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Using 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. 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!

Using Manual-Usage Templates in eDesk

Create a Manual Usage Template to help your teams respond to customers quickly.  

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.  

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…

Common uses of Rule-Only Templates

Check out these example uses for Rule-Only templates, and adapt them to your business needs. 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…

Setting up Agent Assist

Help your support team respond to customer messages in just a few clicks - making responses fast, efficient, and hassle-free! Before you start Agent…

The 5 step guide to setting up your eDesk Mailbox

Rather than having customer messages spread across different inboxes and message centres without easy access to order information, eDesk Mailbox…

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