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Make onboarding smoother in Zendesk with Sticky Notes buttons

Onboarding new support agents takes time. Even with training, junior agents often hesitate because they’re not sure which macro to run, where to find the right resource, or what the next step should be.

Sticky Notes buttons help remove that uncertainty by putting clear, guided actions directly inside Zendesk. Instead of memorizing processes, agents can rely on visible buttons that do the right thing in one click.

The onboarding challenge in Zendesk

New agents usually know what they want to do, but not always how to do it yet. Common pain points include:

  • Choosing the wrong macro

  • Forgetting follow-up steps

  • Switching between tickets, docs, and internal tools

  • Slower handling times while double-checking processes

This can be stressful for new hires and time-consuming for team leads.

How Sticky Notes buttons help

Sticky Notes lets you add buttons directly to the ticket view. Each button can:

  • Run a Zendesk macro

  • Open a helpful link

  • Or do both at the same time

That means junior agents don’t need to search menus or remember exact macro names. They just click the button that matches what they need to do.

Buttons can also be shown only when relevant, keeping the interface clean and focused.

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

Common onboarding use cases

Teams often use buttons to guide new agents through things like:

  • Sending standard first-reply messages

  • Logging outcomes or call summaries

  • Escalating tickets to the right group

  • Opening internal playbooks or training docs

  • Triggering follow-ups after a call or chat

Because the actions are clearly labeled, new agents gain confidence faster and make fewer mistakes.

Why this works for junior agents

Using buttons during onboarding helps teams:

  • Reduce training time

  • Standardize responses and workflows

  • Prevent missed steps

  • Support agents without constant supervision

Instead of relying on memory, agents are guided by the interface itself.

Learn more

Sticky Notes offers more ways to support new agents beyond buttons, including notices, logged notes, pinned comments, and conditional fields.

Visit the Sticky Notes product page to explore all features.

Ready to try it in your Zendesk account? Start a free trial on the Zendesk Marketplace >

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