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Creating signatures

By including a signature at the bottom of the messages you send to your customers, you'll give your customers a more personal experience and…

Inviting Users (video)

eDesk will help you improve your team's collaboration by creating user accounts for each one of your employees.  

AI powered summaries

Summaries are the ultimate solution for effortlessly understanding your customer's incoming queries. They take the burden off your shoulders…

Using Profiles to set up AI personalities for your Chatbots and Smart reply

Profiles allows you to assign a specific tone of voice, level of detail, and a training library to a dedicated Profile, which you can then assign…

Introduction to eDesk's chatbot (with Profiles)

  Lighten the load on your support team by welcoming eDesk's AI chatbot into the team! eDesk makes it super easy to set up your Chatbots and…

Setting up your Company details

The company details section allows you to customize and optimize eDesk to meet the needs of your company and users. This help file will guide…

Configuring your eDesk Mailbox

 The eDesk Mailbox is highly customizable, allowing you to tailor it to your specific requirements. Any changes you make will only apply to…

Restricting user permissions for eBay cases

eBay cases can sometimes be sensitive, therefore we allow users in eDesk to restrict eBay case reponses. This help file will show you how…

Creating new custom roles to manage user permissions

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…

Managing Users

eDesk will help you improve your team's collaboration by creating user accounts for each one of your employees. This help file will guide…

Adding Users

Creating user accounts in eDesk helps your team manage customer support more efficiently. Each user gets their own login, allowing for better…

Deleting Users

eDesk will help you improve your team's collaboration by creating user accounts for each one of your employees. This help file will guide…

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…

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…

I've been added to an eDesk account. What do I do next?

Your business has chosen eDesk for their eCommerce Helpdesk, and an Admin user within your business has sent you an email that invites you…

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