Video Description
Transcript: In OneDesk, you have control over the appearance of your emails. You can customize the email header and signature, and set a color scheme that matches your company branding. These preferences can be set up in your Administrative settings. Click on More Applications in the bottom, select Administration, and Emails. From the tabs at […]
OneDesk – Getting Started: Email Appearance Customization More
Transcript: With OneDesk’s email management features, you are able to take control of incoming and outgoing emails. You can automatically create tickets or tasks from incoming emails Automatically and manually send email replies to customers and teammates Track which emails arrived and if they resulted in a new ticket, message or more. Monitor the emails
Transcript: In OneDesk, the website widget lets your customers easily access any of the customer applications you want. This widget sits in the corner of your website and opens up with a click. You can place all or some of your customer facing-applications in this widget and brand it to match your website color scheme
Transcript: OneDesk’s customer portal allows your customers to log in and view updates regarding their tickets, tasks, and other requests. While customers will receive updates by email, the portal provides a centralized place for them to view their tickets, submit new ones, and discuss them with you. Allowing your customers to self-serve with the customer
Transcript: In OneDesk’s Messenger, all incoming communications from your customers and team members are centralized, whether from email, live chat, or posts on articles and tickets. The OneDesk Messenger app keeps conversations organized, allowing you to view current and past conversations and to identify which ones you’re involved in. The OneDesk Messenger icon will add
Script: In OneDesk, you can create self-serve knowledgebases that contain useful information such as answer to frequently asked questions you receive from your customers. By allowing your customers to self-serve, you minimize the workload of your support team. While there is a default knowledge base in OneDesk, you can have more than just one. To
Transcript: OneDesk uses an omnichannel communication system that centralizes your conversations with team members and customers seamlessly. Use different ways to communicate with customers by email, live chat, knowledgebase, a website widget, a customer portal, and more. No matter where your customer is communicating from, you will receive all their messages, including images, links, and
Transcript: You can edit your company preferences to make your OneDesk more personalized and to configure it to work the way you do. To view and change these settings, click on the More Applications icon, then select Administration. Here, click on Company Preferences near the top. You can change your company name and logo here.
Transcript: In OneDesk, you are able to control the way you interact with and manage your customers. In the Customer Application, you can manage both customers and customer organizations. Let’s open up a customer organization’s detail panel by double-clicking on the organization name. From here we can add an email domain or multiple email domains
Transcript: As an administrator, OneDesk gives you control over your users, your emails, your workflows, your customers, and a lot more. In administrative settings, you can control many aspects of your OneDesk. Use these settings to make changes to your company preferences, configure and enable different ticket and task types, create workflow automations, manage your