Guides
363 articles in Guides
Back to blog homeHow to Add the Zendesk Web Widget to Your Website (2026 Steps)
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 Do You Create Custom Ticket Fields and Forms in Zendesk? (Step by Step, 2026)
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 Do You Merge Tickets in Zendesk? Steps, Bulk Merge and Auto-Merge (2026)
Merge tickets in Zendesk step by step, bulk-merge a stack from a view, and cut the 7-10 seconds a manual merge costs with suggestions, apps or the merge API.
How Do You Configure Business Hours in Zendesk? (Step by Step, 2026)
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 Do You Set Up SLA Policies in Zendesk? (2026 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 Do You Create a Custom View in Zendesk? 8 Steps (2026)
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 Do You Create a Trigger in Zendesk? Step-by-Step Guide (2026)
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 Do You Create a Macro in Zendesk? Step by Step (2026)
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 Do You Set Up an Automation in Zendesk? Step-by-Step (2026)
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 in 2026: 10 Steps 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
What's the Difference Between Zendesk Guide, Help Center and Knowledge Base?
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 (Now Zendesk Knowledge)? Plans, Structure and AI in 2026
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
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