Install the OneDesk customer widget on your WordPress website

OneDesk provides three customer-facing apps that you can place on your website to begin interacting with your customers. The widget offers the following applications: Messenger: This application allows customers to engage in real-time conversations with agents. Portal: This application allows … Read More

Configuring your user notification preferences

When you get new tickets, a customer starts a conversation, or a co-worker adds a comment to a task, you may need to be informed. Depending on your role in the company it may be important that you are informed … Read More

Using the OneDesk messenger application to offer live chat-based support

With the latest release of OneDesk we now offer a built-in chat application that allows you to offer real-time support to your customers. This is released in beta so please go ahead and use it, but don’t forget to give … Read More

Using OneDesk’s customer-facing apps to better serve your customers.

The OneDesk Customer Apps Platform We have a big announcement! We just released our new ‘Customer Apps’ platform which allow you to deploy 3 apps to your customers (so far). Some of you may be familiar with our customer portal … Read More

How to Send a Customer Service Satisfaction Survey with OneDesk

The best way to know how well your customer service team is doing is… to ask your customers. One common way to get customer feedback is to send a follow-up survey or poll after each customer service interaction. While OneDesk … Read More

OneDesk now offers services to get you up and running.

OneDesk is generally a self-service product. This means that you can sign up for a trial account, play around with the software, ask a few questions and be up and running. We have worked hard to make this possible by … Read More

Modifying email content in OneDesk

Your OneDesk account will send out emails for a variety of reasons. This article explains the different types of email we send and how you can modify the content of these emails to better suit your needs. The email template: … Read More

How to create and use template projects in OneDesk

In many industries, it is very common to do similar projects over and over again with only a few differences each time. Over time these projects become more and more refined until they (hopefully) go off like clockwork. OneDesk supports … Read More

Working with task links, relationships and constraints

One great feature in OneDesk is the ability for it to automatically calculate the schedule for your tasks. OneDesk does this by using the critical path method (CPM). This article explains how OneDesk calculates a task’s schedule. Scheduling links between … Read More

Setting up your OneDesk to support multiple products or services

This is part of an ongoing series where I go over the basic account configurations for different types of businesses. There are many different types of companies that use OneDesk to support their customers or end-users. For each business model … Read More