Setting Up a Billing Group in Zendesk
How can I set up a group of agents to handle billing calls in Zendesk?
To handle billing calls efficiently, you can create a group of agents specifically for this purpose. In Zendesk, groups allow you to manage agent ticket assignments based on skills and experience.
To create a Billing group, navigate to the Admin Center, click on 'People' in the sidebar, and select 'Team > Groups'. Click 'Add group', enter a name like 'Billing', and select the agents you want to include. If you're on an Enterprise plan, you can make this group private. Finally, save your changes and set up a process, such as a trigger, to assign billing-related calls to this group. For more details, check the originalZendesk article.
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