Integrating external apps and services with Zendesk allows you to manage user data and ticket flows across platforms like Salesforce, JIRA, or Slack. You can also add apps from the Zendesk Marketplace to connect with services like SurveyMonkey. Additionally, you can notify external targets, such as cloud-based applications, when a ticket is created or updated.
Defining your organizational structure in Zendesk involves setting up roles and groups for your team members. There are two main roles: agents, who solve tickets, and admins, who have additional access to admin features. On Enterprise plans, you…
In Zendesk, a brand is a collection of customer contact points, such as support email addresses and help centers. Depending on your plan, you can have from 5 to 300 different brands. This allows you to tailor the support experience for different…
Configuring security settings in Zendesk involves defining access security and authentication for both staff and customers. You can set password security levels and choose authentication methods, such as Zendesk user authentication, third-party…
Zendesk offers various options for ticket routing and workflows, including omnichannel routing and skills-based routing. You can use business rules like triggers and automations to define workflows. Triggers are event-based rules that run…
To add people to your Zendesk account, you can add agents, assign them roles and skills, and add them to groups and organizations. You can also import end users from an existing database or add them as they contact you for support. The security…
Going live with Zendesk involves connecting an existing email address and setting up and embedding the web widget. This allows you to start receiving support requests from your customers through various channels. Ensure that your organizational…