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Getting Started with Zendesk Live Chat for Admins

Learn how to set up Zendesk live chat as an admin, including team creation, workflow configuration, and widget deployment.

How do I get started with Zendesk live chat as an admin?

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 departments and assign specific skills for better chat routing. Next, design workflows by creating triggers, setting up shortcuts, and choosing routing options. Finally, customize the chat widget's appearance and deploy it on your website or help center. For more details, check out theoriginal guide.


More related questions

How do I create a team of chat agents in Zendesk?

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…

What are workflows in Zendesk live chat and how do I set them up?

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…

How can I add Zendesk live chat to my website?

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…

What are triggers in Zendesk live chat and how do they work?

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…

What are the routing options available in Zendesk live 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…

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