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Change Management

Change management with CAB approvals, risk scoring, and a calendar.

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相容於

Support

開發人員

L5.AI

About this app

Change Management adds an ITIL change practice to Zendesk Support, running on native Zendesk tickets, forms, triggers, and approvals.

Changes move from draft through assessment, CAB approval, scheduling, implementation, and post-implementation review to closure, with required fields enforced at each step. Impact and likelihood score change risk against a rubric your administrators control. A change calendar, collision detection for overlapping windows, and configurable freeze periods show what else is scheduled before you commit.

Data handling

This app runs inside Zendesk and communicates only with your own Zendesk account through the Zendesk API. It has no external server component, and no ticket data, user data, or configuration is sent to L5 or to any third party.

To do its work the app reads and updates tickets, including their fields, comments, tags, assignee, group, priority, and status. It reads ticket forms and ticket field definitions to render the correct fields, and reads user, organization, and group names to display assignees and approvers. It reads and creates Zendesk approval requests, and reads satisfaction ratings and ticket metric events to build the reporting views. During setup it creates the ticket fields, ticket forms, triggers, and automation that the app requires.

The app stores its own configuration, such as access groups and scoring matrices, in a custom object record inside your Zendesk account. It also caches ticket field identifiers in the agent's browser local storage to reduce API calls. Both remain within your Zendesk account and your agents' browsers. Uninstalling the app leaves your ticket data unchanged.

About L5

L5 deploys and operates AI on purpose-built service management platforms for mid-market organizations. L5 is a top Zendesk partner, founded in 2023 in Minneapolis, serving more than 600 customers in two years. L5 is SOC 2 and ISO 27001 certified.

App 詳情

如何安裝

  1. Install the app from the Zendesk Marketplace.

  2. Open the app from the left navigation bar in Zendesk Support.

  3. Go to Settings, then Admin, and click Initialize Application.

Initialize Application creates the ticket fields, ticket forms, status triggers, and automation the app needs. It only creates what is missing, so it is safe to run again at any time. Setup is complete once it finishes; no external accounts or credentials are required.

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