Tech Specs
What Zendesk is made of
Description
Your Zendesk Support has its own email domain and supports any number of email addresses. All emails sent to Zendesk Support become tickets. You can set your reply (“from) address for outgoing email. Also, you can customize the HTML and text email templates.
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Convert tweets, DMs, and faves into Zendesk Support tickets. Zendesk Support can monitor one or more Twitter accounts and convert tweets to tickets as needed. All tweet activity between agents and Twitter users is added as ticket comments.
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Convert Facebook wall posts and private messages into Zendesk Support tickets. On the Essential Plan, you can link one Facebook Page to Zendesk Support. On Team, Professional, and Enterprise Plans, you can add up to two Facebook Pages.
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Provide real-time support to your customers and proactively initiate chats with visitors on your website. With tools like shortcuts and agent-to-agent chat, collaborating on multiple chat conversations is a breeze for your support agents.
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Embed support wherever your customers are on your website. Allow them to search the knowledge base, send a message, or start a live chat.
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Phone support software that allows agents to make or receive concurrent customer calls right from Zendesk Support. Calls and voicemails automatically create tickets for easy tracking and resolution. Agents may take calls in the Zendesk Support browser or forward calls to external phone numbers.
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Support a global business: select a local or toll-free phone number from over 40 different countries or port existing phone numbers. In some countries, port in an existing number (porting currently available in North America).
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Offer branded or localized experiences with multiple customized greetings. Record new messages via phone or upload existing audio files for voicemail greetings, available agents, wait, hold and IVR messages. Both WAV and MP3 files are supported with a maximum file size of 10 MB.
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Mute, hold and transfer are available to agents in the call console. With warm transfer, deliver smooth agent hand-offs and reduce customer effort with warm transfer. Place a caller on hold to consult with another agent before transferring or returning to the customer.
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Set queue size to determine how many incoming callers will be kept waiting for an available agent. New calls that exceed this limit are directed to voicemail. Set maximum queue wait time to determine how long customers may wait before leaving a voicemail.
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Know who is calling with user information in the call console for incoming calls. Calls received from new, unknown users generate new user accounts. Contact details and full multi-channel support history are at agents’ fingertips during a call for easy reference.
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Route calls to specific groups or to a set of groups in Zendesk Support, so callers reach the right agents for help. If more than one group is selected, the call will route to agents in the primary group first, then to agents in the secondary groups via round-robin.
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With multi-level interactive voice response (IVR), or phone trees, route customers to the right agent or department and provide recorded responses for frequently asked questions. Create a menu with options callers can choose through keypresses. Build a simple phone tree with one level or layer multiple menu levels together.
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Record inbound and outbound calls and voicemails to reference past conversations and ensure compliance with quality standards. Set expiration dates for call and voicemail recordings, ranging from 1 week to 2 years. Enable voicemail transcription per phone number for easy reference and fast resolution. Currently available in English only.
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Stay informed of call activity with granular real-time data on call volumes, wait times, hold times and wrap-up time. Maintain visibility into agent activity, including talk, hold, and wrap-up time and calls accepted, transferred and missed. Make an agent available or unavailable.
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View and analyze historical call data by agent, call status, wait time, hold time, and more, to support operational decision making.
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Track and measure the performance of your phone support and understand how it fits into your overall support operations with the powerful analytics power of Insights.
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Failover automatically forwards incoming calls to an alternate number in the unlikely event of an outage, ensuring important calls always come through.
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Views are a collection of tickets based on ticket status, assignee, group, or any other ticket conditions. Use views to help manage ticket workflow and organize tickets. Zendesk Support comes with pre-configured views that we recommend as best practices.
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Macros allow agents to quickly respond to common requests with a standard reply. In addition, macros can generate an action, like changing the status of the ticket. Zendesk Support comes with pre-configured macros we recommend as best practices. You can add more, modify, or turn them off.
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Add rich text to your tickets responses such as headings, bullet lists, and other useful text formatting. Attach photos easily and in-line.
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Custom ticket fields help gather all the information needed around a support request. These fields can be made visible to agents and/or your customers and can appear on tickets in Zendesk Support and the support request form.
