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E-raamat: Practical Zendesk Administration: A World-Class Customer Service Platform

  • Formaat: 196 pages
  • Ilmumisaeg: 15-May-2014
  • Kirjastus: O'Reilly Media
  • Keel: eng
  • ISBN-13: 9781491900772
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  • Formaat: 196 pages
  • Ilmumisaeg: 15-May-2014
  • Kirjastus: O'Reilly Media
  • Keel: eng
  • ISBN-13: 9781491900772
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Implementing the Zendesk customer service software as part of your company’s operations can be time-consuming, but with the best practices and advice in this hands-on guide, you can shorten the procedure considerably. You’ll learn the purpose, benefits, and pitfalls of each Zendesk feature, with examples of how to configure it to match your company’s needs and processes.

Written by written by two experienced Zendesk product trainers, this book is distilled from years of working in the trenches, launching customer implementations, and answering thousands of questions from participants throughout the world. With it, you’ll be able to determine the best way to put Zendesk’s vast potential to work for your company.

  • Apply custom branding to your user-facing support portal
  • Mitigate risk by implementing various Zendesk security features
  • Manage profiles and permissions for users, agents, and administrators
  • Create tickets from email, voice, chat, feedback tabs, and social media
  • Capture and classify help requests through standard and custom fields
  • Use techniques to build an efficient agent support process
  • Automate your business rules in Zendesk to streamline your workflow
  • Provide your customers with self-service support
Foreword xi
Preface xiii
1 Introduction to Zendesk
1(10)
Explanation of the Zendesk Plans
1(2)
Terms and Definitions
3(3)
User Interface Experience
6(2)
Steps to Administer Zendesk
8(1)
Internal Versus External Customer Service
9(2)
2 Initial Setup
11(14)
Creating a Sandbox
11(1)
Help Center Branding
12(1)
Customizing the Zendesk URL
13(2)
Internationalization
15(6)
Administrator Interface Language
15(1)
Setting the Time Zone
16(1)
Multilanguage Support for End Users
16(1)
Dynamic Content for Text Translation
17(4)
Outgoing Email
21(4)
Email Notification Sender Address
22(1)
Personalized Email Replies
22(1)
Sender Policy Framework (SPF) Settings
23(1)
Digitally Signed Outbound Email
23(2)
3 Security
25(12)
Social Media Logins
25(3)
Suspended Tickets
28(1)
Public Creation of User Profiles
29(3)
Blacklists and Whitelists
32(1)
Password Strength Policy
33(1)
Secure Sockets Layer (SSL)
34(1)
Enterprise Security and Compliance
35(1)
Email Archiving
35(1)
Audit Log
36(1)
Agent Device Management
36(1)
4 User Management
37(20)
Administrators
38(1)
Agents and Roles
38(10)
Groups
39(1)
Agent Signatures
40(1)
Adding an Agent Account
41(1)
Enterprise Agent Roles and Light Agents
42(2)
Configuration Options for Agent Roles
44(4)
Adding an Agent on the Enterprise Plan
48(1)
End-User Access
48(7)
Creating an End User
48(1)
Bulk-Importing Users
49(1)
Merging End Users
49(2)
Suspending End Users
51(1)
Assuming an End User's Profile
51(1)
Organizations
52(1)
Shared Organizations
53(1)
Multiple Organizations
54(1)
Customer Lists
55(2)
5 Channels
57(28)
Incoming Email
58(1)
Adding Incoming Email Addresses
58(1)
Agent Forwarding
59(1)
Voice
59(4)
Adding Phone Numbers
60(1)
Call Center Configuration
61(1)
Recording Greetings
62(1)
Call Activity Dashboard
63(1)
Feedback Tab
63(4)
Creating a New Feedback Tab
64(2)
Publishing a Feedback Tab
66(1)
Managing Existing Feedback Tabs
67(1)
Chatting
67(2)
Setting Up Chat
68(1)
