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Hiding irrelevant CSAT feedback in your Insights

Understanding your customer's experience has never been more important. That's why eDesk allows you to exclude irrelevant or inappropriate customer…

Resetting your eDesk password

Whether you've forgotten your password or you just want to change it, don't worry. It's a very simple and secure process! This help file…

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…

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…

Changing your login email address

Whether you've forgotten the email address you registered your account with or you just want to change it, don't worry. It's a very simple…

Adding Users

eDesk will help you improve your team's collaboration by creating user accounts for each one of your employees. This help file will guide…

Using Templates to save time

Create ready-to-go templates to help your teams deliver expert customer support in record time! eDesk can also auto-respond to customer messages…

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…

Managing Users

eDesk will help you improve your team's collaboration by creating user accounts for each one of your employees. This help file will guide…

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…

Respond faster with Snippets

Use Snippets in your customer responses to deliver fast, personal and consistent customer care. This help file will guide you through creating…

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…

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…

The Company Settings in eDesk

Company Settings allow you to optimize eDesk to meet the needs of your company and users. This help file will guide you through all the Company…

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…

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