What's my plan?
Suite 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.

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  

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