- Getting Started
Engagement Kickoff Video
- Zendesk Chat for Admins
On-Demand: Zendesk Chat for Admins, I
- Zendesk Chat for Agents
About this eLearning Course
How Zendesk Chat Improves the Support Experience
The Chat Lifecycle
The Zendesk Chat Dashboard
Zendesk Chat Agent Settings
Knowledge Check: Agent Settings
Simulation: Get Started as an Agent
Chat with a Visitor
Simulation: Chat with a Visitor
Simulation: Ask for Feedback and End a Chat
Simulation: Create and Apply a Shortcut
- Additional Resources
The Zendesk Suite Launch Guide
The Zendesk Go-Live Checklist: Chat
The Zendesk Project Workbook: Chat
- Next Steps
Engagement Next Steps Video
Package: Chat Fundamentals
This combination of training courses and Zendesk consultant time will give you the knowledge you need in order to successfully administer Zendesk Chat.
Zendesk’s flexibility to create the right customer experience for any business allows for nearly infinite configuration options. While the ability to customize configuration based on your business needs is part of what makes Zendesk so valuable, you might feel like you need a little help getting started. Our Chat Fundamentals package will give you the knowledge and the skills you need to successfully configure your Zendesk Chat instance and start achieving your customer experience goals.
This engagement includes access to self-paced training and one on one time with a Zendesk Consultant.
As part of this package, you’ll receive access to two self-paced training courses:
- Build a strong foundation of Zendesk Chat Admin knowledge with Zendesk Chat for Admins, I
- Gain an understanding of how Zendesk Chat works from your agent’s perspective with Zendesk Chat for Agents
You’ll view each the course on our training platform, and you may stop, start, and rewatch them, whenever you like. Your purchase and access to the on-demand courses will be valid for 60 days after you redeem your course credit.
- You will also receive three hour-long sessions with an expert Zendesk Services Consultant who will answer your questions and help get your instance ready to go live.
- You will also receive documentation, workbooks, and customized launch guides to help you now and in the future.
This engagement will last up to 60 days from the Effective Date. The Effective Date is defined as the date that you redeem your course credits. Your time with the consultant will begin when you complete the on-demand training courses. You will have access to the training videos throughout the engagement.
Who is this package right for?
This engagement is geared to Account Owners and Administrators of the Zendesk Chat product.
- Participants in this class should have access to a Zendesk instance and be an Owner or Administrator in the account.
- Participants need to be able to commit the time necessary to complete the lessons and configure their account within the 60 day duration of the engagement.
- Time commitment is approximately 8 hours per week.
How do I work with a consultant?
During this engagement, you’ll have the opportunity to work with a Zendesk Services Consultant who will provide guidance in setting up your Zendesk. This Consultant is a Zendesk expert and will be there to answer questions and help come up with solutions for your particular needs.
The Services Consultant will be available to answer your questions about Zendesk and help you design your workflow. The Consultant will be providing guidance and consultation on workflow strategies and best practices. The Consultant will not be actively setting up any workflows or changing any configurations within your Zendesk. You will ultimately be responsible for all configuration decisions and actions within your Zendesk account.
In order to ensure that your time with the Services Consultant is productive, we require you to complete the on-demand videos and lessons prior to starting the engagement with them. We recommended that you finish the online coursework within 30-40 days of the start of the engagement to allow enough time to schedule calls. Once the on-demand courses and accompanying lessons are complete, you will be connected with a Services Consultant to schedule your calls.
The Fine Print
- The engagement will last for 60 days from the time of training credit redemption. Please be prepared to complete all trainings and coursework within the first 30 - 40 days to allow enough time to work with your Consultant.
- All On-Demand coursework must be completed prior to the engagement with your Services Consultant.
- Services Consultants will provide guidance and answer questions. They will not be doing any configuration work within your Zendesk.
- Course credits expire if they are unused for 6 months.