BlueTally

BlueTally is self-serve IT asset management (ITAM) software: one place to track every laptop, monitor, phone and license your company owns, who has it, and when it is due for audit or maintenance. BlueTally is SOC 2 Type II certified.

What the app does

When an agent opens a ticket, the app looks up the ticket's requester in your BlueTally account by email address and lists every asset checked out to them, right in the ticket sidebar:

• Product, asset tag, category, manufacturer and serial number (with a copy button)

• Checkout date, warranty end, end of life, last and next audit, last maintenance

• Links to open the employee and each asset in BlueTally

• A larger "View all details" window, Refresh, and dark mode that follows Zendesk

Agents can troubleshoot hardware tickets without switching tools or asking the requester which device they use.

Requirements

A BlueTally account on a plan that includes integrations, and a BlueTally API key (a read-only key is enough).

Data disclosure

• Zendesk data accessed: the email address of the ticket requester, read only while an agent views the ticket. It is sent to BlueTally (bluetallyapp.com) only to find the matching employee and their assets. No other ticket or user data is read or sent.

• Data stored: your BlueTally API key (as a Zendesk secure setting, never exposed to the browser), your BlueTally Tenant ID and the BlueTally server of your account, in the app settings. The app keeps short-lived copies of BlueTally answers in the agent's browser session to load faster.

• The app only reads from BlueTally; it never changes your BlueTally or Zendesk data. It has no servers of its own and shares no data with third parties.

Questions: support@bluetally.com