OneDesk - Getting Started: Teams

OneDesk – Getting Started: Teams

Transcript: OneDesk lets you organize your internal users into Teams. Using Teams allows you to do many useful things, such as sharing projects with one or more teams of users at once or communicating with a whole team by adding … Continue Reading

OneDesk - Getting Started: Customer Organizations

OneDesk – Getting Started: Customer Organizations

Transcript: In OneDesk, your customers are grouped into customer organizations. Customer Organizations represent the companies that your customers belong to. Customer organizations group together all of the customers from a given company, allowing you to interact with them as a … Continue Reading

OneDesk - Getting Started: Project Roles & Permissions

OneDesk – Getting Started: Project Roles & Permissions

Transcript: In OneDesk, you share data with users at the project-level, allowing you to control which users get access to what projects and what roles they will have inside that project. For example, one user could be project manager in … Continue Reading

OneDesk - Getting Started: Users & Customers

OneDesk – Getting Started: Users & Customers

Transcript: OneDesk allows you to better manage and communicate with your users and customers with many helpful features. A user is someone in your company who has access to the main OneDesk account such as agents, team members, managers and … Continue Reading

OneDesk - Getting Started: Analytics

OneDesk – Getting Started: Analytics

Transcript: OneDesk offers a dedicated Analytics app that allows you to monitor data about your OneDesk. You can view different charts and sub-charts that aggregate your data and allow you to visualize information about projects, tasks, tickets, customer satisfaction, and … Continue Reading

OneDesk - Getting Started: Customer Apps

OneDesk – Getting Started: Customer Apps

Transcript: OneDesk gives you several customer-facing applications that you can put on your website, giving your customers different ways to communicate with you. These applications are housed in a website widget, which can be customized to reflect your company’s branding … Continue Reading

OneDesk - Getting Started: Integrations

OneDesk – Getting Started: Integrations

Transcript: You can integrate OneDesk’s helpdesk and project management software with many popular web applications, allowing you to centralize and optimize your work. You can use our direct integrations, connect to hundreds of apps through Zapier, make use of SSO … Continue Reading

OneDesk - Getting Started: Workflow Automations

OneDesk – Getting Started: Workflow Automations

Transcript: OneDesk allows you to create and use workflow automations to help you reduce the time you spend doing repetitive tasks and to immediately take action, even when you are offline. You can create workflow automations that can reply to … Continue Reading

OneDesk - Getting Started: Automated Bot Responses

OneDesk – Getting Started: Automated Bot Responses

Transcript: OneDesk lets you automatically respond to your customers using an automated bot. Your OneDesk bot’s appearance can be customized and can respond based on triggers you set. You can edit your bot’s appearance or set the bot avatar image … Continue Reading

OneDesk - Getting Started: Automating OneDesk

OneDesk – Getting Started: Automating OneDesk

Transcript: OneDesk allows you to automate repetitive actions and tasks, saving you and your team valuable time and taking action even when you are offline. Use workflow automations to automate ticket routing, assigning, status changes, and other updates on tickets, … Continue Reading