Launch guide for Zendesk Support

Welcome to Zendesk Support! This document provides the framework you need to get your account up and running. It describes the key items you need to set up and gives you guidelines on where to find more information.

This article contains these sections:

• Managing people
• Adding brands and customizing tickets
• Configuring settings
• Adding other products
• Defining workflows
• Enabling access
• Launch

Managing people

> Add groups (Professional and Enterprise)

> Define user roles

> Set business schedules (Professional and Enterprise)

> Customize user fields (Professional and Enterprise)

> Customize organization fields (Professional and Enterprise)

> Create organizations (Professional and Enterprise)

Adding brands and customizing tickets

> Create brands (Enterprise)

> Add support addresses

> Manage ticket fields

> Create ticket forms (Professional and Enterprise)

> Create ticket tags (Professional and Enterprise)

Configuring settings

> Configure security settings

> Configure user settings

> Customize email notifications

Adding other products

> Add marketplace apps (Professional and Enterprise)

> Add 3rd-party integrations

> Notify external targets (Professional and Enterprise)

Defining workflows

> Create skills for routing (Enterprise)

> Create triggers

> Create automations

> Create SLA policies and targets (Professional and Enterprise)

> Create shared views for agents (Professional and Enterprise)

> Create agent macros

Enabling access

> Configure single sign-on

> Add agents

> Assign agents to skills (Enterprise)

> Train your agents

> Import end users

 

Launch

> Activate email forwarding

> Set up and embed the web widget