Guides
363 articles in Guides
Back to blog homeHow Do You Export Data from Zendesk in 2026? Tickets, Users, Explore and the API
Six ways to export Zendesk data: account export, view CSV, Explore reports, dataset exports, the incremental API and single-user exports, with limits and plans.
How Do You Set Up Zendesk Talk? 6 Steps and 2026 Costs
A step-by-step guide to Zendesk Talk setup — enable the voice channel in Admin Center, add or port a phone number, configure greetings, voicemail, business hours and IVR, enable ag
How Do You Set Up SSO in Zendesk? SAML, JWT and OIDC Step by Step (2026)
Step-by-step Zendesk SSO setup: the team-member vs end-user distinction, SAML vs JWT vs OAuth, creating an SSO configuration in Admin Center, an Okta/Entra example, testing, and av
How Do You Set Up Multilingual Support with Zendesk Dynamic Content? (Step by Step)
Step-by-step guide to Zendesk dynamic content for multilingual support: add your languages, create an item with a default + per-language variants, reference it with a {{dc.name}} p
How Do You Set Up CSAT Surveys in Zendesk? (Step by Step, 2026)
A step-by-step guide to Zendesk CSAT setup — where it lives in Admin Center, enabling the survey, the rating scale, when surveys send for email vs. messaging, satisfaction reasons,
How to Customize a Zendesk Help Center Theme in 2026 (Step by Step)
A step-by-step guide to Zendesk help center customization — open Customize design, edit branding (logo, colors, fonts) in the Theme Editor, edit Curlybars/CSS/JS code, preview, and
How Do You Set Up Zendesk AI Agents (Formerly Answer Bot) in 2026?
Step-by-step setup for Zendesk AI agents — the bot formerly called Answer Bot. Enable it in Admin Center, build conversation flows, connect messaging and email autoreplies, test, a
What Are the Best Practices for Zendesk Macros? (2026)
Best practices for using Zendesk macros to reply faster — writing good macros, the :: naming convention, personal vs shared vs group, placeholders, applying with the keyboard, AI m
How Do You Build a Report in Zendesk Explore? Step by Step (2026)
Build a Zendesk Explore report step by step: datasets, metrics, attributes, filters, dashboards, scheduled delivery, and what refreshes when.
How Do You Configure Roles and Permissions in Zendesk? (2026 Step-by-Step)
A step-by-step guide to Zendesk roles setup: default roles, creating a custom role in Admin Center, the permission categories you configure, assigning roles, plan gating, and least
How Do You Build a Zendesk Knowledge Base (and Keep It Tidy)?
Build a Zendesk knowledge base step by step, then keep it current: bulk actions, article verification rules, archiving, and what an AI agent needs from it.
How Do You Set Up Zendesk Messaging in 2026? 8 Steps
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
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