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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…

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…

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…

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!  

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…

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.…

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…

Chat Settings

Engage your website visitors with a smooth chat experience using eDesk Live Chat.  This help file will guide you through the Widget Settings…

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…

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