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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.  

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…

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…

Assigning tickets with Round Robin

eDesk's Round Robin feature automatically assigns tickets to your Support Agents, sharing the workload across the team and maximizing efficiency. Before…

Common uses of Message Rules

Use eDesk's Message Rules to automate ticket management, giving your team more time to deliver 5 star customer support.  This help file provides…

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…

Using Message Rules in eDesk

Using as many Message Rules as possible will ensure that your customer interactions will always be handled by the right team members. It will…

Adding limited access Read-only users to your account

Sometimes people from outside your support team, such as managers and colleagues from other functions of the business might want to access eDesk…

Auto-responding to messages containing keywords

Create a Rule-Only template to auto-respond to messages based on their content. How useful!  This help file will guide you through how to…

Auto-responding during busy times

Create a rule-only template to send acknowledgements to your customers when your Support Agents are under pressure. This help file will guide…

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,…

Exploring the Ticket View

Let's take a closer look at the Ticket View, which contains all the information and tools you need to respond to your customers fast and deliver…

I've been added to an eDesk account. What do I do next?

Your business has chosen eDesk for their eCommerce Helpdesk, and an Admin user within your business has sent you an email that invites you…

Auto-responding to common queries

Create a Rule-Only template to take care of those commonly-asked questions from your customers This help file will guide you through how to…

What's a ticket in eDesk?

Understanding tickets and how they work in eDesk is key to delivering a fantastic, personal experience for your customers.  This help file…

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