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How to Set Up Zendesk Messaging (Step by Step)
A step-by-step guide to setting up Zendesk messaging — turn it on in Admin Center, pick brands, add the Web Widget, mobile SDK, or social channels, configure an AI agent and busine
How to Add the Zendesk Web Widget to Your Website (Step by Step)
A step-by-step guide to setting up the Zendesk Web Widget — turn on messaging, configure it, copy the installation snippet, and paste it before </body> on WordPress, Shopify, or vi
How to Create Custom Ticket Fields & Forms in Zendesk (Step by Step)
A step-by-step guide to Zendesk custom fields setup — the exact Admin Center path, field types, permissions, required-to-solve, drop-down tags, then building and assigning a ticket
How to Merge Tickets in Zendesk (Step by Step)
A step-by-step guide to merging tickets in Zendesk — the exact ticket-options path, how to pick the target, the private comments, what happens to the closed ticket, and the rules (
How to Configure Business Hours in Zendesk (Step by Step)
A step-by-step guide to Zendesk business hours setup — create a schedule, set the time zone, weekly hours, and holidays, then apply it to tickets via triggers and SLAs.
How to Set Up SLA Policies in Zendesk (Step by Step)
A step-by-step guide to setting up SLA policies in Zendesk — prerequisites, conditions, per-priority targets, policy order, surfacing SLAs in views, and escalating breaches with au
How to Create a Custom View in Zendesk (Step by Step)
A step-by-step guide to creating a custom view in Zendesk — the exact Admin Center path, how to set conditions, columns, sorting, and sharing, with a worked example, verified again
How 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.
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