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For any ticket, view the original email sent by the customerincluding source code and HTML. Access to the original email expires 30 days after the email is received in Zendesk Support.
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Agents and customers can attach files to tickets. You can even drag and drop files into your Zendesk Support ticket response. There’s a 1MB limit for accounts on the Essential Plan, 7MB for Team Plan, 20MB for Professional and Enterprise Plans.
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When a ticket requires input and resolution from a third party, set the ticket status as on-hold, so you can differentiate response times of your team versus the third party.
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Dynamic content is essentially multi-language placeholders that dynamically insert ticket content based on the customer’s preferred language. Agents can use dynamic content to easily provide localized support interactions. Dynamic content is supported in automations, macros, triggers, and other system-generated messages.
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With ticket forms, you can create multiple support request forms that show a unique set of ticket fields. Ticket forms help ask the right questions and gather all the important information needed up-front. It can be made visible to agents and/or your customers.
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Support up to 5 brands, products, service tiers, or regions with unique Help Centers, support channels, and business rules. Data and activity are centralized within a single account, making it easy to manage.
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Support up to 300 brands, products, service tiers, or regions with unique Help Centers, support channels, and business rules. Data and activity are centralized within a single account, making it easy to manage.
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Zendesk Support can be set in your agent’s preferred language with a localized interface. Includes; German, French, Japanese, Portuguese, English, English (UK), Spanish, Italian, Dutch, Danish, Russian, Simplified Chinese, Traditional Chinese, Polish, and Korean.
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This is a view on the agent dashboard that showcases the most relevant tickets when the agent first logs into Zendesk Support. The view consists of tickets that are new and open and assigned to you, unassigned tickets in your groups, and tickets not currently assigned to a group.
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Use the Play button to open the first ticket in a ticket view that is not currently being viewed by another agent. The Play button eliminates cherry-picking of tickets and speeds up agent productivity.
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Guided Mode helps agents focus by preventing cherry-picking. Agents select from their assigned views, and are immediately guided to the next available ticket in the queue in the order set up by the admin. If an agent elects to skip a ticket, a reason can be entered for skipping, giving admins insight into training and development needs.
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Zendesk Support is a multi-tab interface. Each tab can open a ticket, a customer profile, or knowledge base search results. Agents can open multiple tabs in one view and be able to multi-task by performing several actions.
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Click the search icon in the navigation bar to perform an instant search across tickets, users, organizations, or Help Center in a new tab.
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Zendesk Support comes pre-built with various keyboard shortcuts. Speed up productivity with the use of keyboard shortcuts to perform ticket actions and navigate through Zendesk Support.
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Zendesk Support is a single page app built on Ember.js to allow for a more interactive, real-time experience for you and your support team.
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Agent collision detection displays any other agents who are viewing a ticket at the same time, and indicates if they are actively editing it. Zendesk Support updates the ticket fields in real-time to allow for collaboration between agents working on a ticket together.
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Agents can use an alias that will be publicly displayed on all communications with your customer. This allows agents to create a persona and keep their real name private.
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Light agent is an unique role in Zendesk Support where the agent is only permitted to view tickets and add private comments. With this add-on you can have unlimited number of free light agents, so you can expand visibility and engagement throughout your entire company.
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The Pathfinder app displays the customer’s path across any web page, as well as Help Center views and searches (including within the Web Widget) 30 minutes before and after a ticket is submitted.
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The Knowledge Capture app leverages your support team’s collective knowledge and enables agents to create new content, link to help center articles in tickets and flag content for improvements, directly from their Zendesk Support agent interface.
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In addition to restricting certain sections in Help Center to specific groups of customers, create an agent-only knowledge base for your agents for them to reference information, documentation, and processes.
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Configure agent skills and assign them to specific ticket types to route ticket to groups of agents. This ensures that agents are served a ticket that they can solve efficiently, everytime.
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Monitor your team’s performance by setting service level targets for specific tickets, based on conditions you set, to measure response, reply and resolution times. An SLA column can be added to any view so your team can easily see status and time to breach.
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Triggers are time-saving tools that initiate a workflow based on specific changes or actions on a ticket. Your Zendesk comes with pre-configured triggers that we recommend as best practices. These are included in all plans. Starting at Team, you can modified, turn off, or add your own custom triggers using your own conditions and rules.
