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The eDesk Onboarding Guide

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

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!

Spotlight on the eDesk Insights (video)

In this video, we will talk about eDesk Insights! We’ve given eDesk Dashboards a new layout and a new name to go with it.   

Intro to Message Rules (video)

eDesk's powerful Message Rules allow you to ensure your customer interactions will always be handled by the right team members. It will also…

Spotlight on Smart Tools (video)

In this video, we will talk about Smart Tools, which is the most powerful feature of eDesk.  

Setting up your Mailbox for success! (video)

Watch this video and find out all the best practices to set up your eDesk Mailbox for success!  

The 5 step guide to setting up your eDesk Mailbox

Rather than having customer messages spread across different inboxes and message centres without easy access to order information, eDesk Mailbox…

Deleting Tickets

Is your Mailbox filling up with lots of resolved tickets that take up space and are no longer relevant? This help file will show you how…

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.  

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.…

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.

Troubleshooting: eDesk Talk

eDesk Talk is a simple phone solution for small support teams to enable them to provide call support to their customers without having to invest…

Using Tags in eDesk

Tags are a great way to organize the Mailbox, giving your customer support process more structure. They allow you to categorize tickets for…

Using Invoice Templates

Stay on top of invoicing and save time by creating invoice templates that can be automatically generated for your order-related tickets. This…

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