Zendesk Suite trial: Using AI to automatically set up your Zendesk account

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<p id="docs-hc-snippet" style="display: none;">The Zendesk Suite trial provides an AI-driven setup wizard to help you automatically set up your account. The setup wizard leverages information from your corporate website to customize your account, minimizing the time required to get you up and running.</p>
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<p id="docs-ai-summary-content">Discover how AI agents can automate customer support by resolving common questions across channels. Use the setup wizard to train the AI agent with your knowledge base and personalize its interaction style. Test the AI agent via email or messaging to see it in action.</p>
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<p class="p" dir="ltr">The Zendesk Suite trial provides an AI-driven setup wizard to help you
automatically set up your account. The setup wizard leverages information from your corporate
website to customize your account, minimizing the time required to get you up and running. </p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="topic-1__ul_mct_b21_bhb">
<li class="li"><a class="xref" href="#topic_qd2_34d_xjc">Creating your Zendesk trial account</a></li>
<li class="li"><a class="xref" href="#topic_n1r_dpd_xjc">Starting the automatic setup</a></li>
<li class="li"><a class="xref" href="#topic_spt_rqd_xjc">About your automatic setup</a></li>
<li class="li"><a class="xref" href="#topic_qwl_s5d_xjc">Additional setup tasks</a></li>
<li class="li"><a class="xref" href="#topic_fcm_cxd_xjc">Launch the AI agent</a></li>
</ul>
<p class="p"><strong class="ph b">Related articles</strong></p>
<ul class="ul" id="topic-1__ul_gbw_ttq_xjc">
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408839376154" target="_blank">Evaluating your Zendesk Suite trial</a></li>
<li class="li" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828690074" target="_blank">Buying Zendesk Suite</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_qd2_34d_xjc">
<h2 class="title topictitle2" id="ariaid-title2">Creating your Zendesk trial account</h2>
<div class="body">
<p class="p">Automatic setup starts when you sign up for a free Zendesk trial. </p>
<p class="p"><strong class="ph b">To create your Zendesk trial account</strong></p>
<ol class="ol" id="topic_qd2_34d_xjc__ol_wpl_n4d_xjc">
<li class="li">Open <a class="xref" href="https://www.zendesk.com/?_gl=1*t29ydx*_ga*MTU4ODc5ODUyMC4xNzA5NzQ1MDI2*_ga_0G6FC9CS2V*czE3NTg2NDMyODUkbzEwODgkZzEkdDE3NTg2NDYxNzckajU2JGwwJGgw" target="_blank">Zendesk home</a> and select <strong class="ph b">Try for free</strong>.<p class="p" dir="ltr">You can also start a trial by selecting <strong class="ph b">Free trial</strong> on the <a class="xref" href="https://www.zendesk.com/pricing/?_gl=1*1x70rz8*_ga*MTU4ODc5ODUyMC4xNzA5NzQ1MDI2*_ga_0G6FC9CS2V*czE3NTg2NDMyODUkbzEwODgkZzEkdDE3NTg2NDYxNzckajU2JGwwJGgw" target="_blank">Zendesk pricing page</a>.</p>
</li>
<li class="li">Enter your work email address and click<strong class="ph b"> Get started</strong>. <p class="p" dir="ltr">Zendesk will
ask you a series of questions about your company and ask you to create a password for
your new account. </p>
<p class="p"><img class="image img-screenshot" id="topic_qd2_34d_xjc__image_fkf_4xj_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_questions.png" width="600"></p>
<p class="p">When you’ve
finished answering the questions, Zendesk will send you an email to verify your account.
