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Configuring your eDesk Mailbox

The eDesk Mailbox is highly configurable and it's super easy to set it up to suit your requirement.  This help file will guide you through…

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…

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…

Setting up your Company details

The company details section allows you to customize and optimize eDesk to meet the needs of your company and users. This help file will guide…

The Orders tab

The Orders tab will allow you to see all of the orders placed on the marketplaces and channels you have connected to eDesk as well as their…

Creating 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.  Invoice…

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…

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…

Chat Settings

Engage your website visitors with a smooth live chat experience using the eDesk Chat Add-On.  This help file will guide you through the Widget…

How does eDesk’s Live Chat work for your customers and your team?

Customers love love love the instant results they get when you provide real-time support through Live Chat. eDesk’s Live Chat is simple to…

Website Contact Forms

We know how important it is to keep the communication lines open with your customers. That's why our Live Chat displays a Contact Form if your…

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…

Proactive Chat

Proactive Chat allows the user to trigger a pop-up on the website based on 3 conditions with the aim of stimulating engagement with their customer.    For…

Respond in one click with AI Templates

Accelerate your response time by creating your own one-click responses, using customized AI templates and the magic button.   This help…

Search Filter Download

The Search Download feature allows you to download a list of tickets generated using the filter inside the Mailbox. The columns are defined by…

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