Creating a team of chat agents in Zendesk involves adding people to your account and assigning them roles. Each agent needs an account, and you can organize them into departments based on location or responsibility. Additionally, you can assign specific skills to agents for more precise chat routing. This setup ensures that your customers are connected with the right agents who can best assist them.
To get started with Zendesk live chat as an admin, you'll need to set up your team, configure workflows, and add the chat widget to your website. First, create accounts for your chat agents and assign them roles. You can also organize them into…
Workflows in Zendesk live chat define how agents connect with chat requests and interact with customers. To set them up, create triggers that automate actions based on specific conditions, such as keywords or time of day. Set up shortcuts for…
To add Zendesk live chat to your website, you'll need to configure and deploy the chat widget. Start by customizing the chat's appearance and creating any necessary customer-facing forms. Establish security and evaluation rules to ensure a safe…
Triggers in Zendesk live chat are groups of conditions that, when met, cause specific actions to occur. These conditions can include events like keywords in chat requests or the time of day. Actions triggered can range from adding a tag to a chat…
Zendesk live chat offers two main routing options: Broadcast and Assigned. Broadcast routing notifies all agents of incoming chats, allowing any available agent to respond. Assigned routing directs chats to a single available agent, providing more…