Guides
168 articles in Guides
Back to blog homeHow to Build Your First Zendesk Trigger (Step by Step)
A step-by-step guide to building your first Zendesk trigger — from the exact Admin Center path to conditions, actions, run order, and testing it on a real ticket. With a worked VIP
How to Create a Macro in Zendesk (Step by Step)
A step-by-step guide to creating a macro in Zendesk — who can create them, the exact Admin Center path, naming with ::, adding actions, setting availability, and how agents apply i
How to Set Up an Automation in Zendesk (Step by Step)
A step-by-step guide to creating a Zendesk automation — the exact admin path, the required time condition, the must-have nullifying action that stops it re-running, and a worked au
How to Set Up Zendesk: A Step-by-Step Guide for New Admins
A practical, 10-step walkthrough for setting up Zendesk from scratch — team members, channels, Help Center, ticket fields, business rules, views, macros, AI, and CSAT — with links
Knowledge Base vs. Help Center vs. Guide in Zendesk: What's the Difference
Guide, Help Center, and knowledge base are three different things in Zendesk — the engine, the site, and the articles section. A short, definitive guide to which word means what.
What Is Zendesk Guide? The Complete Knowledge Base Overview
A plain-English guide to Zendesk Guide — the knowledge base product behind your Help Center. How categories, sections, and articles work, the AI and publishing features, how it's p
How to Summarize Long Zendesk Tickets With AI (2026)
Three ways to summarize long Zendesk tickets with AI: native AI-generated summaries, the Zendesk Copilot side panel, and the API or third-party agents. Step-by-step setup, plan req
How to Use Gorgias Custom Forms for Warranty Claim Cases (2026)
A practical 2026 guide to capturing warranty-claim info in Gorgias — set up a Contact Form, collect order number, proof of purchase, photos and issue type, then tag, route and reso
How to Use ChatGPT & AI in Zendesk (2026)
Four practical ways to bring ChatGPT and LLM help into Zendesk — native generative AI, OpenAI marketplace apps, third-party AI agents, and the API — with steps, pros/cons and priva
What Is Zendesk AI? A Simple Guide (2026)
A plain-English guide to Zendesk AI in 2026: what AI agents, Copilot, intelligent triage, generative replies, and AI knowledge actually do, what each plan includes, costs, limits,
How to Turn On Dark Mode in Zendesk (2026)
Does Zendesk have dark mode? Yes — for agents. Step-by-step on enabling native dark mode in Agent Workspace, the OS and browser-extension routes, plus what dark mode does (and does
Internal Notes vs Public Replies in Zendesk: The Complete Guide (2026)
The practical difference between Zendesk internal notes and public replies in Agent Workspace — who sees each, how to switch safely, @mentions, CCs, side conversations, and trigger
Page 12 of 14
Zendesk
Freshdesk
Gorgias
Front
Shopify
Stripe
Slack
Notion
Google Workspace
Confluence