Salesforce and Zendesk importer

NEW

Plain's AI executes support work end-to-end

NEW

Plain's AI executes support work end-to-end

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May 20, 2024

Salesforce and Zendesk importer

Sync or migrate your data to Plain in just a few clicks with our latest Salesforce and Zendesk importers.

Our Salesforce importer allows you to create Customers and Tenants in Plain from Contacts and Accounts in Salesforce so you have the exact same account hierarchy in your workspace when you receive support requests from your customers.

Additionally, our Zendesk importer lets you migrate support tickets, customers, and tags from Zendesk to Plain so you don’t lose a single piece of context when switching over. Instructions on how to use both importers are available in our docs under Integrations.

We’ve also shipped a few significant improvements to the Plain app that you won’t want to miss👇.

What's new

A new Customer page shows you all support requests submitted from an end user (you can also see all support requests related to a Company as well).
Custom snooze durations now allow you to decide the period of time that you want a thread to be snoozed for - by hour, day, week, or month.

Improvements

We've improved our handling of Slack mentions more suitable for Plain deployments at large scale. You can now @-mention users in Slack channel even with thousands of users in them.
All attachments created in Plain (both from your workspace users and from your customers) are now automatically scanned for viruses. We will warn you if any attachment is a potentially malicious file.
When you create a new support request with a customer, the thread will be empty so you have a blank slate to start a new conversation.
A new ‘Open in Slack’ button allows you to open a support request in Slack directly from Plain.
We have upgraded our AI features to use the latest GPT-4o model.
Across the Plain app, badges are now interactive and will direct you to a filtered view so you can drill in on support requests by label, priority level, Tier, and much more.

We've improved our handling of Slack mentions more suitable for Plain deployments at large scale. You can now @-mention users in Slack channel even with thousands of users in them.
All attachments created in Plain (both from your workspace users and from your customers) are now automatically scanned for viruses. We will warn you if any attachment is a potentially malicious file.
When you create a new support request with a customer, the thread will be empty so you have a blank slate to start a new conversation.
A new ‘Open in Slack’ button allows you to open a support request in Slack directly from Plain.
We have upgraded our AI features to use the latest GPT-4o model.
Across the Plain app, badges are now interactive and will direct you to a filtered view so you can drill in on support requests by label, priority level, Tier, and much more.