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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…

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…

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!

How to Read/Unread Tickets

This help file highlights the difference between tickets that have been read (physically opened) and unread by an agent.  Before you start   You’ll…

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…

Introducing AI Smart Reply: your Support team’s new best friend!

Smart Reply is an AI-powered tool that helps agents respond to customer messages faster and more accurately. It boosts response times and customer…

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…

Transforming your responses to customers with AI Composer

eDesk’s AI Composer uses ChatGPT technology to help you craft clear, professional, and engaging customer responses in seconds. It allows you…

Creating Invoice Templates

Stay on top of invoicing and save time by creating templates that you can use to automatically generate invoices for your order-related tickets.  Invoice…

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…

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…

Connecting Amazon with eDesk

Connecting your Amazon channel settings will allow your orders, messages, delivery times, returns and refund details to flow into eDesk.

AI Automation

AI Automation allows you to resolve tickets automatically with zero human interaction. There are 2 ways this can be done in eDesk:   via…

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…

Instructions and how they work for your AI

AI instructions allow users to define how the AI functions, allowing for more control over customer interactions and response content. This…

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