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guides/additional-customization.rst

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@@ -16,10 +16,10 @@ can select from pre-defined categories? No problem! You can even set it to
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required to have a proper base for statistics.
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Head over to the :doc:`object attributes page </system/objects>` where it is
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explained in detail or watch the video about how to create a mandatory category
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field for tickets.
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explained in detail.
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ADD VIDEO HERE (created).
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.. or watch the video about how to create a mandatory category field for tickets.
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.. ADD VIDEO HERE.
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Set Up Automation
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-----------------
@@ -37,14 +37,14 @@ dispatched to and what attributes you want to set for those tickets. You can
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find it in the :doc:`Filter </channels/email/filters>` tab in the email based
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channels.
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The following video shows three examples:
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.. The following video shows three examples:
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- An automatic deletion of old tickets and customers via scheduler
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- An email rule (postmaster filter) for a specific customer
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- A trigger to increase priority for tickets when a specific organization member
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is involved.
42+
.. - An automatic deletion of old tickets and customers via scheduler
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.. - An email rule (postmaster filter) for a specific customer
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.. - A trigger to increase priority for tickets when a specific organization member
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.. is involved.
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ADD VIDEO HERE (created).
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.. ADD VIDEO HERE.
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Add Text Modules
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----------------
@@ -58,10 +58,10 @@ or customer specific text like ticket title or customer name. Just type
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:kbd:`:` :kbd:`:` in the text module content editor to search for available
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variables.
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The video shows how to create a text module, including usage of variables and
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how it works for agents when dealing with a ticket.
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.. The video shows how to create a text module, including usage of variables and
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.. how it works for agents when dealing with a ticket.
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ADD VIDEO HERE (created).
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.. ADD VIDEO HERE.
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Enable Checklist Feature
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------------------------
@@ -70,10 +70,10 @@ Zammad's :doc:`checklist feature </manage/checklist>` allows you to keep track
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of certain tasks in a ticket. The feature allows you to create checklist
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templates and link to other tickets as checklist item too.
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See how to set it up, create a template and reference to another ticket in a
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checklist item in the video.
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.. See how to set it up, create a template and reference to another ticket in a
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.. checklist item in the video.
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ADD VIDEO HERE (created).
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.. ADD VIDEO HERE.
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Add AI Agents
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-------------
@@ -86,12 +86,12 @@ configuration down:
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- Create an AI agent with the type of task you want to delegate
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- Call the AI agent in a trigger or scheduler job
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The video shows an example of how to set up an AI agent which rewrites the
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title of a ticket. A use case for this is when your customers often tend to use
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generic titles (like "problem") or you receive tickets from a web form which
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all have the same title.
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.. The video shows an example of how to set up an AI agent which rewrites the
90+
.. title of a ticket. A use case for this is when your customers often tend to use
91+
.. generic titles (like "problem") or you receive tickets from a web form which
92+
.. all have the same title.
9393
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ADD VIDEO HERE (created).
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.. ADD VIDEO HERE (created).
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Next Steps
9797
----------

guides/start-with-zammad.rst

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@@ -51,12 +51,13 @@ Basic Setup
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Follow the steps below for a simple setup of Zammad. You can add some
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information via getting started wizard or skip the steps and configure it
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afterwards.
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5455
The guide assumes your Zammad is not yet configured. In case you see the
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getting started wizard, provide as much information as you desire or skip it
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for a later configuration. The video below shows an example with providing
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minimal information in the wizard.
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for later configuration.
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ADD VIDEO HERE (created).
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.. The video below shows an example with providing minimal information in the wizard.
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.. ADD VIDEO HERE.
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Company Details
6263
^^^^^^^^^^^^^^^
@@ -78,8 +79,8 @@ At this point, just add your groups and give them a fitting name. Create A
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structure in case you need it by setting parent groups. It is totally fine to
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stay with one group too, of course.
8081

81-
You can find a video about a simple group and role configuration in the next
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section.
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.. You can find a video about a simple group and role configuration in the next
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.. section.
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Create or Modify Roles
8586
^^^^^^^^^^^^^^^^^^^^^^
@@ -99,7 +100,7 @@ You can assign application and group permissions to a specific user as well. In
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case you expect more than one person with specific permissions, creating a role
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may be a good idea.
101102

