# What's the best way to approach first-time Zoho Desk setup when there are many configuration options?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">I'm putting together notes on the best way to approach first-time <a class="a a--md" elv="true" href="https://www.g2.com/products/zoho-desk/reviews">Zoho Desk</a> setup when there are many configuration options. Going by G2 reviews, it's taking setup in stages with the Getting started steps and going through each setting carefully rather than configuring everything at once. Workflows, automation rules and integrations are where the time goes, and some default ticket fields stay in place when admins would rather remove them. The payoff comes quickly: rules route and tag tickets automatically, email, chat and social channels land in one queue, and AI response suggestions speed up replies.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">In <a class="a a--md" elv="true" href="https://www.g2.com/categories/help-desk">help desk</a> software, that depth suits teams handling volume across several channels, where every ticket that routes itself saves an agent time. Smaller teams get the same capabilities and can switch on the parts they need first.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">What I'd like to hear from admins:</p><ul>
<li>Which area did you configure first?</li>
<li>Did you use the Getting started steps?</li>
<li>What would you leave until after go-live?</li>
<li>How long before routing worked the way you wanted?</li>
</ul><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">What's the one setting you'd tell a new admin to get right first?</p>

##### Post Metadata
- Posted at: about 23 hours ago
- Author title: SEO Content Specialist
- Net upvotes: 1


## Comments
### Comment 1

&lt;p&gt;&lt;span style=&quot;color: rgb(0, 0, 0);&quot;&gt;Doing it in stages with the Getting started steps made setup feel manageable. Once routing rules were live, tickets basically assigned themselves.&lt;/span&gt;&lt;/p&gt;

##### Comment Metadata
- Posted at: about 2 hours ago
- Author title: Marketing Executive





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