripts and prompts ready in Zendesk with Sticky Notes

Phone support moves fast. Agents don’t have time to search for scripts, copy responses from old tickets, or remember which macro to run next. The right prompts need to be visible at the exact moment a call is happening.

Sticky Notes helps keep call scripts, reminders, and next-step actions ready inside Zendesk, so agents can focus on the conversation instead of hunting for information.

The challenge with phone support scripts

In many Zendesk setups, call scripts and prompts live in separate documents, internal wikis, or long macros. That creates friction during live calls, especially when agents need to:

  • Ask the right verification questions

  • Follow a specific call flow

  • Capture key details consistently

  • Trigger the correct follow-up action

When scripts aren’t visible at the right time, steps get missed.

How Sticky Notes supports call handling

Sticky Notes gives teams a way to surface scripts and prompts directly in the ticket view, right alongside the call.

Two features work especially well together for phone support.

Dynamic call prompts with notices

Notices let you display read-only prompts that guide agents through a call. These can be simple scripts, reminders, or conditional instructions that appear only when relevant.

Because notices support placeholders and Liquid markup, the content can adapt to the ticket context. For example, a prompt can reference the requester’s name, organization, or ticket details automatically.

This makes scripts feel personal and reduces the need for agents to improvise or remember exact wording.

Notices can also be shown in a popup when the ticket is opened, ensuring critical prompts are seen before the call progresses.

For configuration details, see the Notices section in the Sticky Notes user guide.

One-click actions with buttons and macros

Buttons give agents fast access to common call actions. Each button can trigger a Zendesk macro, open a reference link, or do both at the same time.

This is useful for things like:

  • Logging call outcomes

  • Sending follow-up emails

  • Escalating to another team

  • Opening internal tools or documentation

Instead of remembering which macro to run, agents can rely on clearly labeled buttons that appear only when they’re relevant.

For more details, see the Buttons section in the Sticky Notes user guide.

Why this works well for phone teams

Keeping scripts and actions visible inside Zendesk helps teams:

  • Stay consistent across agents and shifts

  • Reduce call handling time

  • Lower training effort for new agents

  • Avoid missed steps during live conversations

Everything stays in context, attached to the ticket, and easy to act on.

Learn more

Sticky Notes includes many other features that help teams stay organized during active support work, including logged notes, pinned comments, and conditional fields.

Visit the Sticky Notes product page to explore everything it can do.

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