Welcome to Zendesk Support! This article 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:
- Defining your organizational structure
- Defining your customer support experience
- Configuring settings
- Integrating external apps and services
- Defining ticket routing and workflows
- Enabling access
- Going live to customers
Defining your organizational structure
> Add groups
> Define user roles
> Set business schedules
> Customize user fields
> Customize organization fields
> Create organizations
Defining your customer support experience
> Create brands
> Add support addresses
> Manage ticket fields
> Create ticket forms
Configuring settings
> Configure security settings
> Configure user settings
> Customize email notifications
Integrating external apps and services
> Add marketplace apps
> Add 3rd-party integrations
> Notify external targets
Defining ticket routing and workflows
> Create skills for routing
> Create triggers
> Create automations
> Create SLA policies and targets
> Create shared views for agents
> Create agent macros
Enabling access
> Configure single sign-on
> Add agents
> Assign agents to skills
> Train your agents
> Import end users
Going live to customers
> Activate email forwarding
> Set up and embed the web widget
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