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ADD VIDEO HERE (created).
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.. ADD VIDEO HERE.
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Connect Email Accounts to Zammad
105106
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
@@ -115,10 +116,10 @@ After adding an email channel, create one or more signatures. You can use one
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signature for many groups or create different signatures, depending on your
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company's department structure.
117118

118-
The following video shows a dummy email channel configuration as well as adding
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email adresses and signatures to different groups.
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.. The following video shows a dummy email channel configuration as well as adding
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.. email adresses and signatures to different groups.
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VIDEO HERE (created).
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.. ADD VIDEO HERE.
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Configure Groups
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^^^^^^^^^^^^^^^^
@@ -136,7 +137,7 @@ going to the first steps section and use the
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Make sure to assign the right role to each of the agents.
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This step sends out invitation emails to your agents.
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ADD VIDEO HERE (created).
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.. ADD VIDEO HERE.
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Further Steps
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-------------

locale/admin-docs.pot

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@@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Zammad Admin Documentation pre-release\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-11-24 09:43+0100\n"
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"POT-Creation-Date: 2025-11-26 07:37+0100\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <[email protected]>\n"
@@ -5955,18 +5955,7 @@ msgid "Zammad allows you to easily add new fields for different objects like tic
59555955
msgstr ""
59565956

59575957
#: ../guides/additional-customization.rst:18
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msgid "Head over to the :doc:`object attributes page </system/objects>` where it is explained in detail or watch the video about how to create a mandatory category field for tickets."
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msgstr ""
5960-
5961-
#: ../guides/additional-customization.rst:22
5962-
#: ../guides/additional-customization.rst:47
5963-
#: ../guides/additional-customization.rst:64
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#: ../guides/additional-customization.rst:76
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#: ../guides/additional-customization.rst:94
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#: ../guides/start-with-zammad.rst:59
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#: ../guides/start-with-zammad.rst:102
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#: ../guides/start-with-zammad.rst:139
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msgid "ADD VIDEO HERE (created)."
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msgid "Head over to the :doc:`object attributes page </system/objects>` where it is explained in detail."
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msgstr ""
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59725961
#: ../guides/additional-customization.rst:25
@@ -5981,22 +5970,6 @@ msgstr ""
59815970
msgid "By default, there is already one active trigger which sends out auto-reply emails to customers after they contacted you in a new support case. You can even define in the channel configuration, to which group specific messages should be dispatched to and what attributes you want to set for those tickets. You can find it in the :doc:`Filter </channels/email/filters>` tab in the email based channels."
59825971
msgstr ""
59835972

5984-
#: ../guides/additional-customization.rst:40
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msgid "The following video shows three examples:"
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msgstr ""
5987-
5988-
#: ../guides/additional-customization.rst:42
5989-
msgid "An automatic deletion of old tickets and customers via scheduler"
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msgstr ""
5991-
5992-
#: ../guides/additional-customization.rst:43
5993-
msgid "An email rule (postmaster filter) for a specific customer"
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msgstr ""
5995-
5996-
#: ../guides/additional-customization.rst:44
5997-
msgid "A trigger to increase priority for tickets when a specific organization member is involved."
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msgstr ""
5999-
60005973
#: ../guides/additional-customization.rst:50
60015974
msgid "Add Text Modules"
60025975
msgstr ""
@@ -6005,10 +5978,6 @@ msgstr ""
60055978
msgid ":doc:`Text modules </manage/text-modules>` are a nice time saver for your agents. In case they answer similar questions over and over again and/or you want to unify their answers, add text modules for that. Your agents can then fetch a text by typing :kbd:`:` :kbd:`:` in the editor, followed by the name or content of the text module. You can even use variables to automatically include ticket- or customer specific text like ticket title or customer name. Just type :kbd:`:` :kbd:`:` in the text module content editor to search for available variables."
60065979
msgstr ""
60075980

6008-
#: ../guides/additional-customization.rst:61
6009-
msgid "The video shows how to create a text module, including usage of variables and how it works for agents when dealing with a ticket."
6010-
msgstr ""
6011-
60125981
#: ../guides/additional-customization.rst:67
60135982
msgid "Enable Checklist Feature"
60145983
msgstr ""
@@ -6017,10 +5986,6 @@ msgstr ""
60175986
msgid "Zammad's :doc:`checklist feature </manage/checklist>` allows you to keep track of certain tasks in a ticket. The feature allows you to create checklist templates and link to other tickets as checklist item too."
60185987
msgstr ""
60195988

