Slack Slack is a cloud-based instant messaging platform that replaces internal communication overhead, such as emails, through chat rooms (known as channels). Each message is organized by topic, department, projects, private groups, and more into these channels enabling users to respond according to their priority. What makes Slack unique is that it promotes one-on-one team […]
Slack Integration with OneDesk More
Mailchimp is an end to end marketing platform that started as an email marketing tool alternative to the expensive email software in the early 2000s. The goal was to provide small businesses access to technological resources and tools to grow like their larger counterparts. Today, it has evolved into a robust customer relationship management system
Quickly Build your Mailchimp Audience by Integrating OneDesk More
For complete information on adding the apps to your site see: Putting the customer apps on your website. OneDesk includes a variety of Customer apps which you can put on your website to better serve your customers. These apps include the Messenger, Webforms, Knowledgebase, and Customer Portal. The easiest way to put these applications on
How to embed customer apps on your website using an iFrame More
What are Gantt charts? Gantt charts consist of horizontal bars that indicate a project’s schedule on a horizontal timeline. Each bar represents a task with the left end of the bar positioned at the start of the task, and the right end of the bar at the tasks finish. Where to find Gantt charts in
All About Gantt Charts in OneDesk More
The principles of Agile project management took root in the software development and engineering fields. There are many different methodologies (such as Scrum or Kanban) on how to implement these processes, but agile does not have to be complicated and can be applied to any field (but maybe shouldn’t be). This article aims to take
The Basics of Agile Project Management Using OneDesk More
Note: This article is outdated. See Custom Analytics Dashboards In OneDesk, dashboards are a type of ‘view’ which are displayed in the left panel and show you some useful charts and statistics about your data. You can create and save your own dashboard-views, just like you can create tree-views, card-views, Gantt-views, etc. The two kinds
Creating custom dashboards in OneDesk More
OneDesk ships with some pre-set report templates included. These let you quickly generate reports on tickets, tasks, projects, timesheets, and invoices with just a few clicks. However OneDesk also includes powerful tools to let you create your own report templates, schedule them so that they run without your interaction, and can be automatically emailed out
All About Reports in OneDesk More
In OneDesk, you can have conversations by adding messages to tickets and tasks. When you do this, the followers of those items will get your messages via an omni-channel messaging service: by email, inside the ‘messenger app’ inside OneDesk, on the live-chat widget, and by mobile push notification (coming very soon). However you can also
Direct messaging between users in OneDesk More
In OneDesk the ‘bot’ represents the Automation Engine that can do things for you and make your life easier. If you’ve spent some time in OneDesk you’ve seen the bot make automatic responses to customers who submit tickets, and replying to conversations when you are not available. As you can imagine, customers love what the
Changing the name and picture of your bot in OneDesk More
Setting up an auto-forward using Gmail / Gsuite is straightforward. Here are instructions to set up an autoforward for Gmail / Gsuite. After this is done, you will be automatically capturing emails and creating tickets and customer records in your OneDesk account. STEP 1: Retrieve your OneDesk ticket capture email address In your OneDesk account
Auto-forwarding your email to OneDesk – using Gmail / Gsuite More