Zendesk services · Audit first

Free Zendesk audit. Then we build the support operation it should be.

We audit your Zendesk setup against your real ticket data at no cost and show you exactly what is driving up handle times, missing deflection, and burning agent hours on work a trigger or macro could own. If you want it fixed, we scope a fixed-price engagement: full implementation, automation, help center, and integrations with the rest of your stack.

No credit card 24h reply with findings Built on your real ticket data
Sample audit snapshot: what arrives free
Tickets handled manually with no automation 63%
Missing macros for top repeat request types 14
Triggers firing on wrong conditions 7
First response time above SLA target 34%
Deflectable tickets with no help center article 820+
Triggers and automations Macros and SLAs Help center and knowledge base AI deflection CRM and stack integrations
Why we start with a free audit

Most Zendesk instances are set up once and never revisited.

The default out-of-the-box setup handles the basics, but it does not know your product, your team structure, or the questions your customers actually ask. So tickets pile up in a single group, agents copy and paste the same replies, SLA timers fire on the wrong conditions, and nobody knows what the deflection rate should be because nobody measured it to begin with.

We flipped it. The audit comes first and it comes free, built on your real data: your ticket volume by type, your current trigger and automation logic, your help center coverage, and the integrations connecting Zendesk to the rest of your stack. You see the findings and the hours each fix is worth before any money changes hands. If the setup is already solid, we will tell you, and you owe nothing.

8/10
Instances we audit are missing macros for their top five repeat request types. That is solvable in days and immediately frees agent time for the conversations that actually need a human.
How it works

Four steps. The audit lands in a week.

No procurement loop, no open-ended retainer, no day-rate negotiation. The whole front end runs on one form and one call.

1

Tell us your instance

Work email and read-only access to your Zendesk instance. We need enough to pull ticket volume, current triggers, automations, and help center structure. That is the whole request.

~60 seconds
2

We audit your setup

We review your trigger and automation logic, macro coverage against your top ticket types, SLA configuration, routing rules, help center gaps, and how Zendesk connects to your CRM and other tools.

A few days
3

Findings call

A short call to walk through what we found, the hours each fix saves per month, and the order we would tackle them in. You keep the audit report either way.

30 minutes
4

Scope and build

If you want it done, we scope a fixed engagement: automation sprints, help center build, integrations, and any migration work. You see the price before you commit.

Same week
What we build with Zendesk

Three areas, worked in the right order.

The automation layer decides how fast tickets move. The knowledge layer decides how many reach an agent at all. The integration layer decides whether agents have the context they need. Neglect one and the other two underperform.

Automation and routing

Triggers, automations, macros, SLA policies, ticket groups, routing by skill and topic, escalation paths, and business hours configuration. We map your real ticket taxonomy first, then build automation that matches it, so the rules work with your actual workflow rather than against it.

Help center and AI deflection

Knowledge base architecture, article templates, content migration from existing docs, Guide theme setup, and AI agent assist configuration so Zendesk surfaces the right article before an agent types the same answer for the hundredth time. Pair with our AI Support Agent service for a fully automated first line.

Integrations and Sunshine

Native app connections to Salesforce, HubSpot, Slack, Jira, and Stripe. Custom API integrations for anything else in your stack. Sunshine custom objects to model your product data directly in Zendesk, so agents see the full customer context without switching tabs.

Want the depth? Every one of these is broken down, with methodology and configuration examples, in the complete Zendesk implementation guide. This page gets you a free audit; the guide is the reference.

Sample implementation artifact

This is what one trigger spec looks like.

Every automation we build follows the same structure: the business rule it encodes, the conditions it fires on, the actions it takes, and the test case that confirms it works. No ambiguity about what the trigger should do or when.

The card on the right is illustrative. Your implementation is built from your real ticket types and team structure.

TRIGGER-007 · Billing escalation
Priority: high Saves 4h / week Group: billing
Auto-assign billing tickets and send acknowledgement within 2 minutes of receipt.
Conditions (ALL must be true)
Ticket is created AND subject contains "invoice" OR "charge" OR "refund" AND ticket status is New
Actions
Assign group    Billing
Set priority    High
Add tag         billing-auto-routed
Send email      Requester: billing_ack macro
Notify          Slack #billing-alerts: {{ticket.id}}
Engagement tiers

Sized to where you are starting from.

