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Using Templates to save time

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

Using Message Rules to route and auto-assign tickets

Automate your workflow and keep your inbox tidy by creating Message Rules that will automatically trigger actions on your eDesk tickets. Using…

Let customers know your team is out-of-office with Autoreply and OOO templates

Create templates for eDesk to use when autoresponding to your customers outside office hours or during holidays.

Using Rule-only templates to automate customer support

Take the pressure off your teams and let eDesk’s Rule-only templates automatically handle the commonly-asked questions from your customers.

Responding to your customer from eDesk

There are a number of ways to respond to messages in eDesk  These can be manual responses, AI responses, pre-written templates and snippets,…

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. Before…

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.…

Respond in one click with AI Templates

Accelerate your response time by creating your own one-click responses, using customized AI templates and the magic button. 01 What are customizable…

Managing your team’s permissions using roles

Create, manage, and assign roles to help give your team access to the tools they need and to keep your workspace secure.  All of your eDesk…

Role permissions

Find out what each role permission enables in eDesk so that you can give your teammates the right permissions for their jobs.  Before you…

Using Manual Usage templates to send prewritten messages to your customers

Help your teams respond to customers quickly, by creating ready-to-go templates that they can select and send. Before you start You’ll…

Customer Snippets

eDesk’s Customer Snippets let you insert customer or order information into a message with just a couple of clicks.

Reduce spam and system messages in your Mailbox

Is your Mailbox filling up with unnecessary spam or system messages from your marketplaces? This help file will show you how to display only…

Common uses of rule-only templates

Check out these example uses for rule-only templates, and adapt them to your business needs. Before you start You’ll need an Admin…

Quick Reply responses

Respond to your customer's messages with one click - it couldn't be easier! Before you start   Quick Reply responses are available…

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