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Here are some tips to get you started. You can edit this page to see how it works!

1. Support Agent Interface

The "Customer Card" plugin adds a button to the Jira agent toolbar:

Clicking on the button opens a support agent interface (pop-up window) with the ability to quickly access the client's profile:

Also, the support agent interface can be opened from any Jira page on a separate page by clicking on the "Customer Card" item in the App submenu:

A separate plugin page where the Jira agent can quickly find, view, and add additional client information who created a service request:

2. Support Agent Interface

  • Click "Edit" to enter the Confluence editor and use the page layouts feature to structure your content using sections and columns.

  • Use headings to format your text and drag and drop images into your page to provide visual interest.

  • Click "Insert" and select "Other Macros" to add macros for navigation, special formatting and other media.


On this page:


3. Organise your pages

Here are some tips for organising your content.

  • Change the page order

The sidebar on the left displays your pages in a hierarchy. If you have Space Administrator permissions you can click "Space Tools" > "Reorder Pages" to move pages around.

  • Add labels

Labels help keep pages organised and make it easier for you to find the information you need. Click "Labels" at the bottom of a page to add or edit. The "Related pages" section on this page uses labels too!

  • Make templates

Standardise and speed up the page creation process with templates. You can create and format a template with page layouts, standard headings and instructional text for hints and guidelines. Check out our sample page on "Making a template"

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