OneDesk – Get Started: Ticket Portal

Transcript:

OneDesk’s Ticket Portal allows your customers to log in and view updates regarding their tickets or requests. While customers will receive updates by email, the portal provides a centralized place for them to view their tickets and discuss them with you. 

OneDesk also provides other customer-facing tools. Along with options like the knowledgebase and AI bot, the portal, can help promote self-service and minimize the questions you receive regarding updates on requests

As a OneDesk administrator, you can decide what information to share with your customers. To do this, click on the More Applications icon, select Administration, and then navigate to your Tickets Portal. 

In your portal settings, you can decide which tickets a customer can view when they log in.

Below these settings you can define which properties of the ticket are visible. You can mark these properties as ‘editable’, which means the customer can change the property after submission of the ticket. 

In the next tab, you can brand and configure the look of your portal. 

You can include your logo and change the main color and text colors to fit your brand. The dark and light mode can be changed separately and is visible depending on your device settings. 

Preview the portal from the link at the top.

If you have any questions about the ticket portal, feel free to reach out to support via live chat or at support at onedesk.com. 

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