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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…

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…

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…

Spotlight on Smart Tools (video)

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

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…

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…

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…

Using Out of Office Templates in eDesk

Out of Office templates (OOO) are a type of auto-responder that instruct eDesk to reply automatically to messages that arrive during one-off…

Auto-Reply Templates: Set Customer Expectations & Protect SLAs

Auto-replies are automated responses that are sent when your team is unavailable - perfect for evenings, weekends or high-volume periods. Many…

Auto-responding to common queries

Create a Rule-Only template to take care of those commonly-asked questions from your customers This help file will guide you through how to…

What are the best practices for keeping your mailbox organized?

Support teams often opt for a centralized inbox to deal with customers because it's easy to set up and gathers communications into one place.…

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