Before you can get started with Explore, you need to activate it. To perform this process, you must be an administrator in Zendesk Support, and you must be using one of the web browsers supported by Explore.
This article contains the following topics:
Activating Explore
These instructions assume you're setting up Explore for the first time. Activating Explore needs to be done only once for the subdomain, not for each user.
To activate Explore
- Click the Zendesk Products icon (
) in the top bar, then select
Explore.
- Click Activate Explore.
Explore begins preparing your data. Depending on how many tickets you have, this process might take some time.
When the process is complete, Explore sends you a notification email. Explore is now ready to use.
If you're on Suite or Support Enterprise, you can begin using Explore immediately. See Next steps. If you're on Suite or Support Professional or below, you need to give yourself access to Explore before you can take any further action.
Giving yourself access to Explore (Suite or Support Professional and below)
Now, you need to configure your own access to Explore. If you don't do this, you won't be able to view any of the prebuilt dashboards, create reports, or give other users access.
To give yourself access
-
In Admin Center, click
People in the sidebar, then select Team > Team members.
- Search for and select your profile to open it.
- On the Roles and access tab, select the Yes checkbox next to Explore.
- In the Role drop-down, select Admin.
- Click Save.
You now have full access to Explore.
Next steps
Now that you've activated Explore, you can start giving access to your agents so that they can work with reports. See Giving users access to Explore.
When you're ready to start working with Explore, you'll find some great information in the Getting started with Zendesk Explore for reporting and analytics.
For the answers to some common getting-started questions, see Zendesk Explore FAQ: General, activation, and billing.