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Automations are time-saving tools that initiate a workflow based on time-based conditions. Your Zendesk comes with pre-configured automations that we recommend as best practices. These are included in all plans and can be modified or turned off. Starting at Team, you can add your own custom automations using your own conditions and rules.
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Create personal ticket views for your own use. Your Zendesk Support comes with pre-configured views that we recommend as best practices. You can add more, modify, or turn them off.
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Create personal macros for your own use when responding to customers’ tickets. Your Zendesk Support comes with pre-configured macros that we recommend as best practices. You can add more, modify, or turn them off.
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Create a shared view available to agents within a specific group(s). Your Zendesk Support comes with pre-configured views that we recommend as best practices. You can add more, modify, or turn them off.
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Create a shared macro available to agents within a specific group(s). Your Zendesk Support comes with pre-configured macros that we recommend as best practices. You can add more, modify, or turn them off.
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Set business hours in Zendesk Support and apply to ticket workflows, triggers, automations, and SLA targets. For example, if you don’t provide 24/7 support to your customers, you can acknowledge your availability and give customers a sense of when they can expect a response to their requests.
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Create multiple sets of business hours, called Schedules, in Zendesk Support and apply to ticket workflows, triggers, automations, and SLA targets. Incoming tickets can be assigned to a Schedule according to the customers location, the agent responding, or through custom business rules defined by an administrator.
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Filter and sort business rules to gain an understanding of how your automations, macros, triggers, and views are used. Business rules can be sorted by date created, date updated, group, and category.
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Add a single user to multiple organizations, up to as many as 300. Helpful for contractors, supervisors, or employees who may belong to multiple business units, departments, or locations.
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Analyze the usage and effectiveness of your business rules, like triggers, automations, macros, and views. Business rules analysis allows you to identify areas for optimization.
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Tickets from Zendesk Support can be shared with other Zendesk Support accounts, and vice versa. Establish sharing agreements with any of your company’s partners and vendors who also use Zendesk Support, so you and your partners/vendors can collaborate on tickets.
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Tickets from your Zendesk Support can be shared with other Zendesk Support accounts automatically, and vice versa. Establish automated sharing agreements with any of your company’s partners and vendors who also use Zendesk Support, so you and your partners/vendors can collaborate on tickets.
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Answer Bot increases self-service efficiency by responding to customer’s questions with relevant knowledge base articles from Zendesk Guide.
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In Guide, create a resource of helpful articles that answer customers’ most popular questions. Sections within the knowledge base can be restricted to certain groups of customers by specifying an organization or tag.
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Guide is organized in the following tree structure: Home > Categories > Sections > Articles. Each article must be a child of a section, and each section must be child of a category. You cannot have orphan articles or sections.
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Highlight articles that you want to be more prominent in help center. Promoting an article moves it to the first position of an article list. It also highlights the article in the list with a star to draw attention to it.
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View all of your published and unpublished knowledge base articles in one central location. Use search to easily find content and apply filters to refine the results further.
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Create your own lists of articles based on searches and filters that you apply. Refer back to these article lists to manage and keep your content up-to-date.
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In addition to restricting certain sections in Help Center to specific groups of customers, create an internal knowledge base for your agents for them to reference information, documentation, and processes.
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Add labels to your help center articles to help boost the article’s relevance when a specific keyword or phrase is searched. You can also use the API to retrieve articles by their label.
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See every article change made, giving you the ability to follow up with agents if any issues occurs. You can filter actions by specific users, review specific changes, such as when an article was deleted or published, and also drill down into specific changes.
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Instant Search for help center fills in the blanks as customers search for content, providing them with article suggestions and helping them search faster.
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Contextual Help displays suggested help center articles to customers in the Web Widget before they even search. Using keywords in the webpage’s URL, Contextual Help automatically infers what a customer might be looking for and offers the top three most likely self-service suggestion.
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With end-user authentication in the Web Widget, you can now embed content from a restricted Help Center (one that requires users to sign in for access)
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Build brand loyalty, crowdsource support and gain feedback with a customizable customer community, built right into your Zendesk Guide. Create topics under which users can add posts and comment on posts.
