Account Owner Checklist – Kaizo

This checklist is designed to facilitate a seamless onboarding process for Account Owners onto Kaizo!

Before proceeding with the checklist, we highly recommend familiarizing yourself with the comprehensive resources available in our help center 👇

These resources include essential information as well as in-depth, in-app walkthroughs tailored to guide Account Owners through the platform effectively.

1. ⚙️ Zendesk Admin Center:

☐ Access the Zendesk Admin Center to control user access during the setup phase.

Note: To manage Apps and integrations, ensure you have Zendesk Admin privileges within your Zendesk account.

☐ Consider restricting the visibility of Kaizo during setup to streamline integration. Evaluate restricting access to specific roles or groups to minimize distractions and confusion for team members.

2. ✅ User Activation in Kaizo:

☐ Ensure all users who require access to Kaizo are activated in the team settings.

☐ Create a team and assign the relevant roles to your activated users

3. 🤖 Samurai Settings:

☐ Review available AI-driven features and assess their potential value to daily workflows.

☐ Enable AI features for all team members, if applicable.

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