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Adding an internal note

Want to add a note to a ticket that can been seen by the rest of your team but that's hidden from your customer? We'll show you how! This…

Leaving Internal Notes (video)

You may want to add internal notes to your tickets in eDesk for reference or to help people out.  

Mentioning Agents (video)

You may want to mention your teammates in certain tickets in eDesk when you need a second opinion or if their help is required.  

Creating new tickets and external emails

Create tickets in eDesk to deliver proactive support to your customers, and keep all your correspondence together by sending external emails…

Sending emails via SMTP in eDesk

There are a variety of ways to set up a From email address in eDesk. If you want to use an email address that isn’t provided by eDesk, then…

Spotlight on Auto-Reply Templates (video)

In this video, we will talk about Auto-Reply Templates, which will help you deliver the best customer service even when out of the office.  

Ticket sharing with third parties

Ticket Sharing allows you to collaborate with third parties, such as suppliers or logistics providers, by sharing a secure link to an entire…

Spotlight on the Ticket View (video)

In this video, we will talk about the Ticket View in eDesk, which helps agents supercharge their customer service replies.  

Intro to the Mailbox - Ticket View (video)

 eDesk's powerful Ticket View allow you to consult all your order and customer information directly on your tickets, at one glance!

The eDesk Onboarding Guide

Customer support in one place, not all over the place! Get started with eDesk now!

Adding Notes on Aircall

Aircall is a cloud-based phone system built to support customer service and sales teams. It allows you to manage your inbound and outbound calls,…

Add Channel: Amazon (video)

In this video, we will demonstrate how you can easily link your Amazon account to eDesk.  

Connecting Outlook to eDesk

Connecting your Outlook account to eDesk is quick and simple using the Microsoft API. This guide walks you through the setup process.

Connecting Yahoo to eDesk

Setting up email forwarding from Yahoo to eDesk allows you to automatically send customer emails to your eDesk Mailbox for easy management. In…

Configuring your eDesk Mailbox

 The eDesk Mailbox is highly customizable, allowing you to tailor it to your specific requirements. Any changes you make will only apply to…

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