Install it
Your helpdesk must be connected to Aide first. Settings > Agent panel has the install steps for each:- Zendesk: a Zendesk admin installs Aide from the Zendesk Marketplace, once for the whole helpdesk. It opens in the ticket sidebar. If Aide is already installed, there’s nothing to reinstall.
- Front: the Aide app you connect in Front brings the panel to the sidebar and Aide’s draft tools to the composer. Open a conversation, choose Aide among the plugins in the right sidebar, and sign in.
On a ticket
- Draft: Aide’s draft for the customer’s latest message, or a suggested reply. Insert puts it in the reply box. It never sends, and never replaces text the agent already typed.
- Feedback: rate the draft and mark each topic right or wrong, so Aide learns what your team expects.
- Suggested macros: apply one in a click with the helpdesk’s own macro.
- Orders: the customer’s Shopify orders, with items, shipments and address. Agents can refund, cancel, change the address, add a note, remove an item, send a free replacement, start a return, or hold fulfillment, and approvers approve or reject waiting actions. An action taken from Aide leaves an internal note on the ticket saying what was done.
Your preferences
In Settings > Agent panel, under “Your preferences”, each teammate chooses:- Fill the reply box (Zendesk): “Follow the workspace”, On or Off. When on, opening a ticket with a new customer message puts Aide’s draft in an empty public reply. It never fills an internal note, never replaces what you typed and never submits.
- Start collapsed: open the panel folded to its header on each ticket.