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See one customer's tickets and feedback as one story
For support and account teams preparing for an escalation or renewal who want a customer's Zendesk and Simplesat history together, by asking their AI assistant.
On this page
Connector
Connect Zendesk, pick your AI tool and paste the prompt.
The problem
A customer's tickets and feedback never line up
To understand one customer's support experience you need their Zendesk tickets and their Simplesat feedback side by side. Searching both and lining up dates by hand is slow, and email capitalisation hides matches.
Without PopdockAI
- Search Zendesk for the customer's tickets
- Search Simplesat for their responses
- Line up the dates in a spreadsheet
- Miss a match because of email capitalisation
With PopdockAI
- The person is found in both systems, ignoring email case
- Tickets and survey responses merge into one timeline
- Totals cover tickets, responses and negative answers
- Name or company differences are flagged and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Build a combined history for the customer with email `{customer-email}`: their Zendesk tickets and their Simplesat feedback, looking back `{lookback-days}` days (default 90).
**Step 1: Identify the customer in Zendesk**
Call `zendesk-get-user` with `email` = {customer-email}. If more than one user comes back, list them and stop. If none comes back, note "not a Zendesk user" and continue to Step 3.
**Step 2: Their tickets**
Call `zendesk-get-ticket` with `requester-email` = {customer-email} and `created.from` set to {lookback-days} days before today.
**Step 3: Identify the customer in Simplesat**
Call `simplesat-get-customer` with `email` = {customer-email}. Compare emails case-insensitively; Zendesk and Simplesat may store different capitalisation.
**Step 4: Their feedback**
Call `simplesat-list-responses` with `customer_email` = {customer-email} and `created_from` set to the same date as Step 2. For each response, call `simplesat-list-answers` with `response_id` = the response's `ID`.
**Step 5: Report**
* Who they are: name, organization, role and open-ticket count from Zendesk; name and company from Simplesat. Flag any difference in name or company between the two.
* A single timeline, oldest first, mixing tickets (id, subject, status, created date) and survey responses (survey name, date, sentiment, comment).
* Totals: tickets opened, tickets still open, responses, and the count of negative answers.
**Rules & Guidelines:**
* `zendesk-get-user` and `zendesk-get-ticket` are on the zendesk server. `simplesat-get-customer`, `simplesat-list-responses` and `simplesat-list-answers` are on the simplesat server.
* This prompt is read-only. Do NOT call `zendesk-update-user`, `zendesk-update-ticket`, `simplesat-add-customer` or `simplesat-send-survey-email`.
**Validation:**
* If the customer is found in neither system, say so and stop.
* If they are in one system only, report what that system has and state which system has no record.Who it's for
One answer, three teams that use it
Account managers
Prepare for a renewal conversation
See a customer's tickets and survey answers in one timeline before you talk about the renewal.
Give me the Zendesk and Simplesat history for dana@fabrikam.com over the last six months.
Support escalation leads
Understand an escalation in context
See how a customer's feedback changed alongside their tickets, so you know what led to the escalation.
Show priya@contoso.com's tickets and survey feedback in date order for the last 60 days.
Customer experience analysts
Check one customer's records match
Totals and flagged name or company differences show where the two systems disagree about the customer.
Does tom.reyes@northwindtraders.com have the same name and company in Zendesk and Simplesat, and what is his feedback history?
How it works
What PopdockAI does when you ask
You give a customer email and a period, and your AI assistant merges their tickets and feedback into one timeline. It says when only one system has a record.
01
Ask
You give a customer email and a lookback period.
02
Find
It finds the person in Zendesk and Simplesat, ignoring email case.
03
Merge
It combines their tickets and survey responses into one timeline, oldest first.
04
Report
You get who they are, the timeline and totals, with differences flagged.
What PopdockAI provides
The tools behind the answer
Ready made tools for Zendesk and one secure connection to your AI tool. No code, no exports.
zendesk-get-user
zendesk-get-ticket
simplesat-get-customer
simplesat-list-responses
simplesat-list-answers
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
A customer's tickets and feedback as one story
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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