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Documentation resources for the basic features

For agents

  • About the Zendesk Agent Workspace
  • Quick reference: Before and after activating the Agent Workspace
  • Serving chats in the Zendesk Agent Workspace
  • Receiving and placing calls in the Zendesk Agent Workspace
  • Managing unified conversations in the Zendesk Agent Workspace
  • Composing messages in the Zendesk Agent Workspace
  • Writing drafts of public replies in tickets
  • Sharing chats with other agents
  • Working with authenticated Chat visitors
  • Viewing customer context
  • Using ticket tabs to manage conversations
  • Working with Chat tags in the Zendesk Agent Workspace
  • Translating conversations in the Zendesk Agent Workspace
  • Using the context panel in the Zendesk Agent Workspace
  • Resizing the ticket properties panel
  • Redacting ticket content
  • Searching, linking, and quoting content in tickets
  • Flagging articles in Knowledge
  • Managing app shortcuts
  • Using Agent Home to to manage your work efficiently
  • Limitations

For administrators

  • Optimizing the Zendesk Agent Workspace
  • Resource recommendations for the Zendesk Agent Workspace
  • Evaluating your account for upgrading to the Zendesk Agent Workspace
  • Resources for upgrading to the Zendesk Agent Workspace
  • Migrating to the Zendesk Agent Workspace
  • Activating and deactivating the Zendesk Agent Workspace
  • Using the Chat dashboard with the Zendesk Agent Workspace
  • Managing groups of agents in the Zendesk Agent Workspace
  • Enabling secure chat attachments in the Zendesk Agent Workspace
  • Configuring the context panel in the Zendesk Agent Workspace
  • Enabling focus mode for voice and chat in the Zendesk Agent Workspace
  • Assessing my apps for migration to the Zendesk Agent Workspace
  • About omnichannel routing with unified agent status
  • Activating custom ticket statuses
  • About custom layouts
  • Resources for using custom layouts
  • Managing shared app shortcuts
  • Using AI to summarize and enhance ticket comments
  • Configuring the essentials card
  • Understanding custom objects
  • Configuring the conversation flow and composer location in tickets
  • Best practices for getting the most out of Agent Home
  • Support recipe: Creating a view to replicate the legacy agent dashboard
  • Support recipe: Creating a view to show CSAT ratings without the legacy agent dashboard

Training and community resources

  • Take a tour
  • Upgrading to Agent Workspace (for admins)
  • Upgrading to Agent Workspace (for agents)
  • Join the community

Documentation resources for messaging

For agents

  • Messaging support in the Zendesk Agent Workspace
  • Agent Workspace for Zendesk Messaging
  • Receiving and sending messages in the Zendesk Agent Workspace
  • Using the notifications list to manage conversations
  • Automatically accepting conversations in Agent Workspace
  • Collaborating on messaging conversations

For administrators

  • About messaging channels for the Zendesk Agent Workspace
  • Zendesk messaging
  • Turning on auto-accept functionality
  • Adding Facebook Messenger channels to the Zendesk Agent Workspace
  • Adding X Corp DM channels to the Zendesk Agent Workspace
  • Adding WhatsApp channels to the Zendesk Agent Workspace
  • Adding WeChat channels to the Zendesk Agent Workspace
  • Adding LINE channels to the Zendesk Agent Workspace
  • Adding Sunshine Conversations channels to the Zendesk Agent Workspace
  • Sending automatic responses to social messages
  • Messaging reporting in the Zendesk Agent Workspace
  • Migrating social messaging channels to the Zendesk Agent Workspace (Facebook Messenger, X Corp DM)
  • Migrating social messaging channels to the Zendesk Agent Workspace (WhatsApp, LINE, WeChat)
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