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.

Whether you're new to WFM or looking to sharpen your skills, this session is packed with practical tips and real-world examples to help you succeed.

Zendesk makes customer service better. We build software to meet customer needs, set your team up for success, and keep your business in sync.Zendesk makes customer service better. We build software to meet customer needs, set your team up for success, and keep your business in sync.

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