On-Demand: Configure agent ticketing essentials

On-Demand: Configure agent ticketing essentials

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Course Details

 

  Video (26 min)

 

  Reading (19 min)

 

  Hands-on activity (20 min)

 


Description 

Focus on creating the best experience for your agents using Zendesk's foundational support ticketing solution and the email channel.

 

Course Topics

  • Enable agents to work efficiently with ticket fields 
  • Configure views and macros to save agents time
  • Set up a better agent workflow using groups

Audience

Admins who are new to Zendesk's Support ticketing solution. 

Recommended Pre-requisites 

Set your support ticketing solution up for agent success

Instructional Designer

Christina Towne

Instructional Designer for Support (Admins) 

 

Curriculum1 hr 9 min

  • Enable agents to work efficiently with ticket fields
  • Introduction to ticket fields 0 hr 2 min
  • Demo: Enable the on-hold status and create a new ticket field 0 hr 7 min
  • Hands-on activity: Create a new "About" ticket field 0 hr 5 min
  • Ticket fields: Best practice and knowledge check 0 hr 1 min
  • Ticket forms for presenting a predefined set of ticket fields 0 hr 3 min
  • Demo: Determine which form(s) a ticket field should be visible on 0 hr 2 min
  • Configure views and macros to save agents time
  • Use shared views to enhance agent productivity 0 hr 2 min
  • Demo: Shared vs. personal views and create a view 0 hr 6 min
  • Hands-on activity: Create your own view 0 hr 5 min
  • Views: Best practices and knowledge check 0 hr 2 min
  • Demo: Review an example view using time-specific conditions 0 hr 1 min
  • Use shared macros to boost agent efficiency
  • Demo: Use and create a macro 0 hr 5 min
  • Hands-on activity: Create your own macro 0 hr 5 min
  • Nest macros using (::) in the name field 0 hr 4 min
  • Set up a better agent workflow using groups
  • Introduction to groups 0 hr 5 min
  • Demo: Create a group and manage membership 0 hr 2 min
  • Hands-on activity: Create a group 0 hr 5 min
  • Groups: Best practice and knowledge check 0 hr 2 min
  • Demo: Use groups and views together 0 hr 2 min
  • Demo: Use groups and macros together 0 hr 1 min
  • Wrap Up
  • Course Summary 0 hr 1 min
  • Key terms 0 hr 1 min

Course Details

 

  Video (26 min)

 

  Reading (19 min)

 

  Hands-on activity (20 min)

 


Description 

Focus on creating the best experience for your agents using Zendesk's foundational support ticketing solution and the email channel.

 

Course Topics

  • Enable agents to work efficiently with ticket fields 
  • Configure views and macros to save agents time
  • Set up a better agent workflow using groups

Audience

Admins who are new to Zendesk's Support ticketing solution. 

Recommended Pre-requisites 

Set your support ticketing solution up for agent success

Instructional Designer

Christina Towne

Instructional Designer for Support (Admins) 

 

Curriculum1 hr 9 min

  • Enable agents to work efficiently with ticket fields
  • Introduction to ticket fields 0 hr 2 min
  • Demo: Enable the on-hold status and create a new ticket field 0 hr 7 min
  • Hands-on activity: Create a new "About" ticket field 0 hr 5 min
  • Ticket fields: Best practice and knowledge check 0 hr 1 min
  • Ticket forms for presenting a predefined set of ticket fields 0 hr 3 min
  • Demo: Determine which form(s) a ticket field should be visible on 0 hr 2 min
  • Configure views and macros to save agents time
  • Use shared views to enhance agent productivity 0 hr 2 min
  • Demo: Shared vs. personal views and create a view 0 hr 6 min
  • Hands-on activity: Create your own view 0 hr 5 min
  • Views: Best practices and knowledge check 0 hr 2 min
  • Demo: Review an example view using time-specific conditions 0 hr 1 min
  • Use shared macros to boost agent efficiency
  • Demo: Use and create a macro 0 hr 5 min
  • Hands-on activity: Create your own macro 0 hr 5 min
  • Nest macros using (::) in the name field 0 hr 4 min
  • Set up a better agent workflow using groups
  • Introduction to groups 0 hr 5 min
  • Demo: Create a group and manage membership 0 hr 2 min
  • Hands-on activity: Create a group 0 hr 5 min
  • Groups: Best practice and knowledge check 0 hr 2 min
  • Demo: Use groups and views together 0 hr 2 min
  • Demo: Use groups and macros together 0 hr 1 min
  • Wrap Up
  • Course Summary 0 hr 1 min
  • Key terms 0 hr 1 min