How to Use Zendesk for Customer Service (Step by Step) Zendesk Tutorial for Beginners

Hey everybody, welcome into this new video

Let's take a look how we can use the SendDesk application or the website for our business

So if you're totally new, you have to worry about that. Let's make a walkthrough step by step of how SendDesk works and how and how it can help us to boost our company

So Sand Desk is a software that can help us with the customer service and create great experience here

and grant great experience to our customers. If you want to look for a specific topic from sanddesk.com, you can go always there into the website

scroll down until you find the most search topics. For example, the five of the birds knowledge management samples

Or what is a sales CRM? Now, in order for you to understand how the sand desk works and how we can improve our customer

service additionally to add it into our store, into our online store, I'm going to go and select

my option that says free trial. So in here what you want to put is your work email

Next, you have to fill your first, your last name, and all the information above to create your account

And the last step is to bring our company name, our number of employees

What are we solving for? Let's say we want to manage an engine sales lead or custom service request

I'm going to choose a language for a sand desk site. And I'm going to create a password in order to continue

So I'm going to complete my trial. now the only thing we need to do in order to continue is to verify our email as always

all right so now we've been redirect into the sign into our company section so what i want to do

is to put in here my email and my password once again so now this has been already redirecting me

into the get started section welcome to the sand desk suit so it's going to be taking me into just a

few questions in order for understanding what do we need most um help with so for example have you

set up a customer's a solution. I'm going to put into no I'm new into this. When do you plan to

release it Let say that I want to release that in three months and that we will be using one out of three agents of Sendesk Now what are the best ways for the customer to contact you So in my case I want to choose the chat section

If you're not sure, there's always the I'm not sure section and go to continue

Now, if you go into the start section, you're gonna see that there's the administration center

we can find the bill section, which basically you're gonna see all your information

about your bailing, all your information about your, your subscriptions. There's also the team management. Our ways to connect with the customers are

here into the channels and you can customize the workspace for different teams and you can

customize the workspace for depending which and you can customize the workspace for anyone who's

within your team management section in here. The objects and rules you can see some automations

and ticket fields also in the apps and integrations. You can add a lot of things for your website

to get more data out of the Sandusk application. And of course, there's a help and support section

just in case you need something you can't control. Now, if you focus in here where it says the build section

I'm going to close this just for a second. And I'm going to open this option and says persons

As you can see, here we have the equipment and the team members. I want to go and scroll down until I find this setting section

And take a look here with says user fields. So all the fields in here is to get more details about our customers

so we can arrange more fields in the order we want to see them into the profile so we can add

for example like a text a date a look-hop relationship let's say for example i want to add some

maybe drop-down and add it here into my display's name so now now for this example i have this

website um shopify speaking about an online store so what i want to do is to add send

desk to my store so i can add the customer service and see

see how is this working. So I'm going to just sign into my Shopify account. If you see the

integrations that are available from Senddesk, you can add sales force, you can add the event

connector for Amazon Event Bridge and you can add the Shopify V orders and customer data for Shopify and activate web widget in the store So I gonna choose to connect my Shopify account

inside the Sundask section. I'm gonna install the Shopify into my SunDemale

Now we need to enable this installation. I'm gonna go into a style application

So it's gonna be sending me back into Sundask to see if my website has been already

set it up so we're going to go into set up my customer service section now here have the side

about application for support for example this is my website it's not looking so good after all

I mean this is just for a example page show I want to see in this part that there's the customer

service section so I'm going to go back into Sand Desks and here into the apps and integrations

we have the Shopify section I want to choose the sidebar application so I want to set this up application at the sidebar

refunds and cancellations I just want to mess with the showcase the Shopify

sidebar and support so I'm gonna go into safe now I'm gonna reload my website

and as you can see it's now appearing here the hi need any help section so if I

clicked in here I'm gonna see that now it's available the send desk section

hi there how can I help you the name so now when I

I want to do is to set up this kind of customer service because I want to make this a little bit more

interesting and specific to my customers. Our chat support. So here into the Messenger service, we can't enveemed here on our website and applications

and integrate with the most popular social media channel. So that means I can add

Let's take a look here how many channels I can add. That means I can customize from Facebook Messenger, Instagram, Direct, iOS line, Slack

Twitter and WeChat. So if you choose, for example, Instagram direct is going to be sending you to Instagram

So I'm going to go with continue with Instagram. So you can set up your Instagram My case I won add Instagram I going to go into the talked and email section I going to go into the bot and automation And I want to choose the bot section so we can customize

here our butts. So let's say for example that someone says that the order did not arrive or

needs to reset the password. So here into talk to a human you can go into the to edit section

Reset the password edit intent. You still have access to the email

address so there's a option of yes and no so let's say you want to add something like a next step here

and if you have like created just an article for the health center something like that you can add a

variable in here just click in there at the step select the boot messages and then select the ad

variable you can mess around with the customer support it's been already added into our website

and here we can create the answers that the pod can use to answer some common questions

right so like this is the standard response and that's basically what we're doing here is just

making some tests see how it is working how many bots do you need to use for your account

how many customer service how many people in your in your teamwork you want to add inside your

sand desk so and we just saw just like the very basic part of the sandbags there's a bunch of

integrations there are a bunch of applications that you can use to try to optimize your website

to optimize your customer service there are a lot of app that integration if you want to take a look

by yourselves into the applications of send desks so there you have it guys i'm going to leave you a link down

below in the description guys so you can get your 14 free day trial of this send desk website

and you can start using creating and designing your own customer service and

see if this great tool can fit into your business. So hopefully it was a very useful video for you if you find this video available

Don't forget to like and subscribe to the channel, guys. Thank you so much for watching this video and hopefully guys, I'll see you next time