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Troubleshooting: Live Chat widget

This help file will guide you through what actions to take if you are having issues with the Live Chat or Widgets in eDesk. Before you…

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…

Role 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…

Add Channel: Shopify (video)

In this video, we will demonstrate how you can easily link your Shopify account to eDesk.  

Add Channel: BigCommerce (video)

In this video, we will demonstrate how you can easily link your BigCommerce account to eDesk.  

Spotlight on Smart Tools (video)

In this video, we will talk about Smart Tools, which is the most powerful feature of eDesk.  

Using Custom Fields in eDesk

Custom fields are a very powerful tool in eDesk, allowing you to link additional information to a customer query. In this help file, we'll…

Using Tags in eDesk

Tags are a great way to organize the Mailbox, giving your customer support process more structure.  Using the right Tag in your eDesk account…

Setting up eDesk's Live Chat

Take your customer care to the next level with eDesk’s Live Chat! It’s quick to set up and customers love the real-time support you can provide. This…

Chat Settings

Engage your website visitors with a smooth live chat experience using the eDesk Chat Add-On.  This help file will guide you through the Widget…

How does eDesk’s Live Chat work for your customers and your team?

Customers love love love the instant results they get when you provide real-time support through Live Chat. eDesk’s Live Chat is simple to…

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…

The eDesk Smart Tools

Smart Tools are eDesk’s most powerful features. They enable you to create smart workflows, route tickets and automatically reply to repetitive…

Proactive Chat

Proactive Chat allows the user to trigger a pop-up on the website based on 3 conditions with the aim of stimulating engagement with their customer.    For…

Notifications for Chat

To make it easier for you to differentiate between chat interactions, eDesk Chat notifications come in two sounds: one for new conversations…

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