Initial Steps for Setting Up Zendesk Support
What are the initial steps to set up Zendesk Support?
The initial steps to set up Zendesk Support involve organizing your team and configuring your support channels.
Start by adding team members, organizing them into groups, and assigning admin roles. Create custom user profile fields and set up organizations. Next, create your support email addresses and add custom ticket fields and forms. Once your team is ready, set up the support channels you want to offer, such as messaging, live chat, and voice, and determine which agents will staff these channels.
More related questions
How do I start rolling out my Zendesk Suite support solution?
To start rolling out your Zendesk Suite support solution, begin by setting up Zendesk Support as it is the hub for all Zendesk products. First, add your team members, organize them into groups, and assign admin roles. Create any necessary custom…
How can I manage support requests during non-business hours in Zendesk?
Managing support requests during non-business hours in Zendesk involves setting up a business schedule and determining how requests will be handled. You can configure your Zendesk Suite to automatically route requests received outside of business…
What is the importance of setting up a self-service channel in Zendesk?
Setting up a self-service channel in Zendesk is crucial for empowering customers to resolve issues independently. By using Guide to create a help center, you can provide knowledge base articles for common support issues. This not only helps…
How should I deploy live channels like chat and voice in Zendesk?
Deploying live channels like chat and voice in Zendesk should be done using a phased approach to ensure effective management and staffing. Start by using voice for outbound calls on complex tickets or implementing proactive live chat on your…
Why is it important to limit channel availability initially in Zendesk?
Limiting channel availability initially in Zendesk is important to gauge demand and assess training and staffing needs. By restricting availability, you can better understand the volume of support requests and ensure your team is adequately…
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