Zendesk

14 min read· Jun 29, 2026

How to Build Reports in Zendesk Explore (Step by Step)

A step-by-step guide to building custom reports in Zendesk Explore — pick a dataset, add a metric, slice by an attribute, choose a visualization, filter by date, then add it to a d

14 min read· Jun 29, 2026

How to Configure Roles & Permissions in Zendesk (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

13 min read· Jun 29, 2026

How to Build a Knowledge Base in Zendesk Guide (Step by Step)

A step-by-step guide to building a Zendesk knowledge base — activate Guide, plan the Category → Section → Article structure, write articles, set who can view them, theme the Help C

13 min read· Jun 26, 2026

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

12 min read· Jun 26, 2026

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

13 min read· Jun 26, 2026

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

14 min read· Jun 26, 2026

Internal Notes vs. Public Replies in Zendesk: How to Use Both

The difference between a Zendesk internal note and a public reply — who sees each, how to switch in the composer, the #1 mistake that leaks private notes to customers, and how to a

11 min read· Jun 26, 2026

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 (

11 min read· Jun 26, 2026

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.

14 min read· Jun 26, 2026

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

11 min read· Jun 26, 2026

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

14 min read· Jun 26, 2026

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