Chatting from a Ticket Versus a Feedback Tab
68(1)
Twitter
69(6)
Selecting a Twitter Handle for Zendesk
70(1)
Authorizing a Twitter Handle
71(2)
Linking Tweets into Zendesk
73(1)
Saved Searches
74(1)
Facebook
75(5)
Authorizing the App
75(2)
Monitoring Posts and Messages
77(3)
Ticket Sharing
80(5)
6 Fields and Data Capture
85(32)
Data Capture Lifecycle
85(4)
End-User Fields
89(1)
Required Fields
90(1)
System Fields
91(2)
An Optional Status: On-Hold
93(1)
System Field Configuration
93(11)
Ticket ID
93(1)
Subject
94(1)
Description
94(1)
Carbon Copy (CC)
95(1)
Requester
96(1)
Ticket Status
96(2)
Ticket Types
98(1)
Priority
99(1)
Group and Assignee
100(1)
Tags
101(1)
Comments
102(1)
Markdown and Emoji
102(1)
Attachments
103(1)
Screencasts
104(1)
Custom Fields
104(3)
Cascading Menus in Drop-Down Lists
107(1)
Ordering Fields
108(1)
Reading the List of Ticket Fields
109(1)
Custom User and Organization Fields
110(1)
Ticket Forms
111(6)
7 Agent Support Process
117(14)
Restricting Agent Access to Tickets
117(1)
Presumptive Solve Approach
118(1)
Views
119(5)
Understanding View Conditions
120(2)
Required Fields for Views
122(1)
View Formatting Options
122(1)
Shared Views
123(1)
Macros
124(7)
Adding a Shared Macro
125(1)
Macro Menus
126(2)
Referring Macros to the Knowledge Base
128(3)
8 Automated Business Rules
131(22)
User and Organization Tagging
131(1)
Triggers
132(8)
Default Triggers
133(1)
Trigger Conditions and Actions
134(1)
Trigger Examples
135(3)
Ordering Triggers
138(2)
Mutually Exclusive Triggers
140(1)
Automations
140(6)
Default Automations
141(1)
Automation Examples
142(3)
Nullification of Automations
145(1)
Auditing Business Rule Use
146(1)
Email Notifications
147(3)
Bidirectional Email Communication
147(2)
Email Notification Template
149(1)
Mail Delimiter
150(1)
Placeholders
150(1)
Customer Satisfaction
151(2)
9 Help Center
153
Terms and Definitions
154(2)
Help Center Users
156(1)
Configuring the Help Center
156(7)
Customer Administration Settings
158(1)
Adding Categories and Sections
159(1)
Arranging Categories, Sections, and Articles
160(1)
Section Access Restrictions
161(1)
Multilanguage Knowledge Base
161(2)
Draft Articles
163(1)
Community
163(1)
Questions and Ideas
164(1)
Help Center Customization
165(1)
Themes and Simple Design Changes
166(1)
Advanced Customization
167
Promoted Articles
168(2)
Google Analytics
170
Stafford Vaughan started computer programming at an early age. He grew up near Sydney, Australia, and found his first job at CustomWare, a software services company that specializes in the technology of fast growing software companies. In his time at CustomWare, Stafford has personally established the training departments of several companies, including Zendesk, Atlassian, and GoodData, and authored several of the official training programs for software products including Zendesk, JIRA, Confluence, GreenHopper, and GoodData. As an educator, Stafford has delivered training sessions to more than a thousand organizations in 15 countries, including NASA, the Pentagon, the United Nations in Geneva, Harvard University, Stanford Graduate School of Business, Groupon, the US Department of Commerce, Sun Microsystems, and Wells Fargo Bank. Stafford holds a Bachelor of Software Engineering degree from the University of Newcastle, he is a CompTIA Certified Technical Trainer (CTT+), a Sun Certified Programmer for the Java 2 Platform (Standard Edition 5.0), a Microsoft Certified Application Specialist (PowerPoint 2007), and an Adobe Certified Expert (Photoshop CS5). Stafford currently lives in San Francisco and works in Silicon Valley. In his spare time he is a keen hiker and serves as a volunteer mentor at the San Francisco SPCA.