How to Set a SLA Policy in Zendesk?

Created with Trainn AI

Here’s a step-by-step tutorial on how to set a SLA policy in Zendesk:

1. Go to Admin Center, and click on "Objects and rules" in the navigation bar.

Setting up Zendesk SLA - Step 1

2. Scroll down to Business rules, and select "Service Level Agreements".

Setting up Zendesk SLA - Step 2

3. Click on "Create policy" to start creating a new policy.

Setting up Zendesk SLA - Step 3

4. Enter a title to the policy in the "Policy name" field.

Setting up Zendesk SLA - Step 4

5. Click on "Next" at the bottom right to proceed.

Setting up Zendesk SLA - Step 5

6.  Click on "Add conditions" to set conditions that tickets must meet for the policy from the dropdown menu.

Setting up Zendesk SLA - Step 6

7. After conditions are set for the policy, click on "Next" to proceed.

Setting up Zendesk SLA - Step 7

8. In SLA metrics section, set time targets for Reply, Update and resolution metrics.

Setting up Zendesk SLA - Step 8

9. Click on "Add target" to set time for the preferred metrics.

Setting up Zendesk SLA - Step 9

10. In the following modal that appears, enter the target in the provided fields.

Setting up Zendesk SLA - Step 10

11. Once metrics are defined for each metric, click on "Add" to include the same in the policy.

Setting up Zendesk SLA - Step 11

12. After setting your conditions and targets for the policy, click on "Save policy" to update your policy.

Setting up Zendesk SLA - Step 12

Congratulations! You have successfully created a SLA policy in Zendesk.