Zendesk WFM: Initial setup and defining agent work

Oct 9, 2025

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

🙌 Trial Zendesk for free: https://zdsk.co/Zendesk2025
🎥 Subscribe to our YouTube channel: https://zdsk.co/ZendeskYouTube

Join us on other social media channels:
👉 LinkedIn: https://zdsk.co/ZendeskLinkedIn2025
👉 X: https://zdsk.co/ZendeskX
👉 Facebook: https://zdsk.co/ZendeskFacebook
👉 Reddit: https://zdsk.co/ZendeskReddit
👉 TikTok: https://zdsk.co/ZendeskTikTok
👉 Instagram: https://zdsk.co/ZendeskInstagram

#Zendesk #CustomerService #CustomerExperience #AI #CX