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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…

What are the best practices for keeping your mailbox organized?

Support teams often opt for a centralized inbox to deal with customers because it's easy to set up and gathers communications into one place.…

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…

How to turn on Dark mode

Dark mode makes working on eDesk easier on your eyes by using a darker theme for the app's user interface, which reduces the amount of light…

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…

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.  

Search and Filters

When navigating through your eDesk account, the search and filters option will enable you to find exactly the tickets you're looking for. This…

Favouriting tickets

Favouriting tickets is an easy way to keep important queries in one place so that you can access them quickly. This help file will show you…

The Smart Inbox (video)

The revolutionary new Smart Inbox leverages eDesk's rich order data to automatically group and prioritize all incoming tickets, so your team…

Using Invoice Templates

Stay on top of invoicing and save time by creating templates that you can use to automatically generate invoices for your order-related tickets. This…

Configuring your eDesk Mailbox

The eDesk Mailbox is highly configurable and easy to set up to suit your requirements.  This help file will guide you through the different…

eDesk Mailbox Tour

Welcome to eDesk, the future of eCommerce Customer Support!   This help file will guide new eDesk users through the Mailbox and help them…

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.  

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…

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