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Easily customize your Zendesk Community to reflect your company’s brand. Change the look and feel of the Guide help center using simple design tools such as color pickers and font choosers or take full control with powerful customization tools (Curlybars, based on Handlebars, a popular template language).
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As users create a new post, suggestions will reveal posts with similar titles to prevent duplicate posts.
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Add rich text to posts and comments, such as headings (posts only), bullet lists, and other useful text formatting, as well as attach photos easily and in-line.
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Sorting tools make it easy to navigate Community content. View posts by topic or view all posts. Sort posts by creation date, recent activity, number of votes or number of comments; filter posts by status (Planned, Not planned, Completed, Answered); and, sort comments by date or number of votes.
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Follow new posts or new posts & comments to receive email notifications when updates are made, so you can stay engaged with a conversation.
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Vote on posts or comments. Users can sort based on number of votes.
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Set a status on a post (planned, not planned, completed or answered) to communicate clearly where a feature request or post is in a life cycle.
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Feature posts in a section placed anywhere in your theme to highlight certain posts. Or, pin posts to the top of a section so it will remain at the top, regardless of sorting.
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Disable commenting on individual posts as needed.
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Create tickets from posts or comments to continue conversations one-on-one with customers.
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Edit posts and comments to ensure accuracy.
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Mark posts or comments as spam and enable spam filter to prevent publication of end-user content suspected as spam.
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Enable content moderation to approve all end-user contributed content before it’s published.
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Prevent some users from viewing the content of certain topics in the community. For example, configure a topic so that only users who have signed in can view it.
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Your customers can log into a dedicated customer portal to access their ticket history and activity, submit and track tickets, and view a list of subscribed community topics and questions.
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Any logged-in user can follow community topics, questions, or knowledge base articles. They will receive alerts on any update made to that topic, question, or article, so they can stay up-to-date on conversations of interest.
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Signed in end-users can now add CC’s to requests they submit via the Guide ticket form as well as edit existing CC’d users on a current ticket submission.
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Format your articles. Bold, italicize, underline, or apply other styles to the text. Insert video, images, or tables to add visual elements.
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Move articles from section to section on the individual article pages, or re-arrange articles, sections, and categories with a simple drag and drop on the Arrange Content page.
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Search the knowledge base and community at once. One search surfaces both knowledge base articles and community questions.
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Add draft articles in Guide. The articles are saved but not published. Publish a draft article or unpublish a live article with a tick of a checkbox on the article page.
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Enable multiple languages in Guide and surface only articles in the customer’s preferred language. Add localized content and manage all your multilingual content in one place.
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Dynamic Content is essentially multi-language placeholders that dynamically insert ticket content based on the customer’s preferred language. Dynamic Content is supported in Guide.
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Guide’s admin interface can be set in your preferred language with a localized interface in German, French, Japanese, Portuguese, English, English (UK), Spanish, Italian, Dutch, Danish, Russian, Simplified Chinese, Traditional Chinese, and Korean.
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The Copenhagen Responsive theme for help center is built on best practices and by default optimized for beautiful experiences across devices including mobile devices, tablets and desktops. You can further customize the theme with logo, favicon, and colors to match your company’s brand.
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Built into Guide is a customization panel where you can change your colors, fonts, logo, and name.
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See the customizations you make in real-time without affecting what your customers are seeing in your live help center. You can preview by role: anonymous, logged in customer, agent, or manager.
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Guide comes with a built-in code editor so you can customize your help center with HTML, CSS, or JavaScript. Select a template to access the page code.
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Work with the page code used to build the help center. The code is contained in editable templates that define the layout of each page type. help center templates include home page, category page, or article page, as well as the global header and footer.
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Components are a set of code that enables a functionality to occur. Insert components into the page code on any template to perform advanced customizations to Guide. No code experience needed.
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Host mapping, also known as domain mapping, enables you to use your own subdomain, such as help.mycompany.com. This allows you to route users from a company page to your Zendesk automatically. To display your own domain such as help.mycompany.com on your Zendesk site, you will need SSL (Professional plan and up).
