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Mastering Zendesk

Mastering Zendesk

By : Cedric F. Jacob
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Mastering Zendesk

Mastering Zendesk

4 (3)
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 (11 chapters)
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Chapter 5. Customizing Business Rules and Ticket Escalation

If I was asked to identify the most important part of any helpdesk setup, surely my answer would be "Business Rules".

Although, I might be biased. Having a huge inclination for anything related to programming could definitely be a reason why automating processes sounds appealing to me.

Either way, the sheer amount of benefits should speak for itself. Zendesk's business rules allow us to set rules by which tickets are automatically altered. This means that we can set up conditions for automatic responses, push tickets into specific views depending on their content, and implement a bunch of other timesaving ideas we may have.

Listing all the possibilities would surely go beyond the scope of this book. So let's focus on learning how to use Business Rules by example.

In this chapter, you will look at the two different types of Business Rules–triggers and automations. You will look at all their conditions...

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