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Leaving Internal Notes (video)

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

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…

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,…

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.  

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.   

How to add Order Notes and Returns Info

This help file will walk you through adding complimentary information to your orders and tickets in eDesk. Before you start   You’ll…

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.  

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 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…

Mentioning your teammates

If you need someone else in your team to help you with a ticket, all you need to do is @mention them and the ticket will appear in the Mentioned…

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.…

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…

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…

eDesk Mailbox tour

Welcome to eDesk, the future of eCommerce Customer Support! The eDesk Mailbox is where you'll view, organize, and respond to messages that arrive…

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