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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…

Role permissions

Every eDesk user has a role associated with their account that gives them access to different tools in eDesk. Each role has a unique set of…

Webinar: Message Rules (video)

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

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 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…

Spotlight on Smart Tools (video)

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

Building great custom content for your AI to use

Providing rich custom content in the Content hub is one of the ways to enable your AI to deliver top-tier care to your customers.  This help…

Connecting Magento V1 with eDesk (API)

Magento is a popular e-commerce platform allowing you to create an online store and sell products.  Connecting your Magento account will…

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 Amazon's Custom Feedback Rules

Ensure you're compliant with Amazon's restrictions on Buyer-Seller messaging by using one of our Custom Feedback rules. This help file describes…

Customer Snippets

eDesk’s Customer Snippets let you insert customer or order information into a message with just a couple of clicks. This help file will…

The Live dashboard: A real-time view of your account

The Live dashboard offers a real-time snapshot of the activities occurring in your eDesk account. It's a dynamic dashboard that refreshes…

Building a powerful collaborative workspace! (video)

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

Troubleshooting: Missing screens in eDesk

This help file will guide you through what actions to take if you can't access certain screens in eDesk. Before you start    You…

Adding limited access Read-only users to your account

Sometimes people from outside your support team, such as managers and colleagues from other functions of the business might want to access eDesk…

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