A quick automation cleanup is a different project from a full multi-channel implementation with migration and custom integrations. We scope what fits after the audit. The exact number is written into the agreement before anything starts.

Essentials

Automation cleanup

Talk to us · fixed scope
  • Trigger and automation audit and rebuild
  • Macro library for top 10 request types
  • SLA policy configuration
  • Group and routing setup
  • Basic help center structure review
Full build

Complete implementation

Talk to us · fixed scope
  • Everything in Automation cleanup
  • Help center build and content migration
  • AI agent assist and deflection rules
  • CRM integration (Salesforce or HubSpot)
  • Slack and Jira native app setup
  • Agent and admin training handoff
Advanced

Sunshine and custom integrations

Talk to us · fixed scope
  • Everything in Complete implementation
  • Sunshine custom objects for product data
  • Custom API integrations for your stack
  • Help desk migration from another platform
  • Custom reporting and CSAT setup
  • Ongoing automation advisory
How pricing works. The project price depends on your channel count, how much automation needs building, whether you are migrating a knowledge base, and which integrations are in scope. We set a fixed number after the free audit and write it into the agreement before any work begins. No open-ended retainer, no surprise invoice.
Proof

We have done this for companies like yours.

Support operations work sits at the intersection of automation and customer experience. A few case studies that show the pattern:

Request

Get your free audit this week.

Drop your work email and a brief description of your current setup. We reply within 24 hours to confirm scope and book a short findings call. The audit is free.

  • A real review of your actual instance, not a templated checklist.
  • The agent hours each fix saves per month, quantified.
  • You keep the audit report whether or not you engage us.
  • We quote directly. No sales handoff.

Prefer a longer brief? Use our form

Get a free Zendesk audit

Two fields. We do the rest.

No credit card. No commitment. We reply within 24 hours with next steps.

FAQ

Questions we get every week.

What does a Zendesk implementation actually include? +
A full implementation covers channel setup (email, chat, voice, social), trigger and automation build-out, macro libraries, SLA policy configuration, ticket routing with groups and skills, help center structure and content, AI agent assist and deflection rules, and integrations with your CRM and the rest of the stack. We scope exact deliverables after the free audit because every team starts from a different place.
How long does a Zendesk implementation take? +
A focused channel setup and automation build typically lands in three to six weeks. A full implementation with help center migration, Sunshine custom objects, and multi-system integrations runs six to twelve weeks depending on data complexity and the number of connected systems. We scope it precisely before any work begins.
Can you migrate us from another help desk? +
Yes. We handle ticket, contact, and knowledge base migration from Freshdesk, Intercom, HelpScout, Salesforce Service Cloud, Jira Service Management, and any source that exposes an export or API. That includes field mapping, custom field creation in Zendesk, and a validation pass before the cutover.
Is the audit really free? +
Yes. We review your current Zendesk setup (or assess a greenfield one), map what is missing or misconfigured, and deliver a prioritised roadmap on a short call. There is no charge and no obligation. You keep the findings whether or not you engage us.
Do you integrate Zendesk with our CRM and other tools? +
Yes. Zendesk has native apps for Salesforce, HubSpot, Slack, Jira, and dozens of other tools, plus a full REST API for anything custom. We connect it with your existing stack and build the data flows so agents have full customer context without leaving Zendesk.
What does it cost? +
Cost depends on scope: how many channels, how much automation to build, whether you are migrating a knowledge base, and how many integrations are in play. We set a fixed project price after the free audit and write it into the agreement before any work begins. No open-ended retainer, no surprise invoices.

See what your Zendesk setup is actually costing you.

A free audit on your real data. A fixed scope to fix it, only if the numbers justify it. Findings in a week.

Get a free Zendesk audit
No credit card · You keep the audit · 24h reply

Related reading

Related reading

Related reading

Get a free Zendesk audit