Teams | Collaboration | Customer Service | Project Management

6 steps to implement Zendesk WFM | Step 1: Plan your setup

Get started with Zendesk Workforce Management (WFM) in this comprehensive onboarding session designed to help you streamline and optimize your customer support operations. In this video, you'll learn how to: Confirm WFM is successfully activated Manage and customize user access Create Teams and assign tailored Roles Monitor agents in real time with tracking tools Each topic includes a live demo to walk you through the key features and workflows, so you can confidently apply what you learn directly in your own Zendesk account.

6 steps to implement Zendesk WFM - Step 2: Organize your work streams and tasks

Get started with Zendesk Workforce Management (WFM) in this in-depth onboarding video and Q&A, designed to help you master the tools that are transforming customer support. In this session, you’ll learn how to: Integrate Zendesk WFM with your existing tools Implement WFM best practices Empower your team to achieve WFM excellence What you’ll learn: Create Workstreams Create general tasks Validate tasks using the Agent Activity feature Set up Automation.

6 steps to implement Zendesk WFM - Step 3: Track performance with real-time and historical reporting

Master Zendesk Workforce Management (WFM) in this in-depth onboarding video designed to help you unlock the full potential of your support operations. In this video, you’ll learn how to: Integrate Zendesk WFM with your existing tools Apply industry best practices to optimize your workforce Empower your team to achieve WFM excellence What you’ll be able to do after this session: Track real-time agent activity status Monitor attendance in real time Measure Workstream performance using Dashboards Report on agent activity, attendance, and performance.

Product insights exchange on Action Builder

On August 6, the Zendesk team hosted another engaging session of the Product Insights Exchange series. The team introduced Action Builder, a powerful low-code tool designed to help customer service teams automate complex workflows without heavy coding. With hundreds of early adopters already onboard, the session focused on data transformation, testing and monitoring, connectors, and reporting. Please grab your favorite beverage, relax and enjoy this insightful session.

5 steps to provide self service -Step 4: test your setup and monitor performance

Ready to build a help center that truly helps your users? Join our experts as they guide you through step four of our self-service series, focusing on testing your setup and monitoring performance. In this video, you will learn how to test the user experience, launch with your most important articles first, and use data to make smart improvements. This session includes practical demos and insights from our live Q&A to help you create an effective help center that customers will love.

6 steps to implement Zendesk WFM - Step 4: Set up and optimize Forecasts

Join us and learn how to read and understand your forecast, manually adjust forecasted inbound volume and required staffing, and grasp algorithm selection. Gain clear, practical skills to optimize your planning and staffing needs with confidence. Zendesk makes customer service better. We build software to meet customer needs, set your team up for success, and keep your business in sync.

5 steps to get started with self service - Step 3: Create your knowledge base articles

Get comfortable, relax, and enjoy the recap of the third episode in our webinar series 5 steps to get started with self-service series. On July 29, we delivered Step 3: Create your knowledge base articles. Join us as we showcase how to confidently build and optimize knowledge base articles that address real customer issues. Using Zendesk tools, AI enhancements, and best practice writing techniques, participants learned to create clear, searchable, and helpful content to reduce support tickets and improve self-service satisfaction.

Zendesk Deep Dive: Deliver trusted CX across AI and human agents

Discover how Zendesk AI agents that act human build trust and transform customer experience in this session. Learn how AI agents handle up to 80% of tickets, freeing your team for complex issues while maintaining empathy and quality. Explore native quality assurance tools with dashboards and automated scoring that monitor AI and human agent performance. Watch the live demo to see QA insights in action and learn how to deliver smarter, personalized support at scale.

5 steps to get started with self-service - Step 2: Add users and create your help center framework

Welcome to the second episode of our Zendesk self-service series! Join us as we explore how to set up team roles, manage permissions, and organize your help center. Learn easy branding tips and how to add web widgets for quick customer support. Watch now to build a secure, well-managed help center that works for your team and customers. Highlights include Zendesk makes customer service better. We build software to meet customer needs, set your team up for success, and keep your business in sync.