Getting started for admins Follow

This article lays out the basic steps you should complete to get started with Zendesk Chat.

Creating a Zendesk Chat account

When you sign up for Zendesk Chat, you get a 14-day free trial of the Premium plan. After the 14 days, you can choose a paid plan or continue to use Chat for free with the Lite plan. For details on the plan options, see Zendesk Chat's pricing page.

To sign up for a Zendesk Chat account, follow the steps in Creating a Zendesk Chat account.

Configuring Chat-Support integration

You can integrate Zendesk Chat with Zendesk Support's ticketing workflow. For setup instructions, see Setting up Zendesk Chat in Support or Setting up Zendesk Support in Chat.

Setting up Chat features

  • Agents and departments: Add chat agents and group them into departments.
  • Triggers: Automatically send or reply to chats when certain conditions are met.
  • Shortcuts: Set up shortcuts so agents can quickly insert common phrases with a few keys.
  • Pre-Chat form: Require visitors to provide select information, like their contact information or the subject of their question.
  • Widget customization: Customize the chat widget to match the look and feel of your company's website.

Adding Chat to your website

Embed the live chat script, available under Settings > Widget, by copying and pasting it into your existing website's HTML. For details, follow the instructions available here.

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