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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.  

Customizing the display in your eDesk Mailbox

Did you know that you can customize the information that's shown in your Mailbox and also control the way information is displayed?  This…

Auto-responding to messages containing keywords

Create a Rule-Only template to auto-respond to messages based on their content. How useful!  This help file will guide you through how to…

Spotlight on Manual Usage Templates (video)

In this video, we will talk about the Manual Usage Templates in eDesk, which helps agents save time and deliver an excellent customer experience.  

Responding with Templates (video)

 It's important to reply to customers using Templates in eDesk to provide the fastest and most professional customer support!  

Common uses of Rule-Only Templates

Check out these example uses for Rule-Only templates, and adapt them to your business needs. This help file will guide you through how to…

AI Automation

AI automations allow you to resolve tickets automatically with zero human interaction. There are 2 ways this can be done in eDesk:   via…

Fine-tune your customer care with eDesk's Report Extracts

eDesk gives you unique insights into the customer care you provide across your entire customer base. Our Report Extracts feature enables you…

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…

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