5 steps to get started with self-service - Step 5: Optimize your help center and plan ongoing maintenance

Aug 12, 4:00 – 5:00 PM (UTC)

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On August 12, the Zendesk team hosted the last delivery of our series 5 steps to get started with self-service - Step 5: Optimize your help center and plan ongoing maintenance.

In this Zendesk session, our experts Patty and David guided attendees through advanced strategies for optimizing and maintaining a Help Center as part of a broader self-service series. The focus was on enhancing knowledge base articles with multimedia, managing content efficiently using article lists and context panels, and leveraging enterprise features like team publishing and article verification.

What we learned

  • Multimedia: The team showed us how to add images & videos to improve clarity and engagement; always include text too. Our speakers showcased how to upload attachments and embed videos in articles using Zendesk Guide.

  • Article Lists: The team reviewed how to filter and save views to manage articles easily by status or topic.

  • Knowledge Panel: We talked through how agents access, link, flag, and create articles right from tickets.

  • Create Articles from Tickets: The team showed us how to turn support tickets into knowledge base content.

  • Knowledge Builder: We reviewed how AI tools suggest articles based on recent ticket trends.

  • Article Comments: The team showcased how to collect feedback and convert comments into tickets as needed.

  • Enterprise Features: We reviewed team workflows, article scheduling, verification, reusable content blocks, and multi-placement.

  • AI Content Tips: The team discussed how to write clear, easy to search text alongside multimedia for both users and AI.

  • Analytics: Our speakers showcased how to track content usage, publishing activity, and verification status through dashboards.

Webinar resources

Useful resources

Article verification

Article lists

SEO

Multimedia

KCS & knowledge feature

Other

Training



Hosts

  • Paddy Meleady

    Zendesk

    Scaled Customer Success Manager

  • David Sarnowksi

    Zendesk

    Senior Managed Services Consultant

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