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Troubleshooting: Revoking access to existing software

When joining eDesk, it's a good idea to make sure that any previous software tools you were using are no longer trying to update your Amazon…

Payment Not Authorized

Sometimes it can happen that payment cannot be taken for your monthly/annual subscription and as a result, the service might get interrupted. This…

How to renew your Microsoft Office token

Microsoft has recently moved to modern authentication (OAuth 2.0 token-based authorization). This has many security benefits and improvements…

How to renew your Microsoft Office Token to move to new Microsoft OAuth 2023 Update

In 2020, Microsoft announced the release of OAuth 2.0 support for POP, IMAP, and SMTP AUTH. This means that they are deprecating the older basic…

Building a powerful collaborative workspace! (video)

Watch this video and find out how easy it is to build a powerful collaborative workspace in eDesk!

Inviting Users (video)

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

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…

Payment Failures

Sometimes it can happen that payment cannot be taken for your monthly/annual subscription and as a result, the service might get interrupted. This…

Setting up MFA (2FA) for your account

We're committed to providing the highest standards of security to our eDesk users. That's why eDesk supports Multi-Factor Authentication (MFA),…

Building a Content Hub

The Content Hub is basically the "library" where your AI learns the information it needs to provide accurate and relevant responses. You can…

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…

AI Sample Policies and Instructions

AI Assist are some of the AI features used when responding to customers. It includes Smart reply, Agent Assist and the composer and all these…

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.…

How does the eDesk Knowledge Base work?

Reduce customer queries by up to 30% by publishing help articles to your website that enable customers to self-serve. Then attach your Knowledge…

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