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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…

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…

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…

Responding with Templates (video)

 It's important to reply to customers using Templates in eDesk to provide the fastest and most professional customer support!  

Spotlight on the Templates (video)

In this video, we will talk about the Templates in eDesk and how you can use them to reply quicker to customers!  

Intro to Templates (video)

Replying to your customers using powerful Templates will help your teams deliver expert customer support in record time!

Spotlight on Manual Usage Templates (video)

In this video, we will talk about the Manual Usage Templates in eDesk, which helps agents save time and deliver an excellent customer experience.  

Using Templates to save time

Create ready-to-go templates to help your teams deliver expert customer support in record time! eDesk can also auto-respond to customer messages…

Spotlight on Auto-Reply Templates (video)

In this video, we will talk about Auto-Reply Templates, which will help you deliver the best customer service even when out of the office.  

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…

Troubleshooting: Template not showing on ticket

Creating ready-to-go templates to help your teams deliver expert customer support in record time!  This help file will review the possible…

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…

Learn to save time with automation! (video)

Watch this video and find out how you and your Team can save time with eDesk through automation!  

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…

AI Automation

AI automations allow you to resolve tickets automatically with zero human interaction. There are 2 ways this can be done in eDesk:   via…

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