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Combined Setup Guide Layout

Your simple
setup guide

We'll walk you through it, step by step

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Set up your account and team
~15 MIN 4 steps
Add team members, configure permissions, and customize your workspace settings.

Steps to Complete:

Add team members and assign roles
Configure user permissions and access levels
Customize your workspace name and branding
Set up department groups (if needed)
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Watch Training Videos (2)
Account Setup
Account Setup Walkthrough
5:23
Team Permissions
Managing Team Permissions
3:45
Channels Icon
Connect your support channels
~20 MIN 4 steps
Link your email, chat, phone, and social media channels. We'll guide you through each one.

Steps to Complete:

Connect your support email address
Set up live chat widget (optional)
Configure phone support (if applicable)
Link social media accounts (Twitter, Facebook)
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Watch Training Videos (2)
Email Setup
Email Channel Setup
6:12
Chat Widget
Chat Widget Installation
4:30
Article Icon
Create your first Help Center article
~10 MIN 4 steps
Share one FAQ or guide. You can add more anytime—start small!

Steps to Complete:

Choose a common customer question
Write a clear, helpful answer
Add screenshots or links (optional)
Publish your article
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Watch Training Videos (2)
Help Center
Help Center Basics
7:45
KB Articles
Writing Great KB Articles
5:20
Automation Icon
Set up one simple automation
~15 MIN 4 steps
Auto-assign tickets or send welcome messages. Start small—you can add more later.

Steps to Complete:

Choose an automation type (auto-assign or auto-reply)
Define trigger conditions (e.g., when ticket created)
Set up the action (assign to team or send message)
Test your automation
Videos Icon
Watch Training Videos (2)
Automation
Automation 101
8:15
Recipes
Common Automation Recipes
6:30
Tickets Icon
Handle your first tickets
~30 MIN 5 steps
You're ready! Respond to customers and track what's working.

Steps to Complete:

Review incoming tickets in your queue
Respond to 2-3 customer requests
Use macros or saved replies (if created)
Mark tickets as solved when complete
Check your response metrics
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Watch Training Videos (2)
Ticket Management
Ticket Management Basics
9:00
Best Practices
Best Practices for Responses
5:45
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Join conversations, ask questions, and share solutions

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Startups FAQ - Branded

Frequently asked questions

Everything you need to know about the Startups Program

What's included in the Zendesk for Startups Program?

Our program includes access to 6 months of the Zendesk Suite Professional Plan, with up to 50 agents per startup and a wide range of features such as Copilot, AI Agents, App Builder, and more.

Our program also includes exclusive access to a number of partner discounts. Please note that each vendor has its own criteria for perk redemption, which may differ from the qualification for your Zendesk trial.

For select partner-referred startups, the details of your product trial may differ. If you qualify, your investor will share relevant details on how to access your enhanced trial.

Where do I get help?

We have a few ways to help you get up and running quickly:

  • Every startup customer has been assigned an account executive who will be able to discuss your trial and connect you to further experts as needed. Look for your account executive's name and booking link in your onboarding emails and schedule a call.
  • For live help from Zendesk experts, join our ongoing Customer Success office hours and webinars where we share best practices and answer common product questions from customers.
  • Drop a question in the Discussion Forum, and a Zendesk community manager or champion will be able to respond or direct you to the appropriate resource.

Who qualifies for the Zendesk for Startups Program?

Program requirements are as follows:

  • Must be a brand new Zendesk subscriber (previous or active paid customers may not participate)
  • Must have fewer than 250 employees (if 50+ employees, must be a partner-referred startup)
  • Raised no more than Series B in funding (bootstrapped is Ok)
  • Must be a tech platform or tech-enabled
  • Company must be under 10 years old

How do I know if I am approved for the program?

Once you have applied, Zendesk will reach out to you via email updating you on the status of your application and next steps.

You may be provisioned a standard trial account to begin testing out the platform while the Startups Team evaluates you for the full trial offer (6 months or more).

I have an active Zendesk account already. What should I do?

If you are already on a paid subscription, you no longer qualify for the free trial offer.

If you are currently in the standard 14-day trial and have not yet signed up for a paid plan, apply with your company details to see if you qualify for the program.

What if I need more than what is offered in the trial?

Please contact your account executive who will be able to support you on all questions pertaining to product expansion needs (automated resolutions, agents, other features).

Where do I go if I have a technical issue with the product?

Please contact your account executive who will be able to support you on all questions pertaining to your account, and connect you to a Product or Technical Specialist as needed.

For topics that could benefit the wider community, feel free to start a thread in the Discussion Forum.

What happens when my trial ends?

Your account executive will reach out prior to your graduation date to discuss options based on your company needs and trial experience.

In some cases they may be able to offer exclusive promotions for your new contract.

Can I promote my own startup services within the hub?

We love seeing our members share their expertise! If a community member raises a challenge where your product offers a genuine solution, you are welcome to mention it—provided you disclose your affiliation.

However, to ensure the hub remains a space for high-quality discussion, standalone "pitch" posts or unsolicited advertisements are not permitted.

Can I access the community once my trial ends?

Yes! If you graduate from the Startups Program, you can remain a member of this community and we encourage you to continue engaging with startups who are on a similar journey.


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