Product Case Study

Zendesk Sunshine Platform UX and Customer Context

Launched timeline tools in Zendesk to give agents full visibility across complex user journeys.

Product Case Study

Zendesk Sunshine Platform UX and Customer Context

Launched timeline tools in Zendesk to give agents full visibility across complex user journeys.

Product Case Study

Zendesk Sunshine Platform UX and Customer Context

Launched timeline tools in Zendesk to give agents full visibility across complex user journeys.

“Kate brought a rare blend of empathy and clarity to this project. Our agents finally have the context they need—without the clutter.”

Biz/Org

Zendesk - Platform, Sunshine / Icarus

Year

2020-2021

CX SaaS

Product Strategy

Product Overview

“Now I know what’s going on before I even say hello.”

This feature set gave agents instant visibility into prior customer touchpoints and key context.

  • Defined UX for surfacing recent conversations, order status, and customer sentiment.

  • Coordinated across product and CX teams to identify critical context fields.

  • Helped architect a live data panel for CRM and custom source integration.

  • Balanced context with speed: the right info, in the right moment.

  • Drove alignment on what agents need to resolve cases faster.

Product Goals

How might we help agents understand the full story before taking action?

Zendesk agents often work blind - juggling tabs and tickets just to figure out what's happening. These tools aimed to reduce time-to-context and improve the experience for both agents and customers.

  • Reduce first-response time and back-and-forth.

  • Avoid duplicate work across agents or teams.

  • Provide contextual clues to guide better outcomes.

  • Help new agents ramp quickly with high confidence.

Challenges

  • Context needs varied widely by company and use case.

  • Pulling from multiple sources risked performance issues.

  • Required thoughtful UI to avoid visual overload.

  • Couldn’t slow down agent workflows for the sake of completeness.


Solutions

  • Created lightweight context panel that updated in real time.

  • Prioritized fields through agent ridealongs and data analysis.

  • Exposed customization options for admins to tailor views.

  • Benchmarked performance and iterated based on usability testing.

Outcome & Impact

  • Reduced agent handle time and increased resolution accuracy.

  • Boosted CSAT for teams using contextual views.

  • Became a core part of Zendesk’s agent workspace strategy.

  • Supported larger CX transformation initiatives.