How To Guides

Customer experiences can be complicated, but your customers don’t have to know that. Read our how-to guides for actionable steps and behind-the-scenes tips for building better customer relationships.

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Delivering SMS support with Text from Zendesk, featuring rapidly-growing startup Favor Article

Delivering SMS support with Text from Zendesk, featuring rapidly-growing startup Favor

On-Demand with Evan Aldrich and Ryan Nichols With the growth of mobile apps and the on-demand…

Getting started with Zendesk Talk: strategies and best practices Guide

Getting started with Zendesk Talk: strategies and best practices

Getting started with Zendesk Talk will help you set up and make the most of Zendesk…

A retailer’s guide to getting omnichannel customer service right Guide

A retailer’s guide to getting omnichannel customer service right

Retail and omnichannel customer service With consumers shopping in more channels than ever, retailers have been…

Bright Ideas: IT Customer Stories Article

Bright Ideas: IT Customer Stories

As companies grow, so do the complex demands placed on the IT service desk. Without the…

6 Steps to Deploying Chat on Your Website Guide

6 Steps to Deploying Chat on Your Website

Live Chat is a faster and more personal way to engage with customers. But to make…

Delivering high-impact phone support, featuring DonorsChoose Article

Delivering high-impact phone support, featuring DonorsChoose

Effective phone support can have a powerful impact, especially for non-profit and community organizations. Whether guiding…

What’s New in Your Zendesk: Advanced Voice Article

What’s New in Your Zendesk: Advanced Voice

In our Q4 2015 “What’s New In Your Zendesk” webinar, co-presented by Matt Owens, a solutions…

How Le Tote Uses Zendesk Chat and Support Video

How Le Tote Uses Zendesk Chat and Support

[Editor’s note: Zopim is now Zendesk Chat]

How to Grow Your Business with Proactive Chat Support Guide

How to Grow Your Business with Proactive Chat Support

The complete guide describes: The benefits of proactive chat support Research on public perception How real-time…

Zendesk Embeddables: Bringing customer support directly to your customers Article

Zendesk Embeddables: Bringing customer support directly to your customers

Zendesk Embeddables are a combination of the Zendesk API, Web Widget, and Mobile SDKs for both…

Zendesk Deep Dive: Managing Views Article

Zendesk Deep Dive: Managing Views

Views in Zendesk are a great way to ensure that no ticket goes unanswered. Much as…

There’s a chat for that Infographic

There’s a chat for that

In recent years, companies have realized that providing customers with greater engagement opportunities can increase overall…

PCI Compliance and the Cloud White Paper

PCI Compliance and the Cloud

Table of Contents PCI Background Introduction What is PCI? What are the PCI DSS requirements? To…

How to migrate your help desk system Guide

How to migrate your help desk system

A data migration project is enough to strike fear into your heart, especially if you don’t…

Zendesk Help Center Video

Zendesk Help Center

11 Steps to a Better Customer Support RFP Document Guide

11 Steps to a Better Customer Support RFP Document

Industry watchers say that organizations change their customer support tools every five years on average. Whether…

6 Tips for building a thriving help center White Paper

6 Tips for building a thriving help center

Customers want to help themselves. They are more technically savvy than ever and have come to…

IT Service Desk Scorecard Article

IT Service Desk Scorecard

Evaluating a new tool for your IT service desk can be a daunting task, and finding…

Guide to integrating Zendesk and Salesforce Guide

Guide to integrating Zendesk and Salesforce

The Zendesk for Salesforce integration was designed to be flexible. Based on your needs, you can…

Adding Zendesk Agents Video

Adding Zendesk Agents