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Manage up to 5 separate Guide help centers–each with a unique destination, content, and branded design–from a single Zendesk account.
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Manage up to 300 Guide help centers–each with a unique destination, content, and branded design–as you need, from a single Zendesk account.
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View information about your customers, from basic contact info, language preferences, to any customer data captured in custom user fields.
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The Zendesk User Data app gives you a view of customer information: user and organization details like tags, ticket activity, and contact info right next to a ticket.
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Custom user fields capture information about individual customers. In addition, custom user fields can be used in triggers and automations, so dedicated workflows can be set based on customer data.
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Custom organization fields capture information about a group of customers. In addition, custom organization fields can be used in triggers and automations, so dedicated workflows can be set based on customer data.
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Bring together data, like customer information and support activity, between Salesforce and Zendesk. View Zendesk Support tickets in Salesforce, bring Salesforce account and contact info into Zendesk Support, and enable real-time data sync. Available to any Salesforce organization on Group, Professional, Enterprise, Unlimited, or Developer editions.
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Customer lists are a group of customers filtered by the custom user/org fields and tags you set. Export a list to a CSV or send an email or survey with MailChimp or SurveyMonkey to a targeted customer list.
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Your customers can rate how satisfied they are with the support they received. By default, your customers will receive an email 24 hours after the ticket has been set to solved that asks one question with two possible answers: Good I’m satisfied or Bad I’m unsatisfied.
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Predict how likely your customers are going to be satisfied. Powered by a machine learning model, your team can enter conversations with more context. The prediction is shown on a support ticket and can be incorporated into your ticket views, workflows and reports.
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Net Promoter, NPS, and the NPS-related emoticons are registered trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.
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Understand the reasons behind your negative CSAT ratings by providing your customers with the option to share why they were unsatisfied. This can help you distinguish between feedback about the customer experience vs. feedback about other things.
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Compare yourself against your peers on key benchmark metrics like customer satisfaction, first response time, and ticket volume. For the latest report, visit www.zendesk.com/benchmark.
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Ticket views can serve as a way to report on the types of support requests you’re receiving. Export a ticket view to a CSV file, containing an entry for each ticket and all its associated ticket information in the view. Because of the processing involved in generating a CSV file, we limit export requests to one view every ten minutes.
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Get a quick view summary of your key ticket metrics by channel, benchmark, and first reply; as well as your top articles, searches, and agents.
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Measure your performance by having visibility into ticket volume, agent performance, and other key support metrics. The data in the reporting dashboard is updated on an hourly basis. It does not contain data about deleted tickets.
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Drill into customer self-service behaviors with Google Analytics for help center. Google Analytics is a free Web analytics tool. Set up custom event tracking around specific customer activity, like the actions a visitor takes prior to submitting a ticket.
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Get an instant snapshot of your Guide activity with three pre-built dashboards that capture trends around knowledge base activity, community engagement, and search behaviors. Use these insights to optimize the customer self-service experience.
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Automatically track the time spent on each of your Zendesk Support tickets. The Time Tracking app captures the time your agents spend on every ticket, so managing your team’s performance and overall support operations is easier.
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Interact, filter, and drill into over 50 best practice reports to measure operational efficiency, agent performance, and customer experience. Build custom dashboards to slice and dice data in meaningful ways to better understand your customers and improve your team’s workflow. Zendesk data is synced daily at a time you set.
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Share Insights reports with others ad hoc, or schedule reports to be sent regularly via email. Keep your entire organization in-tune with customer interactions, feedback, and support performance.
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Report on up to 60 fields on the Professional plan and up to 200 fields on the Enterprise plan.
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Zendesk data synched with Insights hourly on the Enterprise Plan. Each sync begins one hour after the current sync ends.
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Gain actionable insights into the enforcement of your SLA policies through a best practice dashboard as well as 11 metrics and 6 attributes specific to SLA added in Zendesk Insights.
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Single sign-on (SSO) allows you to authenticate users in your systems. Once authenticated, users can access Zendesk without needing to enter separate login credentials. Zendesk only grants access to the users that have been authenticated by you. Zendesk SSO relies on a technology called JSON Web Token (JWT) for securing the exchange of user authentication data.
