Launch tasks for Zendesk Suite

What's my plan?

All Suites

Team, Growth, Professional, Enterprise, or Enterprise Plus

This interactive guide creates a launch plan, based on your suite plan and channels. Many steps are optional, depending on your needs. The order of launch tasks is important, because there are some dependencies.

Select options to build your custom launch plan.

What's your Suite plan type? Team Growth Professional Enterprise Enterprise Plus

How do you want customers to reach you? All channels Email Messaging Voice Knowledge base

Setting up

Planning
	Planning your support solution		How to
Defining your organizational structure (More information)
	Add groups	Overview	How to
	Define custom roles	Overview	How to
	Customize user fields	Overview	How to
	Create organization fields	Overview	How to
	Create organizations	Overview	How to
Defining your customer support experience (More information)
	Create brands	Overview	How to
	Set business schedules	Overview	How to
	Create custom ticket fields	Overview	How to
Configuring settings and access (More information)
	Configure security settings	Overview	How to
	Configure end-user settings	Overview	How to
Defining ticket routing and workflows (More information)
	Configure routing	Overview	How to
	Create triggers	Overview	How to
	Create automations	Overview	How to
	Create SLA policies	Overview	How to
	Create views	Overview	How to
	Create macros	Overview	How to
Adding people (More information)
	Add agents	Overview	How to
	Import end users	Overview	How to

Setting up your channels

Setting up your email channel
	Add support addresses	Overview	How to
	Customize email notifications	Overview	How to
Setting up your help center and creating your knowledge base (More information)
	Enable your help center in setup mode		How to
	Brand your help center		How to
	Add categories and sections		How to
	Add knowledge base content		How to
	Set Guide roles for agents		How to
	Create user segments		How to
	Create management permissions		How to
	Change the URL of your help center		How to
	Configure autoreplies with articles to deflect requests		How to
Setting up messaging (More information)
	Configure the Web Widget for messaging		How to
	Configure Zendesk messaging for Android and iOS apps		How to
	Add a conversation bot to your messaging channel		How to
	Customize the bot with answers		How to
	Route messaging tickets and notifications		How to
	Give your agents access to messaging		How to
Setting up the voice channel (More information)
	Prepare your network		How to
	Understand Talk number availability		How to
	Enable Talk		How to
	Give your agents access to Talk		How to
	Add telephone numbers		How to
	Configure general settings		How to
	Create greetings		How to
	Configure individual number settings		How to
	Configure voicemail options		How to

Going live

Training your agents (More information)
	Get familiar with the Agent Workspace		How to
	View the agent guide		Guide
Testing before going live (More information)
	Use the premium sandbox to test changes		How to
Going live to customers (More information)
	Set up email forwarding from an existing address	Overview	How to
	Configure voice channel call forwarding		How to
	Activate your help center		How to
	Embed Zendesk messaging into your help center or website		How to
	Embed Zendesk messaging into your mobile app		How to
	Add your social messaging channels		How to