Video Description
Updated Video Transcript: OneDesk comes with a built in customer portal. You can provide this to your customers to allow them to create new tickets, track their tickets, and discuss them with you. You can see your customer portal by clicking on your name, preview customer apps. This will open a new browser tab with […]
Updated Video Transcript: The OneDesk web application is the main interface for accessing your OneDesk account, but you could also use the customer apps and the mobile app. You can log into the web application on our website, www.onedesk.com. When you’re logged into the OneDesk application, you’ll see different applications are listed in this bar
Updated Video Transcript: The OneDesk Messenger provides an interface for you to communicate in real time with your customers and your teammates. You can find it by clicking this icon here. There is also a customer-facing app that you can put on your website. You can preview that here by opening this link. There’s another
Updated Video 1 Updated Video 2 Transcript: In OneDesk conversations are your discussions that you have with customers and other team members. Conversations can either be about something so attached to a ticket or a task or a project, or they can be just independent directly between you and a customer. You could find those
Updated Video Transcript: The project level selector is found in the top left area of your screen. By selecting this I can choose to focus in on any of the different levels of my project structure. For example, I can choose “all projects” and now you can see and look at all the tickets in
Updated Video Transcript: OneDesk offers many integrations for hundreds of online applications via our partnership with Zapier. With Zapier, you can create zaps which connect to different applications, zaps follow a simple formula where if something happens in application A, then the following action will happen in application B, so that the data can be
Updated Video Transcript: OneDesk allows you to hide or display certain applications on the left hand side. So for example, say you wouldn’t need the ticket’s application, you would go on their applications here and then just disabled tickets and it’ll disable the ticketing application for all users on your OneDesk plan. You can also
Updated Video Transcript: OneDesk supports single sign-on by implementing SAML version 2.0. By utilizing this you can then use your Active Directory Federation services. To enable single sign-on make sure that you have this button enabled. The OneDesk metadata URL can be found here and you can provide your metadata via the URL right here
Updated Video Transcript: Onedesk allows you to configure your default settings. For example, you can configure your item default conversation visibility. So it’s currently set on customer replies. So what this means is when we go to create a ticket or when we already have an existing ticket, and we would like to create a
Updated Videos Transcript: Onedesk offers two additional settings. One of them is the currency symbol, which allows you to change the currency so that you can work on the OneDesk with what currency you work with day to day. And the second one is the enable inline creation. Now, the way this works is that