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Zendesk offers various SSO options. Provide single sign-on integration with your existing identity via Twitter, Facebook, or Google accounts.
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Zendesk provides the following levels of password security: low, medium, and high. Set one password security level for end-users, and a different one for admins and agents. Only admins can change the password security level. On the Professional and Enterprise Plan, you can specify your own custom password security level.
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2-factor authentication provides another layer of security to your Zendesk account, making it more difficult for somebody else to sign in as you. Admins and agents who turn on this setting will need to provide a passcode, sent to their mobile device, in addition to a password when signing in.
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Zendesk is ISO 27001:2013 certified. The ISO 27001 certification applies to the management of development, operations, maintenance, and delivery of the SaaS products provided to customers by Zendesk, including Zendesk Chat. Zendesk’s certification doesn’t extend to cover any third-party services.
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Zendesk tracks the devices used to sign in to your account. Check the list on a regular basis for any suspicious devices. Admins will receive an email notification when a new device is added.
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SSL (Secure Socket Layer) is an encryption protocol that ensures secure communications with your Zendesk web portal. SSL is enabled by default. The secure connection is indicated in the customer’s browser by https (for HTTP Secure) in the URL and by a padlock icon in the address bar.
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If you change the subdomain of your Zendesk from zendesk.com to your own subdomain, Zendesk’s SSL certificate no longer applies. Hosted SSL is an alternative solution. The general setup workflow consists of obtaining a SSL certificate from a certificate authority and then sending it to us to install on our servers.
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Supporting the DKIM and DMARC standards, digitally sign outbound emails from Zendesk to prove that an email actually came from somebody in your organization and not somebody pretending to be from your organization. Digitally signing outbound email is supported only if you have set up an external email domain for your Zendesk email.
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Zendesk supports Secure Assertion Markup Language (SAML), which allows you to provide single sign-on (SSO) for your Zendesk using enterprise identity providers such as Active Directory and LDAP.
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Perform tests on your Zendesk in a trial environment, separate from your production instance. Use the sandbox to test, learn, and make mistakes before making your changes public.
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Only allow access to your Zendesk account from specified IP ranges. Choose to apply restriction to all users or only to the agent portal.
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Specify granular permissions for agents, and control what they have access to in Zendesk. This allows you to define agent roles that suit your own organizational structure and workflow.
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View a detailed list of critical changes that have been made to your Zendesk account, user, app changes, business rules, tickets, and settings.
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Send all Zendesk email notifications privately to an address of your choice, keeping a complete archive of communication.
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Specify a region or country where your account data must be stored. Select from US-only or EU-only. Some restrictions apply.
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Encryption of all your Zendesk data-at-rest.
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Disaster recovery with quoted targets for RPO and RTO.
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Zendesk has successfully completed a HIPAA/HITECH assessment and can make its Business Associate Agreement (BAA) available for execution by subscribers.
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Use the Zendesk API to automate and enhance their customer support with Zendesk. Essential allows for 10 requests per minute (RPM), Team 200 RPM, Professional 400 RPM and Enterprise 700 RPM. High Volume API users can purchase an add-on to increase their limit to 2500 RPM. Details at developer.zendesk.com.
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Zendesk has over 500+ public apps and integrations available in our marketplace. App Categories include Productivity & Time-Tracking, IT & Project Management, E-Commerce & CRM, Telephony & SMS, Knowledge & Content, Zendesk Labs, Analytics & Reporting, Chat & Collaboration, Surveys & Feedback, Email & Social Media.
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Build your own Zendesk App or Channel integration, for exclusive use within your account, using our App and Channel Frameworks. Display or update external data, hide or show a field on a user or even build a custom workflow on tickets.
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Zendesk Talk – Partner Edition provides access to Zendesk’s telephony apps and CTI toolkit, allowing companies to integrate out-of-the-box or custom call center solutions with the Zendesk ticketing system for more productive agents, greater visibility into support operations and more consistent cross-channel support.
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Bring Zendesk functionalities, like ticket submission, knowledge base articles, live chat and more, into your iOS and Android apps. Visit https://support.zendesk.com/hc/en-us/articles/204256073 for more details.
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