Book Image

Mastering Zendesk

By : Cedric F. Jacob
Book Image

Mastering Zendesk

By: Cedric F. Jacob

Overview of this book

Zendesk is a cloud-based customer service solution that is widely used because it is easy, efficienct, flexible, and low cost. It is highly scalable and is great for organizations of all sizes. If you’re a Zendesk administrator and are looking to explore advanced-level concepts, then this book is for you. It covers the core functionalities such as managing users, groups, and the organization, and creating and adding custom fields. You will learn how to add customized ticket channels to your account. Then, you will focus on customizing business rules and extending Zendesk with JIRA and Salesforce. Towards the end, the book emphasizes security and troubleshooting aspects as well as providing tips and tricks to create a more efficient support environment. By the end of this book, you will be able to turn a basic Zendesk setup into a highly customized working environment.
Table of Contents (17 chapters)
Mastering Zendesk
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Zendesk Insights/GoodData


Before we start creating our own reports, let us go through the overall structure and the corresponding terminology first.

Zendesk refers to Insights as a science lab for data. It allows us to examine our data more closely. Zendesk Insights is powered by GoodData, an external service. GoodData receives our Zendesk data and provides the functionality to create more complex reports, which are then embedded within our Zendesk environment.

When enabling Insights in Zendesk, we automatically receive access to a GoodData account. As this account is automatically linked with our Zendesk account, we do not have to worry about an initial setup.

Our GoodData project contains dashboards, which are divided into tabs. Each of the tabs is populated with reports.

For instance:

One of our prebuilt dashboards is the "Insights" dashboard. This dashboard contains tabs like these:

  • Overview

  • Tickets

  • Satisfaction

  • Prediction

  • Efficiency

  • Agent Activity

  • SLAs

If we want to, we can create...