How to Setup Zendesk - Ticketing (Views, Macros, Tags)

In today’s video we are discussing Zendesk ticketing, workload visibility and improving agent productivity. The following topics are covered in the video: Views Macros Tags Ticket Settings Lots of theoretical advice and best practices which have been gathered from my 8 years of experience. Process: 1. Learn/Discovery - The phase which we discuss everything related to your business Kickoff - Meet and greet and establishing project participants ✅ Customer preparation Business requirements - Details about a project scope and objective ✅ Business flows - A collections of everything that will be handled in your customer service tool and beyond ✅ Training - Zendesk trainings are free now trainings.zendesk.com ✅ Discovery sessions - Meetings where we discuss business processes and translate them into Zendesk features ✅ 2. Design sessions General walkthrough - What the system can do given the processes discussed ✅ People - Defining types of users, How TOs and Best practices ✅ Ticketing - Defining data collection, How TOs and Best practices ✅ Channels - Setup for different channels How TOs and Best practices Business rules - Automating How TOs and Best practices Reporting - Overview of data How TOs and Best practices 3. Collaborative configuration - Sessions where we review client setup and jointly fix and setup different workflows 4. Technical assistance - An overview of security, email and domain setup 5. Launch - A review checklist for setup 6. Handover I'm marking with ✅ the videos that have already been made. So go ahead and look into the Zendesk setup playlist to see them. My First Course is Live! How To Be The Best Zendesk Admin And Change The World - https://www.udemy.com/course/the-best... 8 tips to Optimise your Zendesk Ebook - https://www.dominiccx.com/8-tips-to-o... My website: dominiccx.com