</p>
<p class="p"><img class="image img-screenshot" id="topic_qd2_34d_xjc__image_pdq_z4d_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_verify_email.png" width="300"></p>
</li>
<li class="li">Open the email and click <strong class="ph b">Verify your account</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_n1r_dpd_xjc">
<h2 class="title topictitle2" id="ariaid-title3">Starting the automatic setup</h2>
<div class="body">
<p class="p">After you verify your trial account, automatic setup guides you through setup steps for
your account. </p>
<p class="p"><strong class="ph b">To start the automatic setup</strong></p>
<ol class="ol" id="topic_n1r_dpd_xjc__ol_orm_spd_xjc">
<li class="li">Enter your corporate website and click <strong class="ph b">Next</strong>.<p class="p"><img class="image img-screenshot" id="topic_n1r_dpd_xjc__image_uk3_5pd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_enter_website.png" width="600"></p>
<div class="note note">
<span class="notetitle">Note:</span> The
illustrations and examples in this article show automatic setup for a popular corporate
website, but your automatic setup will be customized specifically for your site.
</div>
<p class="p">As your automatic setup is progressing, you’ll see status messages about the
work being done</p>
<p class="p"><img class="image img-screenshot" id="topic_n1r_dpd_xjc__image_o5z_zpd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_setup_progress.png" width="400"></p>
<p class="p">After a few
minutes, your account will be set up.</p>
<p class="p"><img class="image img-screenshot" id="topic_n1r_dpd_xjc__image_b5w_hqd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_automated_setup_done.png" width="600"></p>
</li>
<li class="li">Click each feature listed to learn more about your setup. <p class="p">See <a class="xref" href="#topic_spt_rqd_xjc">About your automatic setup</a>.</p>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_spt_rqd_xjc">
<h2 class="title topictitle2" id="ariaid-title4">About your automatic setup</h2>
<div class="body">
<p class="p">Automated setup creates these features in your trial account:</p>
<ul class="ul" id="topic_spt_rqd_xjc__ul_zch_brd_xjc">
<li class="li"><a class="xref" href="#topic_f4d_2rd_xjc">An AI agent</a></li>
<li class="li"><a class="xref" href="#topic_lzy_4rd_xjc">Custom ticket views</a></li>
<li class="li"><a class="xref" href="#topic_eqh_jsd_xjc">Custom ticket fields</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_f4d_2rd_xjc">
<h3 class="title topictitle3" id="ariaid-title5">The AI agent</h3>
<div class="body">
<p class="p" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8966284087066" target="_blank">AI agents</a> are AI-powered bots that automate and
resolve your customers’ issues across service channels. AI agents enable you to move
toward greater automation and efficiency.</p>
<p class="p" dir="ltr">The AI agent created during your trial setup references information from your
website to automatically reply to customer requests. You can try out the agent by asking
it questions similar to the types of questions your customers might ask.</p>
<p class="p"><img class="image img-screenshot" id="topic_f4d_2rd_xjc__image_h1f_jrd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_ai_agent_question.png" width="600"></p>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_lzy_4rd_xjc">
<h3 class="title topictitle3" id="ariaid-title6">Custom ticket views</h3>
<div class="body">
<p class="p" dir="ltr">Views are a way to organize your tickets by grouping them into lists based on
certain criteria. For example, you can create a view for unsolved tickets that are
assigned to you, a view for new tickets that need to be triaged, or a view for pending
tickets that are awaiting response. Views help you determine what tickets need attention
from you or your team and plan accordingly.</p>
<p class="p" dir="ltr">In addition to the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408829483930#topic_gnx_2tm_vt" target="_blank">standard views</a> included in your Zendesk trial,
automatic setup creates <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408888828570" target="_blank">custom views</a> for you based on information from your website. For
example, it might create a view for tickets related to product refunds, insurance
questions, and so on. </p>
<p class="p"><img class="image img-screenshot" id="topic_lzy_4rd_xjc__image_hgt_rrd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_custom_views.png" width="600"></p>
<p class="p">You can make changes to these views to further customize your account. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832792986" target="_blank">Managing your views</a>.</p>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_eqh_jsd_xjc">
<h3 class="title topictitle3" id="ariaid-title7">Custom ticket fields</h3>
<div class="body">
<p class="p" dir="ltr">Typically, when customers submit support requests, they provide the subject and
description of their question or support issue in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408886739098" target="_blank">standard ticket fields</a>. They may also be prompted to provide
additional data such as a product type or model number using <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408883152794" target="_blank">custom ticket fields</a>.</p>
<p class="p" dir="ltr">In addition to the standard ticket fields included in your Zendesk trial,
automatic setup creates custom ticket fields for you based on information from your
website. You can use these custom ticket fields to gather more information about your
customer’s support issues. </p>
<p class="p"><img class="image img-screenshot" id="topic_eqh_jsd_xjc__image_uq1_msd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_custom_fields.png" width="500"></p>
<p class="p">You can make changes to these ticket fields to further customize your account. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828883738" target="_blank">Editing and managing your ticket fields</a>.</p>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested1" id="topic_hmn_ssd_xjc">
<h2 class="title topictitle2" id="ariaid-title8">Exploring your trial</h2>
<div class="body">
<p class="p" dir="ltr">Now that you’re familiar with the features added to your trial, you’re ready to
explore. </p>
<ol class="ol" id="topic_hmn_ssd_xjc__ol_w4t_htd_xjc">
<li class="li">Click <strong class="ph b">Explore your trial</strong> at the bottom of the automatic setup page.<p class="p" dir="ltr">The <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5064623131418" target="_blank">Agent Home</a> page in your trial account appears.