6020-
#: ../guides/additional-customization.rst:73
6021-
msgid "See how to set it up, create a template and reference to another ticket in a checklist item in the video."
6022-
msgstr ""
6023-
60245989
#: ../guides/additional-customization.rst:79
60255990
msgid "Add AI Agents"
60265991
msgstr ""
@@ -6041,10 +6006,6 @@ msgstr ""
60416006
msgid "Call the AI agent in a trigger or scheduler job"
60426007
msgstr ""
60436008

6044-
#: ../guides/additional-customization.rst:89
6045-
msgid "The video shows an example of how to set up an AI agent which rewrites the title of a ticket. A use case for this is when your customers often tend to use generic titles (like \"problem\") or you receive tickets from a web form which all have the same title."
6046-
msgstr ""
6047-
60486009
#: ../guides/additional-customization.rst:97
60496010
msgid "Next Steps"
60506011
msgstr ""
@@ -6122,110 +6083,102 @@ msgid "And just a note at this point so you are aware: Zammad allows you to auto
61226083
msgstr ""
61236084

61246085
#: ../guides/start-with-zammad.rst:51
6125-
msgid "Follow the steps below for a simple setup of Zammad. You can add some information via getting started wizard or skip the steps and configure it afterwards. The guide assumes your Zammad is not yet configured. In case you see the getting started wizard, provide as much information as you desire or skip it for a later configuration. The video below shows an example with providing minimal information in the wizard."
6086+
msgid "Follow the steps below for a simple setup of Zammad. You can add some information via getting started wizard or skip the steps and configure it afterwards."
6087+
msgstr ""
6088+
6089+
#: ../guides/start-with-zammad.rst:55
6090+
msgid "The guide assumes your Zammad is not yet configured. In case you see the getting started wizard, provide as much information as you desire or skip it for later configuration."
61266091
msgstr ""
61276092

6128-
#: ../guides/start-with-zammad.rst:62
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#: ../guides/start-with-zammad.rst:63
61296094
msgid "Company Details"
61306095
msgstr ""
61316096

6132-
#: ../guides/start-with-zammad.rst:64
6097+
#: ../guides/start-with-zammad.rst:65
61336098
msgid "The basic customization step in Zammad is to add your company name and your logo. If not already set in the getting started wizard, visit Zammad's admin settings and go to *Settings > Branding* to adjust it. Additional information on this topic can be found in the :doc:`branding settings section </settings/branding>`."
61346099
msgstr ""
61356100

6136-
#: ../guides/start-with-zammad.rst:71
6101+
#: ../guides/start-with-zammad.rst:72
61376102
msgid "Create Groups"
61386103
msgstr ""
61396104

6140-
#: ../guides/start-with-zammad.rst:73
6105+
#: ../guides/start-with-zammad.rst:74
61416106
msgid "A group in Zammad typically represents a department of a company. You can define which agent has access to which group and define permissions. A group can have a specific email address and department name. Use the default shipped **Users** group by renaming it. At this point, just add your groups and give them a fitting name. Create A structure in case you need it by setting parent groups. It is totally fine to stay with one group too, of course."
61426107
msgstr ""
61436108

6144-
#: ../guides/start-with-zammad.rst:81
6145-
msgid "You can find a video about a simple group and role configuration in the next section."
6146-
msgstr ""
6147-
6148-
#: ../guides/start-with-zammad.rst:85
6109+
#: ../guides/start-with-zammad.rst:86
61496110
msgid "Create or Modify Roles"
61506111
msgstr ""
61516112

6152-
#: ../guides/start-with-zammad.rst:87
6113+
#: ../guides/start-with-zammad.rst:88
61536114
msgid "Zammad comes with three pre-defined :doc:`roles </manage/roles/index>` for customers, agents and admins. A user can have one or more roles assigned. In a role, you can define the application permissions (what areas/features are accessible) as well as the access level to groups (read, create, change, overview, full). These three roles should cover standard scenarios. In case you wonder which additional roles could make sense, here are some examples:"
61546115
msgstr ""
61556116

6156-
#: ../guides/start-with-zammad.rst:94
6117+
#: ../guides/start-with-zammad.rst:95
61576118
msgid "Team leader"
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msgstr ""
61596120

