Skip to main content

Article 3 min read

Ibotta scales training hurdles with Zendesk and Lessonly

By Conner Burt, COO, Lessonly, @conburt

Last updated December 23, 2021

“Who doesn’t like a good deal on the things they purchase every day?” That simple question prompted Ibotta to disrupt the coupon industry with its easy-to-use mobile app. Now, rather than spending hours clipping coupons, the app brings savings directly to shoppers’ smartphones. Whether in-store or online, Ibotta is committed to giving customers cash back on their everyday purchases.

As the #16 most-used mobile app in the U.S. (according to Consumer Research Partners), Ibotta’s Care Team supports questions from thousands of users. Chelsey Michniewicz, Ibotta’s Care Team training supervisor, has watched the company and the Care Team grow significantly over the last few years—from a few agents crammed into a single office to what’s now a distributed remote team, staffed by more than 100 agents. This kind of growth at scale, from a distance, presents a natural training challenge.

“When we were [first] trained, it was kind of crazy. As we switched to remote training with Lessonly and Zendesk, it made this perfect marriage—now it all fits together,” explained Chelsey. Today the Care Team does all training through video calls and Chelsey estimated that she’s training nearly 50 people that she’s never met in person.

Train with a partner

Lessonly and Zendesk provide a powerful one-two punch for customer service and care agent training and knowledge management. “Zendesk is our one-stop shop,” Chelsey noted. “Whether I need to check Lessonly or clock in, we have it all linked through Zendesk.”

Ibotta care agents spend about 80 percent of their time in Zendesk Support and Guide, managing thousands of user tickets and help center articles. The other 20 percent of agents’ time is spent in Lessonly.

Chelsey and her team link lessons from Lessonly to specific pages in Zendesk so that agents are automatically prompted with helpful content related to the task at hand. Lessonly and Zendesk’s internal knowledge base work in tandem to continuously provide Ibotta agents with the best possible training and enablement content—all of which helps the team deliver amazing care.


“We encourage our agents: If you don’t know it, check Lessonly. If Lessonly doesn’t have what you’re looking for, check Zendesk! If we find there was no answer for this question, we fix it, so the next person doesn’t have to go through the same process again,” Chelsey said.

Satisfaction on the rise

In addition to using Lessonly’s training software to bring new agents onboard, the Care team leans on Lessonly for ongoing training. “For example, we just came out with a new attendance policy. So we sent that out through Lessonly, and used assessments to ensure that everyone understood the new policy,” Chelsea explained.

Ibotta understands that keeping its remote team abreast on new processes and policies, or new product training, has a direct impact on customer care—especially important when the team is already challenged with scaling volume to accommodate seasonal increases in traffic. Since integrating Lessonly and Zendesk, however, Ibotta’s Care Team customer satisfaction ratings have continued to rise.

As Jessica Wayda, a care agent at Ibotta, put it: “Zendesk and Lessonly have helped a lot with user tickets. I enjoy that I can get help on demand right when I need it! I try and do as many Lessons as possible, as I find them extremely helpful.”

With the aid of both Zendesk Support and Lessonly, Ibotta leadership is able to more effectively communicate with the remote team. Meanwhile, agents receive smart, timely on the job assistance.

Editor’s note: A version of this story also ran on Lessonly’s site. Check it out here.

Related stories

1 min read

Building a successful startup with Elliot Shmukler, co-founder of Anomalo and former Chief Growth Officer at Instacart

Creating your own business isn’t for the faint of heart. Just ask Elliot Shmukler, co-founder of…

3 min read

Going from $0 to $100M ARR in just 18 months with Wiz co-founder Ami Luttwak

A "wiz" indeed, Luttwak discusses how to find success with customers during tough times.

2 min read

Glean founder Arvind Jain—don’t wait to go after enterprise accounts

“Glean” some great insights on closing big deals from day one.

2 min read

ShareFile, Levitate co-founder Jesse Lipson: Trust yourself

From bootstrapping through acquisition, Lipson advises balancing conventional wisdom with entrepreneurial spirit.