1. How to use OneDesk

Mobile OneDesk: User Experience & Settings

OneDesk offers two mobile options for users. First is the iOS/Android apps available for download on each respective app store. Second, the mobile-friendly web browser-based application (referred to as Mobile-Friendly OneDesk or MFOD), which is accessible by logging in from a mobile browser. For information on the customer’s mobile experience please refer to: Mobile Customer

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OneDesk’s Two Customer Service Pop-Up Widgets Explained

OneDesk offers two pop-up widgets to choose from when embedding the OneDesk customer applications onto your website – the OneDesk Customer Widget, and the new OneDesk Widget (Beta). These widgets serve similar functions, yet there are circumstances where you may prefer to embed one onto your website over the other. Both widget options are intended

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Validation on Status Change (Prompt to Complete)

OneDesk is flexible and customizable helpdesk and project management tool, allowing for custom fields and lifecycle statuses. In this way, OneDesk can be utilized to fit many different teams and workflows. The following article discusses a helpful feature of OneDesk called ‘validation on status change.’ This feature helps your team make less errors when working

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Mobile Communication in OneDesk’s Mobile-Friendly App

The Mobile-Friendly OneDesk (MFOD, beta) provides an easy solution for communication between your users and customers. Access and respond to your conversation directly from your mobile device using the MFOD. Communicating in the Mobile-Friendly OneDesk: As a User When operating the MFOD as a user, you will send and receive messages in much the same

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Setting OneDesk Up for Serving Internal End-Users or External Customers

Whether the end-users you serve are from within your company, or whether they are external clients, OneDesk will work for you. However, you will need to configure OneDesk in slightly different ways to achieve the best workflow. This article will tell you what quick settings to make to fine-tune your setup for serving internal vs.

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Custom Analytics Dashboards for Specific Industries

The analytics dashboard in OneDesk can be used to quickly view performance indicators and relevant charts for your organization. This dashboard can be configured to easily show the charts and date ranges which are most relevant to you and your business. Accessing the Analytics Dashboard To access the analytics dashboard, head to More Applications -> Analytics

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