01
Implementation & Omnichannel Architecture
New environments designed from the customer journey
backwards, covering channels, teams, ownership,
permissions, routing and the support experience.
Email
Messaging
Live Chat
Voice
Social
Help Center
Sunshine Conversations
Multi-brand
02
Agent Experience & Platform Optimization
Existing environments redesigned to remove friction,
expose the right information and make day-to-day
support work easier to understand and maintain.
Agent Workspace
Ticket Views
Macros
Ticket Forms
Custom Fields
Organizations
Roles
Permissions
03
Routing, Automation & Workflow Architecture
Business logic built around ownership,
urgency, service commitments and operational capacity,
without creating a maze of competing rules.
Omnichannel Routing
Skills
Capacity
SLAs
Triggers
Automations
Escalations
Queues
04
AI Agents, Advanced AI & Copilot
Customer-facing AI and agent-side intelligence
designed around what should be automated,
what should remain controlled and when a human
needs to take over.
AI Agents
Advanced AI
Copilot
Dialogues
Procedures
Intent
Knowledge
Escalation
05
Custom Apps & Support Solutions
When native configuration stops being enough,
custom applications bring operational context,
actions and structured workflows directly into Zendesk.
ZAF
App Builder
Sidebar Apps
Custom Objects
Agent Tools
Ticket Context
Role Logic
06
APIs, Integrations & Action Flows
Zendesk connected to the systems around it,
with validation, synchronization and recovery
designed into the workflow rather than added later.
REST APIs
Webhooks
Action Flows
Event Processing
Two-way Sync
Custom Actions
Data Validation
07
Reporting, Analytics & Data Architecture
Reporting designed into the platform from the start,
with cleaner operational data and dashboards that
answer actual business questions.
Explore
Dashboards
Custom Metrics
CSAT
Talk Reporting
Data Recovery
Reconciliation
WFM
08
Knowledge, Help Center & Self-Service
Knowledge structured for customers, agents and AI,
with appropriate visibility, navigation and
self-service journeys.
Zendesk Guide
Knowledge
User Segments
Help Center
Community
AI Retrieval
Customer Forms
09
Security, Governance & Platform Change
Changes planned around permissions,
dependencies and downstream impact,
with testing before production rollout.
Roles
Permissions
SSO
Sandbox
Audits
Change Control
Testing
10
Architecture, Troubleshooting & Solution Design
Complex platform issues traced across configuration,
integrations and external systems until the actual
source of the problem is understood and resolved.
Architecture Audits
Root Cause Analysis
Redesign
Migration
Platform Strategy
Technical Discovery