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Welcome to Zendesk Chat! This article will walk you through the key tasks you'll need to get started as a Chat agent, including learning the Chat interface, managing your settings and availability, and chatting with customers.
Choose your path from the account options below to display your tasks. If you're not sure which version of Chat you're using, check with your Chat administrator.
Getting started with Chat Standalone
The resources below are for agents on Chat Standalone accounts. If you're a customer service agent new to Zendesk Chat, this information will help you configure your settings and start chatting.
Get to know the Chat dashboard – 5 min
Take a few moments to learn about the environment you'll be working in. The Chat dashboard is where you'll perform the tasks described in this guide.
Before you start chatting, you can (and should) configure your personal settings. These include both customer-facing settings (your display name, tagline, and avatar) as well as internal-only information (like your real name, sign in information, and dashboard language).
Shortcuts help you save time by inserting commonly-used phrases into your chats with just a few keystrokes. Create personal shortcuts for your own use, and access department and global shortcuts used by other Chat agents.
The resources below are for Chat agents on Zendesk Chat + Support accounts. If you're a customer service agent new to Zendesk Chat, this information will help you configure your settings and start chatting.
Get to know the Chat dashboard – 5 min
Take a few moments to learn about the environment you'll be working in. The Chat dashboard is where you'll perform the tasks described in this guide.
Before you start chatting, you can (and should) configure your personal settings. These include both customer-facing settings (your display name, tagline, and avatar) as well as internal-only information (like your real name, sign in information, and dashboard language).
Shortcuts help you save time by inserting commonly-used phrases into your chats with just a few keystrokes. Create personal shortcuts for your own use, and access department and global shortcuts used by other Chat agents.
Getting started with Chat + Support + Agent Workspace
The resources below are for agents on Zendesk Chat + Support accounts with the Agent Workspace. If you're a customer service agent new to Zendesk Chat, this information will help you configure your settings and start chatting.
Get to know the Chat dashboard in the Agent Workspace – 10 min
Take a few moments to learn about the environment you'll be working in. The Chat dashboard is where you'll perform the tasks described in this guide.
Before you start chatting, you can (and should) configure your personal settings. These include both customer-facing settings (your display name, tagline, and avatar) as well as internal-only information (like your real name, sign in information, and dashboard language).
Shortcuts help you save time by inserting commonly-used phrases into your chats with just a few keystrokes. Create personal shortcuts for your own use, and access department and global shortcuts used by other Chat agents.
This error is common if the email address you are using to sign in to the account is not registered as an agent or an admin. I would suggest reaching out to the owner of the account, or one of the admins to grant you Admin access with billing permissions so that you can process the payment.
4 Comments
Trying to set up payment for invoice INV07694315 but getting the following
Hi William Tang!
This error is common if the email address you are using to sign in to the account is not registered as an agent or an admin. I would suggest reaching out to the owner of the account, or one of the admins to grant you Admin access with billing permissions so that you can process the payment.
Hello, I am building my application on Flutter, How do integrate Zend into my application
If you're wanting to offer Chat in your Flutter app then you'll want to look at the following article: Adding the Zendesk Chat widget to your website
If you're looking to embed chat into your mobile app then you'll need to use our iOS or Android SDK which is mentioned here: Embedding customer service in mobile apps with the Support SDK
I hope this helps!
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