Health Check Form
Let us know how we can help you!
What is yout
first
name?
*
What is your
last
name?
*
What is the name of your Company?
*
What is your corporate email?
*
What is your phone number?
How many employees does your Company have?
*
Please Select
0 - 50 employees
50 - 250 employees
250 - 1000 employees
1000 - 5000 employees
Over 5000 employees
NEXT
PREVIOUS
NEXT
Overview Zendesk
Zendesk Plan
*
Please Select
Suite Team
Suite Growth
Suite Professional
Suite Enterprise
Support Team
Support Professional
Support Enterprise
How many paid licenses do you have?
*
On average, how many tickets do you receive per month?
*
How many brands do you have?
How do you rate your knowledge about Zendesk?
*
Please Select
Beginner
Intermediate
Advanced
PREVIOUS
NEXT
Modules Used
Do you use the
Support
module?
*
Yes
No
Unknown
No, but i would like to use
Do you use the
Guide
module?
*
Yes
No
Unknown
No, but i would like to use
Do you use the
Explore
module?
*
Yes
No
Unknown
No, but i would like to use
Do you use the
Chat
module?
*
Yes
No
Unknown
No, but i would like to use
Do you use the
Talk
module?
*
Yes
No
Unknown
No, but i would like to use
Do you use the
Gather
module?
*
Yes
No
Unknown
No, but i would like to use
Modules Score
PREVIOUS
NEXT
Channels offered to your customers
Do you offer the
E-mail
channel?
*
Yes
No
Unknown
No, but i would like to use
Do you offer the
Help Center + Form Submission
channel?
*
Yes
No
Unknown
No, but i would like to use
Do you offer the
Assynchronous Messages
channel?
*
Yes
No
Unknown
No, but i would like to use
Do you offer the
Live Chat
channel?
*
Yes
No
Unknown
No, but i would like to use
Do you offer the
Social Media Messaging
channel?
*
Yes
No
Unknown
No, but i would like to use
Do you offer the
WhatsApp
channel?
*
Yes
No
Unknown
No, but i would like to use
Do you offer the
Voice
channel?
*
Yes
No
Unknown
No, but i would like to use
Do you offer the
Text
channel?
*
Yes
No
Unknown
No, but i would like to use
Do you offer the
IOS/Google Store reviews
channel?
*
Yes
No
Unknown
No, but i would like to use
Channels Score
PREVIOUS
NEXT
Features
Would your team benefit from
Side Conversations
?
*
Please Select
Yes
No
Do you need to build custom reports to validate your metrics? Pre-built Live Dashboard?
*
Please Select
Yes
No
Use Zendesk Talk? Need to take advantage of Business Hours, Conference calling, IVR, Request Callback, etc.
*
Please Select
Yes
No
Would you benefit from Skill-based routing for agents?
*
Please Select
Yes
No
Need to build custom apps or integrations?
*
Please Select
Yes
No
PREVIOUS
NEXT
Can take advantage of Content Blocks feature?
*
Please Select
Yes
No
Need contextual workspaces for different types of tickets or departments?
*
Please Select
Yes
No
Need to line up tickets for agents to work through, avoiding cherry-picking (guided mode)?
*
Please Select
Yes
No
Need to define customized agent roles and view audit logs?
*
Please Select
Yes
No
Need customized live dashboards for monitoring?
*
Please Select
Yes
No
PREVIOUS
NEXT
Branding
Does your current Zendesk instance setup have:
Avatars in agent profiles?
*
Please Select
Yes
No
Unknown
Signatures in agent profiles?
*
Please Select
Yes
No
Unknown
Brand name to the email template?
*
Please Select
Yes
No
Unknown
Branded Help Center address?
*
Please Select
Yes
No
Unknown
Configured SPF and DNS records to verify your branded emails?
*
Please Select
Yes
No
Unknown
PREVIOUS
NEXT
Workflows & Channels
Does your current Zendesk instance setup have:
Grouping and sorting configuration in Views?
*
Please Select
Yes
No
Unknown
Categorization of tickets by topics?
*
Please Select
Yes
No
Unknown
Priority levels in tickets?
*
Please Select
Yes
No
Unknown
"On hold" ticket status enabled?
*
Please Select
Yes
No
Unknown
Help Center WebWidget for website?
*
Please Select
Yes
No
Unknown
CSAT Surveys activated?
*
Please Select
Yes
No
Unknown
Schedules to track KPIs within business hours activated?
*
Please Select
Yes
No
Unknown
Auto-assign tickets upon solve' setting turned on?
*
Please Select
Yes
No
Unknown
Attachments in emails' turned on?
*
Please Select
Yes
No
Unknown
Automatic Redaction in tickets turned on?
*
Please Select
Yes
No
Unknown
PREVIOUS
NEXT
Triggers & Automations
Does your current Zendesk instance setup have:
A set of triggers to help your agents on their daily tasks?
*
Please Select
Yes
No
Unknown
Automation?
*
Please Select
Yes
No
Unknown
Macros in tickets?
*
Please Select
Yes
No
Unknown
SLAs set up?
*
Please Select
Yes
No
Unknown
Auto-solve Pending tickets to avoid backlogging set up?
*
Please Select
Yes
No
Unknown
Autoclose Solved tickets set up?
*
Please Select
Yes
No
Unknown
Notification to agents/managers about bad CSAT ratings?
*
Please Select
Yes
No
Unknown
PREVIOUS
NEXT
Knowledge Base/Help Center
Does your current Zendesk instance setup have:
Login requirements?
*
Please Select
Yes
No
Unknown
FAQs?
*
Please Select
Yes
No
Unknown
Knowledge base?
*
Please Select
Yes
No
Unknown
Knowledge Capture?
*
Please Select
Yes
No
Unknown
Community?
*
Please Select
Yes
No
Unknown
Browse by category?
*
Please Select
Yes
No
Unknown
List of featured articles in HC search box?
*
Please Select
Yes
No
Unknown
Ways to contact you?
*
Please Select
Yes
No
Unknown
Forms for clients to fill out when submiting a request?
*
Please Select
Yes
No
Unknown
Zendesk bot? (Former Answerbot?)
*
Please Select
Yes
No
Unknown
PREVIOUS
NEXT
KPI’s & Reporting
Does your current Zendesk instance setup have:
A set of reports with data that matters to you?
*
Please Select
Yes
No
Unknown
At least one dashboard with all the relevant data to be displayed?
*
Please Select
Yes
No
Unknown
Time Tracking app installed? (Professional plan and above)
*
Please Select
Yes
No
Unknown
PREVIOUS
NEXT
Do you have any specific needs or pain points that you would like to have resolved?
Transactional / Simple/Repetitive queries clogging queues
High Cost per Ticket Resolution
Low or Declining CSAT / HIgh Customer Churn
High Resolution Time / Inefficient workflows
Difficult to Track and Prioritize
Overwhelmed by business growth/seasonal demands
Inefficient Change Management
Lack of customer profile and historical data
Agents use multiple tools and systems
Can't understand trending issues
Unable to prove ROI and cost is looking unjustifiable
Agents struggle to route tickets
Challenge to collaborate with technical areas
Trouble finding documentation related to resolution
Tell us more details:
Overall Score
SEND
Should be Empty: