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Processes

Message Rules Templates

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…

The eDesk Smart Tools

Smart Tools are eDesk’s most powerful features. They enable you to create smart workflows, route tickets and automatically reply to repetitive…

Delivery Configurations

eDesk will allow you to create delivery configurations in your account so we can calculate estimated delivery times for you. This help file…

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…

eBay Return Cases

Buyers can perform a lot of different actions whenever they placed an order on eBay: start a return or refund request, cancel their order, etc... Whenever…

Customer Snippets

eDesk’s Customer Snippets let you insert customer or order information into a message with just a couple of clicks. This help file will…

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…

Respond faster with Snippets

Use Snippets in your customer responses to deliver fast, personal and consistent customer care. This help file will guide you through creating…

Automating your Amazon Invoicing

Using eDesk, you can automatically generate invoices and credit notes for your customers using the Amazon VAT Calculation Service. These can…

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