Instead of having customer communication all over the place - customer messages scattered across separate inboxes and message centers, without the context of order data to quickly understand and resolve issues - eDesk Mailbox brings all your customer queries into one place, with related order details and conversation history.

Get set up for success and ready to make your team and customers happier with this simple 5-step eDesk setup guide.

When you have some time, pull up your eDesk dashboard in one window, and keep this guide open in another to walk step-by-step through the process.  

Don’t forget to bookmark this page, so you can easily come back to it at any time.

1. Get Connected 

The beauty of using an eCommerce helpdesk like eDesk is that it connects with all the places you sell and support, so you can quickly get all your customer data to hand, and auto-populate it in messages to reply faster (more of that in the smart snippets section in part 2).

Click here to see our list of integrations and find the one you use.

When you're ready to connect a channel, go to Settings→Mailbox Settings→Add Channel. Just click on the channel you want to connect and follow the instructions.

You can find more detailed instructions in the channel-specific guides below:

If you need any help while connecting, contact and we’ll be happy to help you out.

2. Solve tickets faster and better 

‘Tickets’ is just another way to say messages from your customers.

Now that you have connected a channel to your Mailbox, why don’t you try replying to a ticket? Psst! Try using this snippet to solve the ticket faster - ‘Hi, #consumer#’  

Pretty cool right? But wait, there's more! The features below will boost your customer support and collaboration powers. 

  1. Assign tickets 
  2. Ticket statuses
  3. Add a note
  4. @mention a colleague
  5. Snooze a conversation
  6. Use smart snippets

Tip: Invite your teammates to really see these features shine

3. Organize your Mailbox  

Tags are just like labels, they group similar tickets together.  While Tags help you to organize and structure your Mailbox, they’re also a useful starting point for automating tasks with eDesk.

So, rather than wasting hours repeatedly assigning all 'Return requests' to your colleague Phil, you can automatically tag and assign these tickets to him instead.

You’ll need to use Tags to do this, but you’ll also need to use Rules. Rules tell your Mailbox to automatically perform actions such as tagging and routing based on the conditions you decide.

1. First, you need to create a Tag. Go to SettingsSmart ToolsTags


Creating a Tag


2. Name the tag (Make it descriptive enough that someone can quickly understand its purpose), and give it a color and icon to distinguish it. 

Tip: It’s worth taking a few minutes to come up with some naming, color, and icon best practices for your business.

3. Next, you need to create a rule. Go to SettingsSmart ToolsMessage Rules

Creating an assignment rule

4. Create a rule to automatically tag tickets as they arrive in your Mailbox. If you’d like to automatically assign tickets with this tag, you can also create a rule to do so too.

Pinning tags

You can also pin your tags to your dashboard. 

These pins act like folders for your tags.

Here’s the full article on how to use tags, pins, and rules. Once you get the hang of them, they’ll save you and your team countless hours in organizing and triaging tickets.

4. Hello Automation, goodbye repetitive work

eDesk can eliminate several hours of repetitive tasks, leaving you to concentrate on the important stuff that actually needs your attention.

Automation trick number 1: Manual templates

I’m sure there are questions that customers ask you again-and-again, to the point where answering them has become mind-numbing. Manual templates can save you from typing that same response for the 100th (or 1000th) time. 

To create a template, go to Settings Smart Tools Templates Add template→ Manual Usage 


  1. Create your template here and choose the conditions under which it should be available in the inbox. 
  2. When you get one of those questions that you’ve answered a thousand times, just select the template in the reply box to deal with the ticket quickly.

Automation trick number two:  Automatically assign, change status or even reply to tickets

As mentioned earlier, Rules tell the inbox to automatically perform actions such as tagging and routing messages based on the conditions you decide.

In actual words, you can think about them as if-then instructions that you're giving eDesk:

If [condition] then [perform this action]


Creating a VIP rule


Here are just some of the ways that you can use rules:

  • If [ticket type is return] then [assign to agent x]
  • If [message subject contains ‘out of office’] then [set status to closed]
  • If [order value is greater than x] then [assign tags VIP] 

There are endless ways to up-level your inbox efficiency with rules once you get the hang of it. 

Try rules out for yourself.

5. Next-level automation: AI templates 

This is where automation gets really fun. 

AI templates are like normal manual templates except you can use them without even having to open a ticket. 


No. It’s not witchcraft. Here’s how it’s done:

When you create a manual template (outlined above) you can click on AI settings to make it available in your inbox as a 1-click response.

So say you regularly get tracking code requests, firstly you can create a template with a snippet auto-filling the tracking code. Next, go to the AI settings, and in the AI category select the ‘Tracking code request’ option and then create the template. Then, any time eDesk receives a message that it identifies as a tracking request, you’ll be able to answer the message in a single click. 

Learn more about AI templates here 

And you’re good to go!

If you’ve got any questions or need some help getting set up, don’t hesitate to get in touch. We’re always here to help.