Quick Start Resources

No setup

Customers can email you at [email protected] and tickets will automatically
be created in your Zendesk.Log in and get started!

Quick customizations

Here you'll find step-by-step videos and documentation to guide you through the basic features.

1

Zendesk Overview (8:50)

Recorded demo. Review of navigation and basic features: login, dashboard, views, search, reporting, administrative panel.

3

Email Tutorial (2:27)

Top-level review of working with email in Zendesk including what it looks like when an email becomes a ticket and personalizing email settings.

4

Adding Agents (1:53)

Top-level review of adding users to Zendesk including the answer to "What is an agent?", details on the end-user default, and how to set roles such as agent or administrator.

5

Easily Automate Work (2:45)

Top-level review of using and creating triggers. Triggers are business rules you define that run immediately after tickets are created or updated. Triggers can significantly streamline workflow.

6

Self-service

Introducing Zendesk's Help Center—knowledge base, community, and customer portal all-in-one.



Additional Resources

  • Core Concepts: Zendesk Terminology

    "What is a ...?"
    Find out here.

  • Getting Started with Email

    Configure and customize your email channel.

  • Table of Contents: More Getting Started Information

    Detailed articles walk you through solving a ticket, branding, adding agents and more!

  • Community Questions & Answers

    Search for answers or ask your own questions.