Zendesk WFM: Initial setup and defining agent work
In this session, the WFM team will walk you through getting started with Zendesk Workforce Management.
What you'll learn:
- Setting up key admin settings to support Workforce Management
- Defining and categorizing agent work for accurate forecasting and scheduling
- Tips and best practices to ensure your setup aligns with your team’s activities
Key highlights:
- Agent experience overview 01:30
- Account settings 09:59
- Teams 13:41
- User Management 17:54
- Roles & permissions 19:41
- Workstreams 24:33
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