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Transcript: OneDesk’s Saved Replies allow you to store pre-written responses to use in conversations. Saved replies can be used to answer common questions and quickly respond to customers. Saved replies can have dynamic properties which, when the reply is used, will populate automatically with information pulled from the ticket. Dynamic properties can save your support […]
To subscribe to OneDesk, you will need to pick your products, plan level, and purchase user licenses based on the number of users that will be using OneDesk. Users or ‘agents’ are those working in your company who need to use the main OneDesk app. Users are typically the ones assigned to work and respond
Free Trial, Pricing & Going Pro More
Transcript: OneDesk allows you to create tickets and tasks and gives you the ability to create workflow automation for each. Both tickets and tasks are entered into OneDesk through one of five channels: email, chat, import, manual add, or webforms. You can use OneDesk’s workflow automation tool to automate actions on both tickets and tasks.
What’s the Difference Between Tickets and Tasks? More
Transcript: OneDesk allows you to create as many unique portals or knowledgebases as you need. Here’s how to create a new portal and knowledgebase in OneDesk. Let’s create a Customer Portal first. In the bottom left corner of your screen, click the More Applications icon. From the icons list, select Administration by clicking on the
How to Create Multiple Portals/Knowledgebases More
Transcript: OneDesk gives you the ability to view tickets and tasks separately. However, if you want to see both in one view, the Items view can help you achieve that. The Items view allows you to see your tickets and tasks together so you can manage both from one location. Let’s learn how to toggle
How to See Tickets and Tasks in One View More
Transcript: If your company offers graphic design, web design, or other creative services, OneDesk helps you manage client projects, communicate smoothly with customers and track your time. When it comes to providing design and creative services for clients, OneDesk has you covered. Full-featured project planning and tracking tools include task lists, calendars, attachments, and status
OneDesk for Design & Creative Industries More
Transcript: If your company offers marketing or PR services, OneDesk helps you manage client projects, communicate easily with customers and track your time. When it comes to providing marketing and PR services for clients, OneDesk has you covered. Full-featured project planning and tracking tools include task lists, calendars, attachments, and status boards. To offer similar
OneDesk for Marketing & PR Firms More
Transcript: OneDesk software helps engineering firms manage client projects, tickets and issues in one place. When It comes to managing engineering projects for clients, OneDesk has you covered. Full-featured project planning and tracking tools include deep task hierarchies, Gantt charts, roadmaps, and dashboards. Organize projects into portfolios that represent clients, services or departments. You can
OneDesk for Engineering Firms More
Transcript: If your company offers services in banking, brokerage, mortgage insurance, or wealth management, OneDesk software helps you with client communications and service management. When it comes to managing financial services for clients, OneDesk has you covered. Full featured project planning and tracking tools include task lists, calendars, and dashboards to offer repeat services to
OneDesk for Financial Services Companies More
Transcript: If your company offers consulting for legal, HR, accounting, or other professional services, OneDesk software helps you with service management, client communications and time tracking. When it comes to managing professional services for clients. OneDesk has you covered. Full featured project planning and tracking tools include task lists, calendars and dashboards. To offer repeat
OneDesk for Consulting & Professional Services More