Video Description
Transcript: In OneDesk, you have control over the appearance of your emails. You can customize the email header and signature, and set a color scheme that matches your company branding. These preferences can be set up in your Administrative settings. Click on More Applications in the bottom, select Administration, and Emails. From the tabs at […]
OneDesk – Getting Started: Email Appearance Customization More
Transcript: With OneDesk’s email management features, you are able to take control of incoming and outgoing emails. You can automatically create tickets or tasks from incoming emails Automatically and manually send email replies to customers and teammates Track which emails arrived and if they resulted in a new ticket, message or more. Monitor the emails
Transcript: Bring OneDesk to your website. The widget can be added to your website and appears as a bubble in the corner. The widget opens up with a click, and your customers can access any of the tools you choose, including the homepage, live chat, portal, forms, and knowledgebase. You can add the widget to
Transcript: OneDesk’s Ticket Portal allows your customers to log in and view updates regarding their tickets or requests. While customers will receive updates by email, the portal provides a centralized place for them to view their tickets and discuss them with you. OneDesk also provides other customer-facing tools. Along with options like the knowledgebase and
Transcript: In OneDesk’s Messenger, all incoming communications from your customers and team members are centralized, whether from email, live chat, or posts on articles and tickets. The OneDesk Messenger app keeps conversations organized, allowing you to view current and past conversations and to identify which ones you’re involved in. The OneDesk Messenger icon will add
OneDesk includes a knowledge base that allows your customers or end-users to help themself and minimize the workload of your support team. You can provide the knowledge base to your customers by using the web widget which can be embedded on to your website. Or you can link directly to the knowledge base from wherever
Transcript: OneDesk uses an omnichannel communication system that centralizes your conversations with team members and customers seamlessly. Use different ways to communicate with customers by email, live chat, knowledgebase, a website widget, a customer portal, and more. No matter where your customer is communicating from, you will receive all their messages, including images, links, and
Transcript: You can edit your company preferences to make your OneDesk more personalized and to configure it to work the way you do. To view and change these settings, click on the More Applications icon, then select Administration. Here, click on Company Preferences near the top. You can change your company name and logo here.
Transcript: In OneDesk, you are able to control the way you interact with and manage your customers. In the Customer Application, you can manage both customers and customer organizations. Let’s open up a customer organization’s detail panel by double-clicking on the organization name. From here we can add an email domain or multiple email domains
Transcript: As an administrator, OneDesk gives you control over your users, your emails, your workflows, your customers, and a lot more. In administrative settings, you can control many aspects of your OneDesk. Use these settings to make changes to your company preferences, configure and enable different ticket and task types, create workflow automations, manage your