Resources for Zendesk Copilot

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<p id="docs-hc-snippet" style="display: none;">We've gathered the most helpful resources to help you quickly get started with Zendesk Copilot and begin seeing value immediately. Join our customers who are saving around 45 seconds per ticket and seeing a 10% increase in agent productivity.</p>
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<strong>Add-on</strong>
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<td>Copilot</td>
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<p class="p">We've gathered the most helpful resources to help you quickly get started with Zendesk
Copilot and begin seeing value immediately. Join our customers who are saving around 45
seconds per ticket and seeing a 10% increase in agent productivity.</p>
<p class="p"><iframe allowfullscreen="true" controls="controls" height="225" src="https://www.youtube.com/embed/IeR3ujjNC3M" width="400"></iframe></p>
<p class="p"><em class="ph i">Meet Zendesk Copilot (5:05)</em></p>
<p class="p">This article contains the following sections:</p>
<ul class="ul" id="topic_copilot_resources__ul_toc">
<li class="li"><a class="xref" href="#topic_preparing">Preparing to use Copilot</a></li>
<li class="li"><a class="xref" href="#topic_getting_started">Getting started</a></li>
<li class="li"><a class="xref" href="#topic_best_practices">Tips for achieving service excellence</a></li>
<li class="li"><a class="xref" href="#topic_data_driven">Making data-driven decisions</a></li>
<li class="li"><a class="xref" href="#topic_help">Need more help?</a></li>
</ul>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_preparing">
<h2 class="title topictitle2" id="ariaid-title2">Preparing to use Copilot</h2>
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<p class="p">Get familiar with Copilot capabilities, what they enable teams to do, and how they
can help you achieve your operational goals.</p>
<ul class="ul" id="topic_preparing__ul_preparing">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5608652527386" target="_blank">Getting started with AI features in the
Zendesk Copilot add-on</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5524125586330" target="_blank">About Zendesk Copilot</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6059285322522" target="_blank">List of generative AI features in
Zendesk</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5729714731290" target="_blank">Zendesk AI Data Use Information</a></li>
</ul>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_getting_started">
<h2 class="title topictitle2" id="ariaid-title3">Getting started</h2>
<div class="body">
<p class="p">Turn on Copilot, plug it into your workflows, and enhance your reporting with
meaningful insights to identify areas of opportunity. Educate your teams on how to
leverage these powerful, easy-to-use features for faster, more personalized
service.</p>
<ul class="ul" id="topic_getting_started__ul_getting_started">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7908817636378" target="_blank">About agent copilot</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8014386337050" target="_blank">Migrating to the new agent copilot
experience</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7051314237466" target="_blank">Using auto assist to help agents solve
tickets</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8013454025114" target="_blank">Turning on and configuring auto
assist</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7924047699738" target="_blank">Creating and managing procedures for auto
assist</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8013439366810" target="_blank">Creating and managing actions for auto
assist</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7041677653914" target="_blank">Using AI to generate a first reply in a
ticket</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8037936748570" target="_blank">Turning on suggested first
replies</a></li>
<li class="li"><a class="xref" href="https://www.youtube.com/watch?v=F1NeMYHGiWs" target="_blank">Video: Getting started with intelligent
triage</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4964463770650" target="_blank">About intelligent triage</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4550640560538" target="_blank">Automatically classifying tickets with
intelligent triage</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4973607684506" target="_blank">Choosing a routing method for automatically
triaged tickets</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4662504732954" target="_blank">Creating views for automatically triaged
tickets</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5608712782362" target="_blank">Enhancing ticket comments using generative
AI</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6948495103002" target="_blank">Turning on enhance writing</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8037649972634" target="_blank">Summarizing ticket comments using generative
AI</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8037565521946" target="_blank">Turning on ticket
summarization</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4685355428250" target="_blank">Viewing intelligent triage classifications
in tickets</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5217191091354" target="_blank">Creating macros from macro
suggestions</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6942763726106" target="_blank">Using quick answers for generative search
in tickets</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6154115110170" target="_blank">Finding tickets similar to the current
ticket</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8036381366426" target="_blank">Turning on similar tickets</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6885971957914" target="_blank">Merging related tickets based on
suggestions</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8044075423514" target="_blank">Turning on merging suggestions</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6170157307162" target="_blank">Using generative AI to create call
summaries on tickets</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_best_practices">
<h2 class="title topictitle2" id="ariaid-title4">Tips for achieving service excellence</h2>
<div class="body">
<p class="p">Check out these helpful best practices to ensure everyone in your organization is
operating at their highest level.</p>
<ul class="ul" id="topic_best_practices__ul_best_practices">
<li class="li"><a class="xref" href="https://www.youtube.com/watch?v=L7sCi2nktpU" target="_blank">Video: Achieving service excellence with Advanced
AI</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6813078713370" target="_blank">Best practices for boosting agent
productivity with AI features</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5559252714522" target="_blank">Best practices for using Zendesk AI in your
industry</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7719560079642" target="_blank">Workflow recipe: Canceling and refunding a
Shopify order with auto assist</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5222280338202" target="_blank">Intelligent triage use cases and
workflows</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6353620565530" target="_blank">Using intelligent triage to identify and
act on ticket escalations</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6191477770906" target="_blank">Recipe: Adding comments and notes to
tickets using triggers</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_data_driven">
<h2 class="title topictitle2" id="ariaid-title5">Making data-driven decisions</h2>
<div class="body">
<p class="p">Use analytics to keep improving at every step by pinpointing where to optimize and
inform your operations for best-in-class service.</p>
<ul class="ul" id="topic_data_driven__ul_data_driven">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7739110419610" target="_blank">Explore recipe: Reporting on the auto
assist feature of agent copilot</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8037982400794" target="_blank">Explore recipe: Reporting on suggested
first replies</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5201262314266" target="_blank">Analyzing intelligent triage
classifications</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9308442693786" target="_blank">Analyzing your agents' use of generative
AI</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4550620559258" target="_blank">Explore recipe: Intelligent triage
classifications and confidence</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4550629802650" target="_blank">Explore recipe: Intelligent triage changes
to topic</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5429030095258" target="_blank">Explore recipe: Comparing intelligent
triage topic classifications with a custom About field</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6057901412378" target="_blank">Explore recipe: Breakdown of CSAT by
customer sentiment</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_help">
<h2 class="title topictitle2" id="ariaid-title6">Need more help?</h2>
<div class="body">
<ul class="ul" id="topic_help__ul_help">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408843597850" target="_blank">Contact Customer Support</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/community/topics" target="_blank">Join the community</a></li>
</ul>
</div>
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