</p>
<p class="p" dir="ltr">Agent Home shows agents their work, including tickets and ticket
updates for email and messaging conversations. You'll see tickets assigned to you on
Agent Home.</p>
<p class="p" dir="ltr">Agent Home in your trial shows a sample <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408881925786" target="_blank">ticket</a> that was created as part of automatic setup.
</p>
<p class="p"><img class="image img-screenshot" id="topic_hmn_ssd_xjc__image_u2v_ltd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_sample_ticket_closed.png" width="600"></p>
</li>
<li class="li">Click the ticket to open it. <p class="p" dir="ltr">Looking at the ticket you can see: </p>
<ul class="ul" id="topic_hmn_ssd_xjc__ul_m1w_qtd_xjc">
<li class="li" dir="ltr">Sample content similar to what you might receive from a customer. </li>
<li class="li" dir="ltr">An automatic response sent to the customer by the AI agent. </li>
<li class="li" dir="ltr">Custom ticket fields you can use to provide relevant information.</li>
<li class="li">A suggestion from the AI agent that you can use to reply to the customer's
question.</li>
</ul>
<p class="p"><img class="image img-screenshot" id="topic_hmn_ssd_xjc__image_hpl_std_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_sample_ticket_open_annotated2.png" width="600"></p>
<p class="p">In addition to
the sample ticket, you’ll see a notification to try out the AI agent. </p>
<p class="p"><img class="image img-screenshot" id="topic_hmn_ssd_xjc__image_gc3_ztd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_ai_agent_ready.png" width="300"></p>
</li>
<li class="li">Click <strong class="ph b">Ask a question</strong>. <p class="p">A sample web page opens. Use this sample web page to see
how customers can submit requests and interact with your AI agent. </p>
<p class="p"><img class="image img-screenshot" id="topic_hmn_ssd_xjc__image_imr_n5d_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_sample_web_page.png" width="600"></p>
</li>
<li class="li">Use this page to test the AI agent and see how it’s working. </li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested1" id="topic_qwl_s5d_xjc">
<h2 class="title topictitle2" id="ariaid-title9">Additional setup tasks</h2>
<div class="body">
<p class="p">To follow your automatic setup, there are some additional tasks you can do for your
account.</p>
<ul class="ul" id="topic_qwl_s5d_xjc__ul_jnz_w5d_xjc">
<li class="li">To start an additional task, click <strong class="ph b">Start</strong> next to the task you want to complete.
<p class="p"><img class="image img-screenshot" id="topic_qwl_s5d_xjc__image_i2v_y5d_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_additional_tasks.png" width="200"></p>
<p class="p">See the topics
in this section for a brief description of each setup task. Follow the onscreen
instructions to complete each task</p>
</li>
</ul>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested2" id="topic_p5s_dvd_xjc">
<h3 class="title topictitle3" id="ariaid-title10">Invite team members</h3>
<div class="body">
<p class="p" dir="ltr">This task shows you how you can invite other members of your team to the trial.
