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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…

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…

Webinar: Message Rules (video)

In this webinar, our Customer Success Team will demonstrate how online sellers use Message Rules in eDesk.  

Troubleshooting: Message Rules not working

This help file will guide you through what actions to take if your Message Rules are not working in eDesk. Before you start    You…

10 Message Rules you need to create in eDesk!

Message Rules in eDesk tell the inbox to automatically perform actions such as tagging and routing messages based on the conditions you decide.…

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…

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…

Configuring your eDesk Mailbox

The eDesk Mailbox is highly configurable and it's super easy to set it up to suit your requirement.  This help file will guide you through…

Managing your team’s permissions using roles

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…

Creating new custom roles to manage user 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…

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…

Learn to save time with automation! (video)

Watch this video and find out how you and your Team can save time with eDesk through automation!  

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…

Reduce spam and system messages in your Mailbox

Is your Mailbox filling up with unnecessary spam or system messages from your marketplaces? This help file will show you how to display only…

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