- Introduction to workflows
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How workflows help admins 4 min
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Demo: Review a pre-built trigger and automation 6 min
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Other tools used in workflows 2 min
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How Zendesk tools work together to achieve admin goals 3 min
- Automate agent workflows with event-based triggers
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Common ways to use triggers 4 min
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Animation: Trigger cycle and order 3 min
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Demo: Build a trigger 4 min
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Knowledge Check 2 min
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Troubleshoot 2 min
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Hands-on Activity 5 min
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Additional trigger examples 3 min
- Resolve requests efficiently with time-based automations
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How automations use time-based conditions 4 min
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Automation cycle 3 min
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Demo: Set up a bump, bump solve workflow 5 min
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Hands-on Activity 5 min
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Additional automation examples 4 min
- Wrap Up
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Course Summary 3 min
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Key Terms 1 min
On-Demand: Power the agent experience with workflows
Note: This course is now retired and is no longer maintained. Register for the Foundational Support Learning Path here.
Video (18 min)
Reading (35 min)
Hands-on activity (10 min)
Description
Learn how workflows can help you meet your goals and how to build triggers and automations.
Course Topics
- Introduction to workflows.
- Automate agent workflows with event-based triggers.
- Resolve requests efficiently with time-based automations.
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