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How To Complete Your Zendesk Set Up Quickly and Easily

How To Complete Your Zendesk Set Up Quickly and Easily

Setting up Zendesk Support can be a complex process, but having a plan or a checklist to work off of can make the process easier to navigate. 

Here is an overview of what a basic Zendesk setup process typically looks like to help you quickly and easily get your Help Center up and running!

5 Essential Steps For Every Zendesk Set Up

The Zendesk Set Up process may vary depending on which products you are using and how you plan to integrate them into your business. But these 5 steps are essential to just about every Zendesk instance.

1. Invite Your Team

Zendesk works best when every member of your team has access to the information they need, and adding everyone’s email addresses to your platform from the beginning can help you make sure that everyone is ready to go. You can then consider how your business might best support each member of your team throughout the Zendesk setup and onboarding process. 

  1. Navigate to the Admin Center and select Team > Team Members
  2. Click Add Team Member
  3. Enter the name and email address of each team member
  4. Select the Support Role from the drop down list

2. Set Up Your Support Channels

Making sure your customers have access to your Support in the way that works best for them is an important step in improving your overall customer service experience. This means making sure your teams are equipped to respond to customers’ needs by email, online chat, and voice chat as soon as you set it up instead of sticking to the original setting that only provides services by email is an important step in making sure your customers get the answers they need when they need them. 

  1. In the Admin Center go to Channels > Support
  2. Follow the instructions provided to connect your desired support channels

3. Set Up Your Apps and Integrations

Choosing the best app options for the nature of your business can go a long way toward providing the most customized experience possible for your customers. Zendesk allows businesses to integrate a wide range of tools into their platforms, such as MailChimp, Salesforce, and JIRA, so you can deliver an exceptional customer experience within a unified system that is faster and more reliable.

  1. From Zendesk, go to Apps > Marketplace and search the integration you want
  2. Click Install
  3. Follow the directions provided to install and configure the integration

4. Set Up Your Ticketing Workflows

Quickly understanding what needs the customers associated with each ticket have can help your team provide more effective customer service. Your views, macros, triggers, automations, service level agreements, and other statistics associated with your ticketing workflows can give you an idea of how well each Support area is performing and which areas can benefit from improvements. Incorporating this data is critical, so your business can properly respond to  customers’ expectations in a quick and credible manner. 

  1. In the Admin Center, select Settings > Tickets
  2. Customize various ticket settings, such as ticket fields, tags, automations, and triggers. 
  3. Configure these settings according to your support workflow and requirements.

5. Train Your Team

Provide training to your support team on how to use Zendesk effectively. Familiarize them with ticket management, responding to customer queries, using macros and automations, and accessing relevant customer information.

Explore More Complex Settings with Aktie Now

Setting up your Zendesk support module is a fairly simple process, but that doesn’t mean there is no room for error. Aktie Now provides several levels of implementation support, including a fixed-scope implementation that is designed to get you up and running quickly as well as more complex customizations and training.

Contact us today to learn how we can help you.

Learn more about Zendesk For Startups

Where to Find Zendesk Customer Support

Where to Find Zendesk Customer Support

Zendesk Customer Support comes in handy when you have a specific question or issue you need help with. Simply interact with their chatbot, known as Z Bot, to get the help you need or connect with a live agent.

While Zendesk Customer Support is an excellent resource for users, there may be times when you can’t get through or need additional help with a complex or lesser-known issue. In this article, we’ll list a few different avenues you can explore for additional Zendesk support. 

Additional Zendesk Customer Support Resources

If you are experiencing an issue with Zendesk, try some of these additional Zendesk customer support resources to find the assistance you are looking for:

1. Zendesk Help Center

The Zendesk Help Center is a comprehensive resource that provides a wealth of information for Zendesk users. It is designed to help users quickly find answers to their questions and learn how to use Zendesk’s various features effectively. 

The Help Center is organized into several categories, such as Getting Started, and each category contains numerous articles, videos, and tutorials.

Zendesk Help Center is a great alternative because it offers self-service options. Rather than waiting for a response, you can search for knowledge base articles related to your issue and find a solution on your own. It features a robust search engine that allows you to search for topics by keyword to find the information you need quickly.

2. Zendesk Community

The Zendesk Community is a forum where users can ask questions, share knowledge, and connect with other Zendesk users. The Zendesk Community is moderated by Zendesk so that users can receive accurate and reliable information. The Community is a great platform for users to share their experiences and learn from others who have encountered similar issues.

Users can interact with each other, offer advice, and share best practices. This fosters a sense of community among Zendesk users and provides a supportive environment for users to learn and grow. You can browse through the community or search for existing threads to find solutions to your issue. 

Whether you’re looking for advice or support or just want to connect with other Zendesk users, the community is a valuable resource that can help you get the most out of your Zendesk account.

3. Zendesk Consultants

Zendesk Consultants are third-party experts specializing in providing consulting services for Zendesk users. They offer various services, including implementation, customization, and optimization of Zendesk accounts. 

Zendesk Consultants can be an excellent alternative resource for users who need more hands-on support with their Zendesk account than what Zendesk’s official support channels can provide. Zendesk Consultants have a deep understanding of the platform’s features and capabilities. 

They can provide personalized support tailored to your specific needs and work with you to design a customized solution that produces your desired outcome. This includes setting up workflows, customizing the user interface, and system integration.

Level Up Your Zendesk

Zendesk offers a range of alternative resources for users who need help with their accounts. Whether you’re looking for quick answers or more specialized support, these alternatives can help you get the most out of your Zendesk account and provide a better experience for your customers.

Whether you are just getting started with Zendesk or looking to scale your customer support operations, Aktie Now is here to provide you with a complete X-ray of your operations and implement your Zendesk platform to properly accommodate your processes and requirements. Contact us today for a tailored Zendesk solution.

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