How to setup your Zendesk- Automations
6.9 هزار بار بازدید -
3 سال پیش
-
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Help grow the channel: https://www.seevid.ir/c/dominiccx?su...
Automations are similar to triggers because both define conditions and actions that modify ticket properties and optionally send email notifications to customers and agents. Where they differ is that automations execute when a time event occurs after a ticket property was set or updated, rather than immediately after a ticket is created or updated.
Process:
1. Learn/Discovery - The phase in which we discuss everything related to your business
- Kickoff - Meet and greet and establishingg project participants ✅
- Customer preparation
- Business requirements - Details about 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
- Email Channel Setup ✅
- Chat Channel Setup ✅
- Agent workspace ✅
- Social Messaging ✅
- Business rules - Automating How TOs and Best practices
- Triggers ✅
- Automations ✅
- SLAs
- 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.
More on Automations: https://support.zendesk.com/hc/en-us/...
8 tips to Optimise your Zendesk Ebook - https://www.dominiccx.com/8-tips-to-o...
My website: dominiccx.com
Automations are similar to triggers because both define conditions and actions that modify ticket properties and optionally send email notifications to customers and agents. Where they differ is that automations execute when a time event occurs after a ticket property was set or updated, rather than immediately after a ticket is created or updated.
Process:
1. Learn/Discovery - The phase in which we discuss everything related to your business
- Kickoff - Meet and greet and establishingg project participants ✅
- Customer preparation
- Business requirements - Details about 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
- Email Channel Setup ✅
- Chat Channel Setup ✅
- Agent workspace ✅
- Social Messaging ✅
- Business rules - Automating How TOs and Best practices
- Triggers ✅
- Automations ✅
- SLAs
- 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.
More on Automations: https://support.zendesk.com/hc/en-us/...
8 tips to Optimise your Zendesk Ebook - https://www.dominiccx.com/8-tips-to-o...
My website: dominiccx.com
3 سال پیش
در تاریخ 1400/10/22 منتشر شده
است.
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