Setting up for success with Zendesk WFM: Activity tracking and segmentation

Setting up for success with Zendesk WFM: Activity tracking and segmentation

Dec 10, 2024

✅ Setting up for success with Zendesk WFM: Activity tracking and segmentation
🔗 Getting started with Zendesk WFM: https://zdsk.co/4dMiDQR
🔗 Learn more about Zendesk WFM: https://zdsk.co/3BOq0tV

💡 Learn how to get set up for success with Zendesk WFM.

⚡️ In this session we dive deep into agent tracking, Workstreams, General Tasks, Untracked time, & URL tracking.

⏳ Timestamps:

00:00 - Intro

00:12 - Agent tracking

02:46 - Untracked time

03:18 - End day automation

06:43 - Quicktab extension

08:36 - Workstreams

15:03 - Setting up email workstreams when using Native messaging

18:00 - Tickets matching conditions vs. tickets created

22:24 - Workstream validation

28:14 - General tasks

33:39 - URL tracking

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