Begin your journey with our dedicated onboarding experts

Zoho Desk's onboarding specialists work with you hands-on: configuring your channels, structuring your teams, and making sure you're ready to deliver great support from the very first day.

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What onboarding actually covers

Our specialists don't just show you around—they work with you to build a help desk that fits how your team actually operates. By the end, you'll have your support channels live, your teams structured, and a clear process for handling customer queries from day one.

SESSIONTOPICSFEATURES COVERED
DAY 1Foundations and getting started with ticket handling
  1. Basic Desk overview + modules and navigation
  2. Roles and Profiles + Data sharing
  3. Channels and Setup
  4. Creating Departments and/or Teams as required
  5. Working with tickets and ticket actions (views, filters, moving, assigning, etc.)
DAY 2Customisation and Automation
  1. Layouts and fields customisation
  2. Configuring customer happiness ratings
  3. Setting up working hours and understanding escalation rules
  4. Customising email templates
  5. Workflows, Assignment Rules and Supervise Rules
DAY 3Self Service, Knowledge Base, and Blueprint
  1. Personalisation and setup of Help Center
  2. Adding articles to KB + visibility permissions
  3. IM channel setup
  4. Blueprint
  5. ASAP
DAY 4Reporting and Integrations
  1. Default reports and dashboards
  2. Creating custom reports
  3. Popular integrations with other Zoho Apps
  4. Q/A

Note: Based on your subscription, you may be eligible for up to four sessions within a 15-day period. Please choose the days that work best for you when scheduling them.

Launch in 360

  • Product assistance during weekday business hours
  • Multichannel support options: email, toll-free calls, and chat
  • Book your 90-minute onboarding sessions one at a time, or reserve the full four-session track instantly.
  • Access to developer guides, articles, videos, webinars, and other on-demand resources for setting up, customizing, and adopting best practices for Desk

How the onboarding process works

  • Book onboarding sessions

    Based on your plan, you may qualify for up to four complimentary onboarding sessions. Simply use the calendar link sent to your inbox to reserve a single session or lock in all four at once—whatever works best for your team.

    01
  • Join a live setup session

    Once booked, a Zoho Desk onboarding specialist will send you a meeting link ahead of your session. They'll guide you hands-on through the features most relevant to your support workflow, so your team hits the ground running.

    02
  • Get additional help

    If your team needs deeper guidance beyond the included sessions, reach out to us at support@zohodesk.com. We'll work with you to find the right support options to get the most out of Zoho Desk.

    03

A little about Zoho Desk's onboarding specialists

Your onboarding specialist will walk you through your Zoho Desk account so you can get up to speed quickly, understand the interface, and start delivering great customer support from day one. Here's what they'll cover:

FAQs

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Will the onboarding specialist implement Zoho Desk for our business?

Your onboarding specialist will guide you through setup, configuration, and best practices to tailor Zoho Desk to your support team's needs. However, any direct changes to your account will need to be made by you.

What can I expect by the end of the onboarding period?

By the end of your sessions, your team will be comfortable navigating Zoho Desk's interface and fully equipped to handle administrative setup, customization, and day-to-day support operations with confidence.

Once my onboarding period ends, will I stop receiving support from Zoho?

No; After your onboarding concludes, you'll still have full access to the Zoho Desk Customer Support team via email, chat, and toll-free calls whenever you need help. The only change is that dedicated onboarding sessions will no longer be available. If your team requires further training down the line, simply reach out to us at support@zohodesk.com and we'll point you in the right direction.

What if I need hands-on assistance with my Zoho Desk account?

We offer tailored implementation support through our trusted partner network. If you need more direct, hands-on help, simply write to us at support@zohodesk.com and we'll recommend the best option for your team.

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