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The ticket editor integration adds a Userplane button to the Zendesk reply editor toolbar. Click it to create a recording link and insert it into your reply draft in one step — without opening the sidebar.

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How it works

1

Open a ticket

Open a ticket in Zendesk and start a reply.
2

Click the Userplane button

In the reply editor toolbar, click the Userplane button. A compact popover opens inline.
3

Create the link

Select a project and domain, optionally customize the message, then click Create Link.
4

Link is inserted

The recording link is automatically inserted into your reply draft. The popover closes and you can continue writing your response.

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Reviewing recordings

Once a customer completes a recording, there are two ways to access it:
1

Find the recording

When the recording is received, Userplane posts an internal note on the ticket — visible only to agents — with a direct link to the recording playback. Click the link to jump straight to the recording. See Zendesk Notifications for details.
2

Review the recording

Watch the video and inspect the captured data — console logs, network requests, user actions, and metadata.

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When to use the editor vs. the sidebar

Editor buttonSidebar app
AccessClick in the reply editor toolbarClick Userplane in the ticket sidebar
Best forQuickly inserting a link into a replyBrowsing recordings and creating links
SpeedFastest — inline, auto-closes after useSlightly more steps to open
ContextCompact formFull opener view with “View Recordings” option
Both surfaces use the same project and domain options, and both create the same recording links. Choose whichever fits your workflow.

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Requirements

  • The Zendesk integration must be connected.
  • The agent must be a member of the Userplane workspace.
  • Domains must be verified to appear in the domain dropdown.