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Using Invoice Templates

Stay on top of invoicing and save time by creating invoice templates that can be automatically generated for your order-related tickets. This…

Intro to the Mailbox - Ticket View (video)

 eDesk's powerful Ticket View allow you to consult all your order and customer information directly on your tickets, at one glance!

Payment History

eDesk makes it really easy for you to consult all your previous payments and download your invoices. This help file will guide you through…

Creating Invoice Templates

Stay on top of invoicing and save time by creating templates that you can use to automatically generate invoices for your order-related tickets.  Invoice…

Sending Modes

You can select the Sending mode for email channels to determine the From address of messages sent from eDesk. This help file will guide you…

Automating your Amazon Invoicing

Using eDesk, you can automatically generate invoices and credit notes for your customers using the Amazon VAT Calculation Service. These can…

5 Manual Usage Templates you need to create in eDesk!

Use these Manual Usage templates to respond to your customer's most frequently asked questions, and deliver a super-fast, five-star customer…

Spotlight on Smart Tools (video)

In this video, we will talk about Smart Tools, which is the most powerful feature of eDesk.  

The eDesk Smart Tools

Smart tools are eDesk’s most powerful features. They enable you to create smart workflows, route tickets and automatically reply to repetitive…

Using Manual-Usage Templates in eDesk

Create a Manual Usage Template to help your team respond to customers quickly. This help file will guide you through creating these ready-to-go…

AI Classifications

AI Classifications enhance your support experience by automatically categorizing customer queries, enabling personalized and accurate responses. This…

Using Auto-Reply Templates in eDesk

Auto-Replies are a type of auto-responder in which eDesk replies automatically to customer messages that arrive after your office has closed…

Auto-responding to messages containing keywords

Create a Rule-Only template to auto-respond to messages based on their content. How useful!  This help file will guide you through how to…

Using Rule-Only Templates in eDesk

Create a Rule-Only Template take the pressure off your teams and let eDesk automatically handle the commonly-asked questions from your customers. This…

Auto-responding during busy times

Create a rule-only template to send acknowledgements to your customers when your Support Agents are under pressure. This help file will guide…

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