How it fits your workflow.
Zendesk provides customer support and ticketing software. A borrower request may involve an account question, disputed information, or a payment exception. A useful workflow associates the ticket with the appropriate account while keeping the support conversation distinct from the authoritative financial or dispute record.
WORKFLOW FOCUS
Borrower support cases and account-specific service context.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Should resolving a ticket change the account balance?
Not by itself. Ticket resolution describes support work; financial changes require the appropriate servicing process and an identifiable account event.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.