Macha

363 articles in Guides

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How to Add the Zendesk Web Widget to Your Website (2026 Steps)
12 min read· Jun 26, 2026

How 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)
13 min read· Jun 26, 2026

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)
15 min read· Jun 26, 2026

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)
11 min read· Jun 26, 2026

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)
14 min read· Jun 26, 2026

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)
11 min read· Jun 26, 2026

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)
14 min read· Jun 26, 2026

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)
12 min read· Jun 26, 2026

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)
14 min read· Jun 26, 2026

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
13 min read· Jun 26, 2026

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?
11 min read· Jun 25, 2026

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
13 min read· Jun 25, 2026

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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