Launch guide for Zendesk Suite

This launch guide describes the key tasks to get up and running with the Zendesk products that are included in Zendesk Suite. You can benefit from this guide if you're using the Suite or these individual products separately. 

For more information about Zendesk Suite, see Getting Started with Zendesk Suite. 

Note: The order of these launch tasks is important because there are dependencies between them (one should happen before the other). For each product, you should follow the list in order. 

This article contains the following sections:

• Support - ticketing system launch tasks
• Guide - help center launch tasks
• Chat - live chat launch tasks
• Talk - voice launch tasks

Ticketing system and agent workspace

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

Help center and knowledge base

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

Live chat

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

Voice and call management

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 Suite Growth and above

** denotes Suite Professional and above

*** denotes Suite Enterprise and Enterprise Plus