Video Description
Transcript: OneDesk offers a variety of features to help you better manage your team. You can find OneDesk’s Users Application by clicking on the More Applications icon and then the Users icon. Your team members, or users, are grouped according to teams, and a user can belong to more than one team. To view and […]
OneDesk – Getting Started: Agent Management More
Transcript: You can merge two or more items in OneDesk to combine the information they contain. Merging items allows you to work on them and to update the customers who requested them from one location. To merge items in OneDesk, first, check the checkboxes next to the items you want to merge. Then, click on
OneDesk – Getting Started: Merging Items More
Transcript: OneDesk’s versatile filter options allow you to customize how your work is displayed. Create and share these views to make sure you see your tickets, tasks, projects and other data in the most useful ways for the work you are doing. You can find views on the left side panel in all main OneDesk
OneDesk – Getting Started: Creating & Sharing Work Views More
Transcript: OneDesk lets you share projects with your users and teams. In OneDesk the ‘Project’ is the level that sharing occurs at, so to provide your teammates with access to a ticket, task, or other item, ensure that the project it is in is shared with them. To share a project, navigate to the Projects
OneDesk – Getting Started: Sharing with Users & Teams More
Transcript: You can create multiple timesheets at once in OneDesk, as well as run automations on your timesheets to streamline your workflow. Let’s go through how to create several timesheets at the same time, as well as an example automation for our timesheets. Creating Multiple Timesheets There are several ways to create timesheets in OneDesk,
OneDesk – Timesheets & Timesheet Automation More
Transcript: OneDesk gives you the option to enable and customize ticket and task types. It’s best practice to only use these types if you wish to configure unique workflows for each. Avoid creating multiple types if possible to reduce unnecessary complexity in your workflows. You can find these configuration options in your administrative section. Click
OneDesk – Getting Started: Item Creation & Configuration More
Transcript: OneDesk makes it easy to provide exceptional customer support with a built-in helpdesk ticketing system. Here are some helpdesk feature highlights: You can get tickets into your OneDesk in several ways: by capturing emails from your support email address, using an internal ticket creation form, customer-facing ticket forms, tickets from chat, or by importing
OneDesk – Getting Started: HelpDesk More
Transcript: You can use OneDesk’s live chat support capability to provide real-time support to your customers. You can easily add the chat widget to your website. Your customers can even paste images or attach documents to their messages. Any messages they send to you will appear in the ‘messenger’ application in OneDesk, where you can
OneDesk – Getting Started: Live Chat Support More
Transkripsjon: OneDesk Messenger gir deg et grensesnitt for å kommunisere i sanntid med kundene og lagkameratene. Du finner den ved å klikke på dette ikonet her. Det er også en kundevendt app som du kan legge på nettstedet ditt. Du kan forhåndsvise det her ved å åpne denne lenken. Det er en annen video som
OneDesk is a unique application that allows you to manage end-user support, project management, and even quoting and invoicing. Let me show you around. If you haven’t already, sign up for a free 14 day trial. Once you’ve logged in, you’ll see something that looks like this. This is the Get Started window and it