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In this video we finally dive into Zendesk and setup your users: endusers and staff members. In Zendesk Support, I demo the following:
Adding Endusers
Adding Agents
Adding Custom roles
Adding User fields
Adding Organisational fields
Adding Groups
Adding Organisations
Settings for Agents
Settings for Customers

Lots of theoretical advice and best practices which have been gathered from my 8 years of experience.

Process:

1. Learn/Discovery The phase which we discuss everything related to your business
Kickoff Meet and greet and establishing project participants ✅
Customer preparation
Business requirements Details about a project scope and objective ✅
Business flows A collections of everything that will be handled in your customer service tool and beyond ✅
Training Zendesk trainings are free now trainings.zendesk.com ✅
Discovery sessions Meetings where we discuss business processes and translate them into Zendesk features ✅
2. Design sessions
General walkthrough What the system can do given the processes discussed ✅
People Defining types of users, How TOs and Best practices ✅
Ticketing Defining data collection, How TOs and Best practices
Channels Setup for different channels How TOs and Best practices
Business rules Automating How TOs and Best practices
Reporting Overview of data How TOs and Best practices
3. Collaborative configuration Sessions where we review client setup and jointly fix and setup different workflows
4. Technical assistance An overview of security, email and domain setup
5. Launch A review checklist for setup
6. Handover

I'm marking with ✅ the videos that have already been made. So go ahead and look into the "Zendesk setup" playlist to see them. Here is it:    • Zendesk Onboarding Setup  

8 tips to Optimise your Zendesk Ebook https://www.dominiccx.com/8tipstoo...

My website: roca.work

My email: [email protected]