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Using Tag Groups in eDesk

Now that you’re an expert at creating tags, it’s time to show you how to use Tag Groups. Using the right Tag Groups in your eDesk account…

Using Tags in eDesk

Tags are a great way to organize the Mailbox, giving your customer support process more structure. They allow you to categorize tickets for…

Adding Tags on Aircall

Aircall is a cloud-based phone system built to support customer service and sales teams. It allows you to manage your inbound and outbound calls,…

10 Message Rules you need to create in eDesk!

Message Rules in eDesk tell the inbox to automatically perform actions such as tagging and routing messages based on the conditions you decide.…

Mentioning Agents (video)

You may want to mention your teammates in certain tickets in eDesk when you need a second opinion or if their help is required.  

The Smart Inbox (video)

The revolutionary new Smart Inbox leverages eDesk's rich order data to automatically group and prioritize all incoming tickets, so your team…

Intro to the Mailbox - Smart Inbox (video)

 eDesk's revolutionary new Smart Inbox leverages eDesk's rich order data to automatically group and prioritize all incoming tickets, so your…

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.…

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…

Using Message Rules in eDesk

Using as many Message Rules as possible will ensure that your customer interactions will always be handled by the right team members. It will…

Assigning tickets in eDesk

You may want to assign tickets to your teammates if they’re better suited to solving the issue or if you’re overwhelmed.  This help file…

Mentioning your teammates

If you need someone else in your team to help you with a ticket, all you need to do is @mention them and the ticket will appear in the Mentioned…

Subscription Plans

Whether you’re a small start-up or a large corporation, eDesk offers flexible plans tailored to your business needs, helping you scale and…

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…

Adding an internal note

Want to add a note to a ticket that can been seen by the rest of your team but that's hidden from your customer? We'll show you how! This…

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