Zendesk Implementation Templates - Go Live Guide

✅️ Start Here

• Zendesk Templates - Quick Start Guide

⚙️ Account Settings

• Adding a brand
• Adjusting Brand Settings
• Creating a Help Center
• Host mapping a brand

👥️ People

• What is a Zendesk group and how to create one
• How to add an Agent and set their role
• How to create and manage custom user fields
• How to create and manage custom organization fields
• How to bulk import users

📢️ Channels

• How to forward your email into Zendesk
• How to setup Email
• How to setup your messaging channel
• How to enable Zendesk Talk

💻️ Workspaces

• How to create and edit views
• How to create and edit macros
• How to create an agent signature
• Enabling and using Side Conversations

📐️Objects and Rules

• How to create or edit Ticket Fields
• How to create or edit a Ticket Form
• What is a Trigger and how do they work
• How to create a trigger and test
• What is an Automation and how do they work
• How to create an Automation and test

See all 10 articles