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Configuring your eDesk Mailbox

The eDesk Mailbox is highly configurable and easy to set up to suit your requirements.  This help file will guide you through the different…

Intro to Templates (video)

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

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…

Using Manual-Usage Templates in eDesk

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

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…

Delivery Configurations

eDesk will allow you to create delivery configurations in your account so we can calculate estimated delivery times for you. This help file…

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!  

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…

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.  

Setting Up Agent Assist with Template Configuration

Help your Support team respond to your customer's messages with one click - it couldn't be easier! Before you start Agent Assist is…

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 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 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…

Website Contact Forms

We know how important it is to keep the communication lines open with your customers. That's why our Live Chat displays a Contact Form if your…

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…

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