This launch guide describes the key tasks to get up and running with Zendesk products and provides the resources you need. You don't need the Zendesk Support Suite to use this guide. You can use it for any of the products you have.
This article contains the following sections:
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| Using Support | Plan features | Support API |
| Users | |||||
| Add groups | Intro | Article | Advice | Video | |
| Define custom roles | Intro | Article | Advice | ||
| Set business schedules | Intro | Article | Advice | Video | |
| Customize user fields | Intro | Article | Advice | ||
| Create organization fields | Intro | Article | Advice | Video | |
| Create organizations | Intro | Article | Advice | ||
| Brands | |||||
| Create brands* | Intro | Article | Advice | Video | |
| Add support addresses | Intro | Article | Advice | ||
| Create custom ticket fields | Intro | Article | Advice | Video | |
| Create ticket forms** | Intro | Article | Advice | Video | |
| Settings | |||||
| Configure security settings | Intro | Article | Advice | ||
| Configure end-user settings | Intro | Article | |||
| Extensions | |||||
| Add marketplace apps | Intro | Article | Advice | Video | |
| Add 3rd-party integrations | Intro | Article | |||
| Set up targets external teams | Intro | Article | Advice | ||
| Workflows | |||||
| Create skills for routing** | Intro | Article | Advice | Video | |
| Create triggers | Intro | Article | Advice | Video | |
| Create automations | Intro | Article | Advice | Video | |
| Create SLA policies | Intro | Article | Advice | Video | |
| Create views | Intro | Article | Advice | ||
| Create macros | Intro | Article | Advice | ||
| Access | |||||
| Configure single sign-on | Intro | Article | |||
| Add agents | Intro | Article | |||
| Assign agents to skills | Intro | Article | Advice | Video | |
| Train your agents | Intro | Article | Advice | ||
| Import end-users | Intro | Article | |||
| Launch | |||||
| Activate email forwarding | Intro | Article | |||
| Set up and embed the Web widget | Intro | Article | Advice | Video | |
| Set up social messaging channels*** | Intro | Article | |||
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| Using Guide | Plan features | Help Center API |
| Users | ||||
| Set Guide roles for agents | Article | Advice | ||
| Create user segments | Article | Advice | ||
| Create management permissions | Article | Advice | ||
| Design | ||||
| Brand your Help Center | Article | Advice | ||
| Customize your Help Center | Article | Advice | ||
| KB and community | ||||
| Add categories and sections | Article | Advice | ||
| Add knowledge base content | Article | Advice | ||
| Set team publishing workflows** | Article | Advice | Video | |
| Set Knowledge Capture workflows* | Article | Advice | Video | |
| Configure Answer Bot | Article | Advice | Video | |
| Create a community | Article | Advice | ||
| Set up Google Analytics | Article | Advice | ||
| Configure content moderation | Article | |||
| Launch | ||||
| Customize your domain | Article | |||
| Activate your Help Center | Article | Advice | ||
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| Using Chat | Plan features | Chat API |
| Users | |||||
| Define custom Chat roles | Article | ||||
| Add Chat agents | Article | ||||
| Create departments | Article | ||||
| Workflows | |||||
| Create schedules | Article | ||||
| Configure chat routing | Article | ||||
| Configure offline form settings | Article | ||||
| Create triggers | Article | ||||
| Create shortcuts | Article | ||||
| Launch | |||||
| Customize the chat widget | Article | ||||
| Add the widget to your website | Article | ||||
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| Using Talk | Plan features | Talk API |
| Preparation | |||||
| Prepare your network | Article | ||||
| Understand Talk number availability | Article | ||||
| Add Talk numbers | Article | ||||
| Add address | Article | ||||
| Global settings | |||||
| Configure general settings | Article | ||||
| Create Talk greetings | Article | ||||
| Configure IVR* | Article | ||||
| Number settings | |||||
| Configure individual number settings | Article | ||||
| Set up an overflow number | Article | ||||
| Configure voicemail options | Article | ||||
| Enable callback | Article | ||||
| Set up a failover number | Article | ||||
| Enable Text for SMS support | Article | ||||
| Launch | |||||
| Enable agents for Talk | Article | ||||
| Configure call forwarding | Article | ||||
| Configure Talk in the Web Widget | Article | ||||
| Activate Talk | Article | ||||
* denotes Professional and Enterprise
** denotes Enterprise
*** denotes a paid add-on for Support (included with Support Suite)
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