6160-
#: ../guides/start-with-zammad.rst:95
6121+
#: ../guides/start-with-zammad.rst:96
61616122
msgid "Reporting person"
61626123
msgstr ""
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6164-
#: ../guides/start-with-zammad.rst:96
6125+
#: ../guides/start-with-zammad.rst:97
61656126
msgid "Knowledgebase editor"
61666127
msgstr ""
61676128

6168-
#: ../guides/start-with-zammad.rst:98
6129+
#: ../guides/start-with-zammad.rst:99
61696130
msgid "You can assign application and group permissions to a specific user as well. In case you expect more than one person with specific permissions, creating a role may be a good idea."
61706131
msgstr ""
61716132

6172-
#: ../guides/start-with-zammad.rst:105
6133+
#: ../guides/start-with-zammad.rst:106
61736134
msgid "Connect Email Accounts to Zammad"
61746135
msgstr ""
61756136

6176-
#: ../guides/start-with-zammad.rst:107
6137+
#: ../guides/start-with-zammad.rst:108
61776138
msgid "Depending on your used email system, follow the actual guide for it:"
61786139
msgstr ""
61796140

6180-
#: ../guides/start-with-zammad.rst:109
6141+
#: ../guides/start-with-zammad.rst:110
61816142
msgid ":doc:`Standard IMAP/SMTP </channels/email/index>`"
61826143
msgstr ""
61836144

6184-
#: ../guides/start-with-zammad.rst:110
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#: ../guides/start-with-zammad.rst:111
61856146
msgid ":doc:`M365 Graph </channels/microsoft365-graph/index>`"
61866147
msgstr ""
61876148

6188-
#: ../guides/start-with-zammad.rst:111
6149+
#: ../guides/start-with-zammad.rst:112
61896150
msgid ":doc:`M365 IMAP </channels/microsoft365/index>`"
61906151
msgstr ""
61916152

6192-
#: ../guides/start-with-zammad.rst:112
6153+
#: ../guides/start-with-zammad.rst:113
61936154
msgid ":doc:`Google Email </channels/google/index>`"
61946155
msgstr ""
61956156

6196-
#: ../guides/start-with-zammad.rst:114
6157+
#: ../guides/start-with-zammad.rst:115
61976158
msgid "After adding an email channel, create one or more signatures. You can use one signature for many groups or create different signatures, depending on your company's department structure."
61986159
msgstr ""
61996160

6200-
#: ../guides/start-with-zammad.rst:118
6201-
msgid "The following video shows a dummy email channel configuration as well as adding email adresses and signatures to different groups."
6202-
msgstr ""
6203-
6204-
#: ../guides/start-with-zammad.rst:121
6205-
msgid "VIDEO HERE (created)."
6206-
msgstr ""
6207-
6208-
#: ../guides/start-with-zammad.rst:124
6161+
#: ../guides/start-with-zammad.rst:125
62096162
msgid "Configure Groups"
62106163
msgstr ""
62116164

6212-
#: ../guides/start-with-zammad.rst:126
6165+
#: ../guides/start-with-zammad.rst:127
62136166
msgid "After setting up an email based channel, a revisiting of the groups is indicated. Go to *Manage > Groups*, select each group and set an outbound email adress as well as a signature."
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msgstr ""
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#: ../guides/start-with-zammad.rst:131
6169+
#: ../guides/start-with-zammad.rst:132
62176170
msgid "Create Agent Accounts"
62186171
msgstr ""
62196172

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#: ../guides/start-with-zammad.rst:133
6173+
#: ../guides/start-with-zammad.rst:134
62216174
msgid "Create a :doc:`user </manage/users/index>` for each of your support agents by going to the first steps section and use the **Invite agents/colleagues to help working on tickets** function. Make sure to assign the right role to each of the agents. This step sends out invitation emails to your agents."
62226175
msgstr ""
62236176

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#: ../guides/start-with-zammad.rst:142
6177+
#: ../guides/start-with-zammad.rst:143
62256178
msgid "Further Steps"
62266179
msgstr ""
62276180

6228-
#: ../guides/start-with-zammad.rst:144
6181+
#: ../guides/start-with-zammad.rst:145
62296182
msgid "At this stage, you are ready to use Zammad in production and take advantage of the collaboration and organization features. To customize it further, follow the :doc:`additional customization guide <additional-customization>` or read on in the specific documentation sections."
62306183
msgstr ""
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