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Webinar: Message Rules (video)

In this webinar, our Customer Success Team will demonstrate how online sellers use Message Rules in eDesk.  

Intro to Message Rules (video)

eDesk's powerful Message Rules allow you to ensure your customer interactions will always be handled by the right team members. It will also…

10 Message Rules you need to create in eDesk!

Message Rules in eDesk tell the inbox to automatically perform actions such as tagging and routing messages based on the conditions you decide.…

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…

Assigning Tickets (video)

You may want to assign tickets to your teammates in eDesk if they’re better suited to solving the issue or if you’re overwhelmed for example.  

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…

Common uses of Message Rules

Use eDesk's Message Rules to automate ticket management, giving your team more time to deliver 5 star customer support.  This help file provides…

Using Message Rules in eDesk

Using as many Message Rules as possible will ensure that your customer interactions will always be handled by the right team members. It will…

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…

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…

Troubleshooting: Ticket status changing automatically

This help file will guide you through what actions to take if your tickets are changing status automatically in your eDesk mailbox. Before…

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…

Marking as Important & Favouriting tickets

There are 2 ways to highlight specific tickets so that you can access them quickly - you can Mark as important or Favourite a ticket. This…

What's a ticket in eDesk?

Understanding tickets and how they work in eDesk is key to delivering a fantastic, personal experience for your customers.  This help file…

AI Classifications

Discover the AI classifications and learn how they can enhance your support experience by providing personalized and accurate responses to customer…

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