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408886939930" target="_blank">Team members</a> can include <em class="ph i">admins</em> to manage your account
and <em class="ph i">agents</em> to work with tickets. You can add up to four additional team members to
a trial. </p>
<p class="p"><img class="image img-screenshot" id="topic_p5s_dvd_xjc__image_ctq_gvd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_invite_team_members.png" width="500"></p>
</div>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested2" id="topic_tk4_jvd_xjc">
<h3 class="title topictitle3" id="ariaid-title11">Customize the AI agent with a name and tone of voice</h3>
<div class="body">
<p class="p" dir="ltr">You can customize your AI agent by giving the AI agent a name and picking a
conversation style. These elements set the tone for how you want to connect with
customers. For more information, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8753435048474#topic_mn5_1wd_f2c" target="_blank">Configuring an AI agent persona</a>. </p>
<p class="p"><img class="image img-screenshot" id="topic_tk4_jvd_xjc__image_qqk_qvd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_ai_agent_personality.png" width="400"></p>
</div>
</div>
<div aria-labelledby="ariaid-title12" class="topic nested2" id="topic_t1m_wvd_xjc">
<h3 class="title topictitle3" id="ariaid-title12">Test the AI agent</h3>
<div class="body">
<p class="p">You can test the AI agent by sending a question by email or typing into a chat widget.
You can try several variations of the question to see how it works. For more information,
see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408835784602" target="_blank">Testing an AI agent.</a></p>
<p class="p"><img class="image img-screenshot" id="topic_t1m_wvd_xjc__image_ilj_zvd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_ai_agent_test_links.png" width="600"></p>
</div>
</div>
<div aria-labelledby="ariaid-title13" class="topic nested2" id="topic_qcw_cwd_xjc">
<h3 class="title topictitle3" id="ariaid-title13">Expand your knowledge base</h3>
<div class="body">
<p class="p">Automatic setup creates customized knowledge articles for <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408846795674" target="_blank">your help center</a> based on information from your website. These
generated articles provide source material for both your AI agent’s answers and your
self-service help center. You can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9185667124506" target="_blank">edit</a> and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408839258778#topic_ngr_25x_cfc" target="_blank">publish</a> these articles or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828230554" target="_blank">add more articles</a> to improve expertise and accuracy. </p>
<p class="p"><img class="image img-screenshot" id="topic_qcw_cwd_xjc__image_tqm_3wd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_knowledge_articles.png" width="600"></p>
</div>
</div>
<div aria-labelledby="ariaid-title14" class="topic nested2" id="topic_qfp_lwd_xjc">
<h3 class="title topictitle3" id="ariaid-title14">Connect email</h3>
<div class="body">
<p class="p">The final setup task is to connect your support email to start receiving support requests
from your customers. There are multiple ways to connect your support email, depending on
your preferences and your email provider. </p>
<p class="p" dir="ltr">You can:</p>
<ul class="ul" id="topic_qfp_lwd_xjc__ul_sln_qwd_xjc">
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408835030426" target="_blank">Connect with Gmail</a>.</li>
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8994395472922-Connecting-your-Microsoft-Exchange-account-to-Zendesk" target="_blank">Connect with Microsoft Exchange</a>. </li>
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408886828698" target="_blank">Connect with email forwarding</a>. </li>
<li class="li" dir="ltr">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408842868506" target="_blank">Connect with a Zendesk email account</a>. </li>
</ul>
<p class="p"><img class="image img-screenshot" id="topic_qfp_lwd_xjc__image_j3b_twd_xjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/trial_email_setup.png" width="400"></p>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title15" class="topic nested1" id="topic_fcm_cxd_xjc">
<h2 class="title topictitle2" id="ariaid-title15">Launch the AI agent</h2>
<div class="body">
<p class="p">Congratulations! After you complete the additional setup tasks, you’re ready to launch the
AI agent and start replying to customer requests. To purchase your Zendesk Suite trial, see
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828690074" target="_blank">Buying Zendesk Suite</a>.</p>
</div>
</div>
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