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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 auto-respond to customer messages…

Using Out-of-Office Templates in eDesk

Manage your customer's expectation by setting up eDesk to auto-respond to any messages that arrive when your offices are closed for a holiday. This…

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…

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 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…

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.   This help…

Managing your team’s permissions using roles

All of your eDesk teammates have a user role associated with their account, giving them access to different tools in eDesk. It’s easy to…

Using Manual-Usage Templates in eDesk

Create a Manual Usage Template to help your teams respond to customers quickly. This help file will guide you through creating these ready-to-go…

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…

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…

Assigning tickets with Round Robin

eDesk's Round Robin feature automatically assigns tickets to your Support Agents, sharing the workload across the team and maximizing efficiency. Before…

Mailbox Settings

The eDesk Mailbox is highly configurable and it's super easy to set it up to suit your requirement.  This help file will guide you through…

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. Help…

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! Forget about spending a lot…

Using Auto-Reply Templates in eDesk

Deliver a better customer experience by getting eDesk to reply automatically to customer messages that arrive outside office hours. This…

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