Zendesk Reporting, AI & Forms
Budget: $25 – $50 USD
I’m looking for a seasoned Zendesk specialist who can sit with me (remote screen-share is fine) for a few focused hours and walk me through three areas:
• Building Explore reports with practical filters. My top priority is learning how to slice Ticket resolution times and Agent performance metrics—plus a custom “time spent per customer” field—by date range and agent name. I want to leave the session with at least one working dashboard and the confidence to duplicate the process on my own. This is not just a report with one filter, but how filters can work together.
• Making the most of Zendesk’s AI chat. I already have the feature enabled; I need guidance on training phrases, intent routing and best-practice configuration so the bot hands off seamlessly to live agents.
• Expanding the ticket submission form. Help me add custom fields, conditional logic and any triggers/macros required to ensure the new data flows straight into the reports we create.
Please confirm you’re comfortable with all three tasks and share a quick example (screenshots, links or portfolio descriptions) of similar Zendesk work you’ve completed. Experience with Zendesk Explore, AI chat setup and form builder is a must. My goal is practical, consultant-style knowledge transfer rather than a long implementation project, so clear explanations and real-time problem solving are key deliverables.
• Building Explore reports with practical filters. My top priority is learning how to slice Ticket resolution times and Agent performance metrics—plus a custom “time spent per customer” field—by date range and agent name. I want to leave the session with at least one working dashboard and the confidence to duplicate the process on my own. This is not just a report with one filter, but how filters can work together.
• Making the most of Zendesk’s AI chat. I already have the feature enabled; I need guidance on training phrases, intent routing and best-practice configuration so the bot hands off seamlessly to live agents.
• Expanding the ticket submission form. Help me add custom fields, conditional logic and any triggers/macros required to ensure the new data flows straight into the reports we create.
Please confirm you’re comfortable with all three tasks and share a quick example (screenshots, links or portfolio descriptions) of similar Zendesk work you’ve completed. Experience with Zendesk Explore, AI chat setup and form builder is a must. My goal is practical, consultant-style knowledge transfer rather than a long implementation project, so clear explanations and real-time problem solving are key deliverables.