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

Service Level Agreements


Setting up SLAs in Zendesk is a pretty straightforward task. Similar to triggers and automations, you are asked to pick a name for your policy followed by conditions.

In order to navigate to the SLA page, follow these steps:

  1. Click on the Admin icon (gear symbol) located in Zendesk's sidebar.

  2. Click on Service Level Agreements located under BUSINESS RULES within the admin menu.

  3. In order to create a new policy, click on Add policy:

We will be presented with an empty policy waiting to be set up. We can divide this page into the following items:

  • Policy Name and Description

  • Meet all of the following conditions

  • Meet any of the following conditions

  • Targets

Since we focused on conditions quite extensively when dealing with triggers and automations, we will focus on targets instead:

Targets allow us to set specific time frames for a range of metrics depending on the priority of the ticket.

For instance, if we want our customers to receive their first reply within three hours while...