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Zendesk

Information Technology > Customer relationship management CRM

Description

Zendesk is a customer service platform that streamlines businesses' interactions with their customers across various channels like email, chat, and social media. It allows for the creation and management of support tickets from these different channels in one unified interface. Users can customize views, create custom reports, and use macros to automate responses. As proficiency increases, users can manage multiple channels, implement Service Level Agreements (SLAs), and even integrate Zendesk with other tools. Advanced users can leverage the Zendesk API for more complex tasks and develop apps specifically for the Zendesk platform. Understanding and mastering these skills can significantly enhance customer service efficiency and effectiveness.

Expected Behaviors

✎
LEVEL 1

Fundamental Awareness

At this level, users are expected to have a basic understanding of the Zendesk interface and its core features. They should be able to navigate through the platform, understand how tickets work, and have an overview of the different channels available in Zendesk. They should also have a basic understanding of Zendesk Support.

🌱
LEVEL 2

Novice

Novice users should be able to create and manage tickets effectively. They should know how to use Zendesk views and set up email channels. At this stage, they should also start exploring the reporting feature in Zendesk and generate basic reports.

🌍
LEVEL 3

Intermediate

Intermediate users should have advanced ticket management skills and be able to customize Zendesk views according to their needs. They should be comfortable setting up social media channels and creating custom reports. Using macros in Zendesk should also be within their skillset.

⭐
LEVEL 4

Advanced

Advanced users are expected to manage multiple channels efficiently. They should be proficient in creating and using triggers, generating advanced reports and analytics, and implementing SLAs in Zendesk. Customizing the Zendesk interface to suit their organization's needs should also be within their capabilities.

🏆
LEVEL 5

Expert

Expert users should be able to integrate Zendesk with other tools seamlessly. They should have advanced customization skills for the Zendesk interface and be capable of creating complex triggers and automations. Advanced use of Zendesk API and developing apps for Zendesk should also be within their expertise.

Micro Skills

✎
LEVEL 1

Fundamental Awareness

Identifying Key Sections
Using Search Function
Customizing the Dashboard
Entering Ticket Details
Assigning Tickets
Updating Ticket Status
Adding Comments to Tickets
Email Channel
Social Media Channels
Providing Customer Service
Managing Tickets
Exploring Basic Reporting Capabilities
🌱
LEVEL 2

Novice

Creating a New Ticket
Assigning Tickets to Agents
Adding Internal Notes to Tickets
Closing and Deleting Tickets
Understanding the Purpose of Views
Creating a New View
Editing Existing Views
Organizing Views
Sharing Views with Other Agents
Configuring Email Forwarding
Setting up Email Notifications
Customizing Email Templates
Managing Multiple Email Addresses
Troubleshooting Email Delivery Issues
Understanding Zendesk Reporting Basics
Generating Standard Reports
Interpreting Report Data
Exporting Reports
Scheduling Regular Report Deliveries
🌍
LEVEL 3

Intermediate

Using Ticket Fields
Managing Ticket Forms
Understanding Ticket Statuses
Using Ticket Tags
Creating Custom Views
Managing View Access
Sorting and Grouping Views
Using Conditions in Views
Integrating Facebook with Zendesk
Integrating Twitter with Zendesk
Managing Social Media Tickets
Using Social Media Monitoring
Understanding Reporting Metrics
Using Report Builder
Creating Scheduled Reports
Sharing and Exporting Reports
Creating Macros
Applying Macros to Tickets
Managing Macro Access
⭐
LEVEL 4

Advanced

Understanding Email Channel
Configuring Email Settings
Managing Email Tickets
Understanding Social Media Channels
Configuring Social Media Settings
Understanding Live Chat Channel
Configuring Live Chat Settings
Managing Live Chat Sessions
Understanding Phone Channel
Configuring Phone Settings
Managing Phone Calls
Understanding Trigger Conditions and Actions
Creating Basic Triggers
Testing and Troubleshooting Triggers
Creating Complex Triggers
Creating Custom Reports
Using Zendesk Explore for Advanced Analytics
Understanding and Using Metrics and Attributes
Understanding SLA Policies
Creating and Applying SLA Policies
Monitoring SLA Compliance
Troubleshooting SLA Issues
Customizing Agent Workspace
Customizing Help Center Theme
Adding Custom Fields to Tickets
Customizing User and Organization Fields
🏆
LEVEL 5

Expert

Integrating Zendesk with CRM Systems
Integrating Zendesk with Email Marketing Tools
Integrating Zendesk with Social Media Platforms
Integrating Zendesk with Project Management Tools
Customizing Zendesk Theme
Creating Custom User Segments
Implementing Custom Fields in Tickets
Creating Time-Based Triggers
Setting up Conditional Automations
Creating Multi-Step Automations
Using Liquid Markup for Dynamic Content
Creating Custom API Endpoints
Managing API Tokens
Using API to Retrieve Ticket Data
Using API to Update Ticket Data
Understanding Zendesk App Framework
Creating a Basic Zendesk App
Publishing an App on Zendesk Marketplace
Maintaining and Updating Zendesk Apps

Skill Overview

  • Expert12 months experience
  • Micro-skills95
  • Roles requiring skill0

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