Teams | Collaboration | Customer Service | Project Management

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.

5 steps to provide self service -Step 4: test your setup and monitor performance

Ready to build a help center that truly helps your users? Join our experts as they guide you through step four of our self-service series, focusing on testing your setup and monitoring performance. In this video, you will learn how to test the user experience, launch with your most important articles first, and use data to make smart improvements. This session includes practical demos and insights from our live Q&A to help you create an effective help center that customers will love.

6 steps to implement Zendesk WFM - Step 4: Set up and optimize Forecasts

Join us and learn how to read and understand your forecast, manually adjust forecasted inbound volume and required staffing, and grasp algorithm selection. Gain clear, practical skills to optimize your planning and staffing needs with confidence. Zendesk makes customer service better. We build software to meet customer needs, set your team up for success, and keep your business in sync.