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How-to guides

Customer experiences can be complicated, but your customers don’t have to know that. Read our how-to guides for actionable steps and behind-the-scenes tips for building better customer relationships.


Latest stories

Article
2 min read

How software and cloud services companies can scale CX with self-service and intelligent triage

See how top performers in the software and cloud services industry are using self-service and intelligent routing to scale their CX without sacrificing profitability.

Article
6 min read

How to evaluate chatbot performance

How can chatbots be used?  With more than two billion people regularly buying items online across the…

7 min read

How to manage multiple teams effectively

As a result of COVID-19, lots of businesses have had to learn how to manage multiple…

5 min read

Social media strategy—how is it done?

Social media. Everyone uses it, but not everyone does so effectively. Companies with a robust social…

Join 2,000 service leaders at Zendesk Relate 2026

Over three days, you’ll hear from headliner Ali Wong, Emmy-winning comedian known for her witty, authentic storytelling, alongside leaders from Levi’s, ASOS, Canva, Supercell and more. Relate is where service leaders connect, learn and discover new resolutions.

Article
5 min read

What makes a great digital strategy?

Crafting a digital marketing strategy is essential for business success. You must think about more than…

Article
18 min read

What is a go-to-market (GTM) strategy? How to build one in 11 steps

Learn how to use a go-to-market strategy to turn your product concepts into tangible offerings—without chaos or confusion.

Article
6 min read

8 ways to adopt and grow a customer service mindset

How do you ensure that your customer service team understands their role and leads the charge when it comes to driving customer satisfaction and loyalty? The answer: help them adopt a customer service mindset.

Article
7 min read

Chatbots vs. conversational AI: What’s the difference?

Chatbots and conversational AI are often used synonymously—but they shouldn’t be. Understand the differences before determining which technology is best for your customer service experience.

Article
7 min read

Connecting your CX and marketing strategy

There’s more to a brand than its latest advertising campaign and tagline. It’s also how you…

Article
6 min read

How to Keep Customer Data Clean

Your customer data is the key to sales success. It’s how you get in touch with…

Article
9 min read

How to use Facebook Messenger for customer service

Messaging has emerged as one of the most popular support channels. Here’s how (and why) you can use Facebook Messenger for customer service.

Article
5 min read

Styles and methods of conflict management in customer service

Most people try to avoid conflict in their day-to-day lives, but anyone in customer service can…

Article
4 min read

How can technology help provide better customer care?

Customer care is a key part of any business, whatever ‘customer’ means to you. And increasingly…

Article
6 min read

A step-by-step guide to a new CRM integration

Customer relationship management (CRM) integrations can be a time-consuming and costly process if they’re not planned…

Guides and ebooks

Guide to the Zendesk Marketplace

When your agents can deliver a great experience, customers are more likely to do business with you.

Article
10 min read

The ultimate guide to WhatsApp Business

WhatsApp is the most popular chat app in the world and the top messaging app used by companies. Here's your complete guide to WhatsApp Business.

Guides and ebooks
4 min read

How To Work Better And Smarter In Customer Service

To ensure your customers are always happy, your service team needs to be happy too. By…

Article
6 min read

How to invest in the right CX technology for the future of your business

Achieving business success has always been a balancing act. On one hand, it’s about understanding how…

Article
7 min read

Customer service philosophy: how to create one and free template

To consistently provide great service, companies need an actionable customer service philosophy. Here’s how to create one that stands out.

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