Configuration Review (Views, Triggers, Automations)
Channel Setup Evaluation (Email, Chat, Voice, Social)
Chatbot & AI Flow Analysis
Agent Workspace & Roles Optimization
Group, Brand, & Ticket Form Assessment
Help Center Structure & Branding Review
Reporting & Dashboard Effectiveness
App Integrations & API Use
Admin & Agent Best Practice Coaching
Scalability & Workflow Efficiency Recommendations
…and more, depending on your use case and tech stack!
We begin with a deep dive into your Zendesk instance, assessing system performance, configuration details, and workflow design while measuring how effectively each element supports your business strategy and customer experience goals.
You’ll receive a thorough audit containing insights into strengths and weaknesses, along with clear, prioritized recommendations designed to drive measurable improvements. This gives your team a practical roadmap for both quick wins and long-term success.
Whether you’d like us to handle every change directly or guide your admins step by step, we’ll design a clear, customized roadmap supported by expert recommendations to keep your Zendesk setup efficient and aligned.
Once improvements are in place, we stick around to ensure long-term success. We’ll provide optional monthly reviews, ad-hoc support, and proactive recommendations to keep Zendesk aligned as your business evolves.
Contact us and figure out what’s best for your team