Agent guide

Agent guide for the Zendesk Suite

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Ticket basics

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About the Zendesk Agent Workspace
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Switching among Zendesk products
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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About the ticket lifecycle and ticket statuses
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Using Play mode to quickly work through tickets
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Saving Zendesk Support searches
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Resources for working with tickets
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Additional ticket channels

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Setting your agent status for Support, Messaging, and Talk with omnichannel routing
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Using the notifications list to manage conversations
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus This article desc...
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Using ticket tabs to manage conversations
What's my plan? Support Team, Professional, or Enterprise This article describes how to use tabs to help...
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Automatically accepting live chat and messaging conversations in the Agent Workspace
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus When your admin turns ...
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Managing unified conversations in the Zendesk Agent Workspace
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Setting your status for messaging and live chat
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Tip: If your admin has...
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Ticket management

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Accessing your views of tickets
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Professi...
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Accessing and using the Views admin page
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Creating views to build customized lists of tickets
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Managing your views
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Categorizing your views
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Sorting and filtering tickets in a view to refine results
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Ticket automation and collaboration

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Macros resources
This article provides a list of resources to help you learn about macros and use them in your account.  Documentation...
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Viewing intelligent triage predictions
What's my plan? Add-on Copilot Verified AI summary ◀▼ View and update intelligent triage predictio...
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Enhancing ticket comments using generative AI
What's my plan? Add-on Copilot Writing tools, which are part of agent copilot, can help you improve t...
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Collaborating on messaging conversations using @mentions
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Agents participating in...
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Finding tickets similar to the current ticket
What's my plan? Add-on Copilot The similar ticket feature enables you to see a list of similar ti...
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Using quick answers for generative search in tickets
What's my plan? Add-on Copilot You must have the Copilot add-on to use the features described in thi...
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Customer management and profiles

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Adding end users
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Adding your agent signature to ticket comments and email notifications
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Resending a verification email
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Searching users, groups, and organizations
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Updating ticket requesters and organizations
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Managing users in multiple organizations
What's my plan? Suite Growth, Professional, Enterprise, or Enterprise Plus Support Professional or E...
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Schedule management and time tracking (WFM add-on)

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Viewing and managing your schedule as an agent
What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Your a...
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Starting and ending your day in the Zendesk WFM time tracker
What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Depending ...
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Syncing your Zendesk WFM schedule with Google Calendar
What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) If an ...
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Requesting time off
What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) Agents can re...
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Using task lock
What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) As an agen...
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Trading shifts with other agents
What's my plan? Add-on Workforce Management (WFM) or Workforce Engagement Management (WEM) If an ...
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Zendesk Support app for mobile

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About the Zendesk Support mobile app
What's my plan? Support Team, Professional, or Enterprise The Zendesk Support mobile app is an app for a...
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Searching data on your mobile devices
What's my plan? Support Team, Professional, or Enterprise You can search for Zendesk Support data (ticke...
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Working with tickets in the Support mobile app
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe...
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Using CCs, followers, and @mentions on your mobile device
In this article, we’ll discuss how to use CCs, followers, and @mentions in the Zendesk Support mobile ...
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Installing and configuring the Zendesk Support mobile app
What's my plan? Support Team, Professional, or Enterprise The Zendesk Support mobile app is available fo...
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Working with views in the Support mobile app
What's my plan? Support Team, Professional, or Enterprise You can access up to 12 global and eight perso...
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