On-Demand: Get to know Agent Workspace channels

On-Demand: Get to know Agent Workspace channels

Available for purchase

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Course Details

Note: This course is now retired and no longer maintained. Register for the Foundational Support Learning Path here.


  Video (10 min)

 

  Reading (9 min)

 

  Hands-on activity (0 min)

 


Description 

Get to know what the agent, customer, and admin experiences look like across channels and what you need to do as an admin to add agents and give them permission to use each channel.

 

Course Topics

 
  • Enable channels so you can meet your customers where they are.
  • Add agents and assign them to channels.

Audience

This course is relevant to Zendesk admins who are new to the Agent Workspace. 

Recommended Pre-requisites

If you're still considering whether to opt-in to Agent Workspace, please take our short Migrate to Agent Workspace course to learn more.

Please note

To follow along with the course activities, you'll need to enable the Agent Workspace in your account. 

 


 

Instructional Designer

ANABELLE ACEVEDO DE JESUS

Instructional Designer for Agent Workspace

 

Curriculum35 min

  • Channels of communication
  • What are channels? 3 min
  • Demo: See the customer and agent experience across channels 8 min
  • How to set up a new channel 2 min
  • Review agent access and permissions across channels
  • Demo: Review agent access, add an agent and define their permissions (Team or Professional plan) 6 min
  • Demo: Review agent access, add an agent and define their permissions (Enterprise plan) 10 min
  • Manage agent permissions across channels
  • Demo: Manage agent permissions across channels 2 min
  • Knowledge Check 2 min
  • Wrap Up
  • Course Summary 1 min
  • Key Terms 1 min

Course Details

Note: This course is now retired and no longer maintained. Register for the Foundational Support Learning Path here.


  Video (10 min)

 

  Reading (9 min)

 

  Hands-on activity (0 min)

 


Description 

Get to know what the agent, customer, and admin experiences look like across channels and what you need to do as an admin to add agents and give them permission to use each channel.

 

Course Topics

 
  • Enable channels so you can meet your customers where they are.
  • Add agents and assign them to channels.

Audience

This course is relevant to Zendesk admins who are new to the Agent Workspace. 

Recommended Pre-requisites

If you're still considering whether to opt-in to Agent Workspace, please take our short Migrate to Agent Workspace course to learn more.

Please note

To follow along with the course activities, you'll need to enable the Agent Workspace in your account. 

 


 

Instructional Designer

ANABELLE ACEVEDO DE JESUS

Instructional Designer for Agent Workspace

 

Curriculum35 min

  • Channels of communication
  • What are channels? 3 min
  • Demo: See the customer and agent experience across channels 8 min
  • How to set up a new channel 2 min
  • Review agent access and permissions across channels
  • Demo: Review agent access, add an agent and define their permissions (Team or Professional plan) 6 min
  • Demo: Review agent access, add an agent and define their permissions (Enterprise plan) 10 min
  • Manage agent permissions across channels
  • Demo: Manage agent permissions across channels 2 min
  • Knowledge Check 2 min
  • Wrap Up
  • Course Summary 1 min
  • Key Terms 1 min