Teams | Collaboration | Customer Service | Project Management

6 steps to implement Zendesk WFM - Step 6: Manage schedules, time off, and shift trades

Join our onboarding webinar to master Zendesk workforce management. Learn schedule overview, editing, time off workflows, shift trade, and manager shift trade with live demos. Gain practical skills to streamline your customer support scheduling efficiently. Zendesk makes customer service better. We build software to meet customer needs, set your team up for success, and keep your business in sync.

3 steps to implement Zendesk QA - Step 2: Automate reviews and coach your team effectively

Join us to enhance your Zendesk onboarding with tools that boost team efficiency and performance. Learn to create quizzes, assign tasks, calibrate service standards, and optimize quality assurance. This webinar offers practical tips for new and experienced Zendesk users to improve onboarding success. Zendesk makes customer service better. We build software to meet customer needs, set your team up for success, and keep your business in sync.

5 steps to get started with self-service - Step 5: Optimize your help center and plan maintenance

On August 12, the Zendesk team hosted the last delivery of our series 5 steps to get started with self-service - Step 5: Optimize your help center and plan ongoing maintenance. Join us in this Zendesk session, to watch our experts Patty and David guide attendees through advanced strategies for optimizing and maintaining a Help Center as part of a broader self-service series. The focus was on enhancing knowledge base articles with multimedia, managing content efficiently using article lists and context panels, and leveraging enterprise features like team publishing and article verification.

6 steps to implement Zendesk WFM | Step 1: Plan your setup

Get started with Zendesk Workforce Management (WFM) in this comprehensive onboarding session designed to help you streamline and optimize your customer support operations. In this video, you'll learn how to: Confirm WFM is successfully activated Manage and customize user access Create Teams and assign tailored Roles Monitor agents in real time with tracking tools Each topic includes a live demo to walk you through the key features and workflows, so you can confidently apply what you learn directly in your own Zendesk account.

6 steps to implement Zendesk WFM - Step 2: Organize your work streams and tasks

Get started with Zendesk Workforce Management (WFM) in this in-depth onboarding video and Q&A, designed to help you master the tools that are transforming customer support. In this session, you’ll learn how to: Integrate Zendesk WFM with your existing tools Implement WFM best practices Empower your team to achieve WFM excellence What you’ll learn: Create Workstreams Create general tasks Validate tasks using the Agent Activity feature Set up Automation.

6 steps to implement Zendesk WFM - Step 3: Track performance with real-time and historical reporting

Master Zendesk Workforce Management (WFM) in this in-depth onboarding video designed to help you unlock the full potential of your support operations. In this video, you’ll learn how to: Integrate Zendesk WFM with your existing tools Apply industry best practices to optimize your workforce Empower your team to achieve WFM excellence What you’ll be able to do after this session: Track real-time agent activity status Monitor attendance in real time Measure Workstream performance using Dashboards Report on agent activity, attendance, and performance.

Product insights exchange on Action Builder

On August 6, the Zendesk team hosted another engaging session of the Product Insights Exchange series. The team introduced Action Builder, a powerful low-code tool designed to help customer service teams automate complex workflows without heavy coding. With hundreds of early adopters already onboard, the session focused on data transformation, testing and monitoring, connectors, and reporting. Please grab your favorite beverage, relax and enjoy this insightful session.