Mobile OneDesk Customer Experience & Settings

OneDesk provides a mobile-friendly experience for customers. Using a mobile web browser, customers can make use of any customer-facing applications: Messenger, Webforms, Knowledgebase, Tickets/Tasks Portal.

To learn about creating and configuring the Tickets/Tasks Portals, please refer to: Customer Tickets and Tasks Portal

This article is about customers (or end-users) For information on user/agent mobile experience please refer to:  Mobile User Experience

What can my customers access on mobile devices?

Customers have access to the customer applications you have enabled in OneDesk: Messenger, Webforms, Knowledgebase, and the Tickets/Tasks Portal. The Tickets/Tasks Portal allows customers to view items(tickets/tasks) by logging into the portal(s). Remember, customers access these apps from a mobile browser and not the installed iOS/Android apps.

What details can customers see in the Tickets/Tasks Portal?

What items (tickets/tasks) a customer can see corresponds to settings you have applied with the main OneDesk application.  

In your web app go to Administration → your Task/Ticket Portal’s name

By default, customers can view items they requested, are following, or are requested by other customers in their organization, and items in the project they are following. 

(Note: Customers are automatically followers on any items they have created.) 

For more detail on Ticket/Task Portal creation and configuration see: Tickets/Tasks Portal

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