Your Zendesk Journey: Digital First Onboarding Guide

Thank you for choosing us as your customer service platform.

This guide contains the essential steps and resources to help you get up and running—quickly, easily, and efficiently.

Here’s what your Digital First onboarding journey looks like:

• What is the Digital First Approach? Learn how our digital model empowers your team.
• Getting Started: Essential Resources: Easy guides and key resources to set you up for success
• Training and Webinars: Stay updated and boost your knowledge with ongoing sessions.
• Support Team and Help Channels: Connect with dedicated experts through digital channels
• Next Steps and Recommendations: Get personalized tips to maximize value and keep growing.

Let’s get started!

What is the Digital First Approach?

Zendesk adopts a Digital First Approach to provide you with specialized support through digital channels.

You have direct access to our team of experts in:

• Technical Support: Troubleshooting and technical inquiries
• Sales Support: Product recommendations and upgrades
• Renewals: Fast subscription renewal and optimization
• Billing & Invoicing: Payment and invoice assistance
• Legal & Security: Compliance, privacy, and contract help

Getting Started: Essential Resources

• Account access and initial setup instructions
• Quick start guide for new users
• Help Center: FAQs and basic tutorials
• Get Your Team Onboard: Invite and guide your team members through the onboarding process

Training and Webinars

• Join our introductory and advanced webinars
• Access an updated calendar of live sessions and events
• Topic-specific webinars for new products and features

• Library of on-demand videos and recordings