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Ramya Balakrishnan

Sync custom contact fields from Microsoft Entra ID

You can sync custom contact fields in Desk365 with user attributes from Microsoft Entra ID. This means when a user’s information is updated in Microsoft Entra ID, the corresponding contact field in Desk365 will update automatically. Note: This guide assumes that user provisioning between Microsoft Entra ID and Desk365

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Data redaction in Desk365

Data redaction is a security feature in Desk365 that automatically detects and masks sensitive information in customer communications. This includes data such as email addresses, SSN, phone, credit cards, and IP addresses that may appear in ticket subjects, descriptions, ticket replies, forwards, or notes. Once enabled, data redaction ensures that sensitive information is hidden

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Encrypted field logs in Desk365

Encrypted field logs in Desk365 help you maintain transparency, security, and compliance when handling sensitive data. With encrypted field logs, every action performed on encrypted ticket fields is recorded in one centralized place, making it easy to review who did what, when, and from

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Scheduled ticket creation in Desk365

Scheduled ticket creation allows you to automatically generate tickets in Desk365 at predefined times or intervals. This is useful for recurring operational tasks such as IT maintenance, asset health checks, compliance reviews, monthly audits, and more. Desk365 will automatically create tickets based on the

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Company and department managers

Desk365 lets you assign special roles to contacts so they can oversee and manage support tickets created by others in their organization. This is done by marking a contact as a Company Manager or a Department Manager. These roles are commonly used when a customer wants a single

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Managing contacts and companies

Managing customer information efficiently is just as important as managing support tickets. With the contact fields and company fields in Desk365, you can store richer context about the contacts and companies you support and use that data everywhere, from tickets and automation to notifications

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Language settings and multi-language support in Desk365

Desk365 lets you choose the language used in both your agent portal, support portal and Support Bot, so your team and contacts can work in a language they’re comfortable with. This article walks you through: Where to find the languages settings How to set a default

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Desk365 Premium: Setup guide

Desk365 Premium includes advanced features designed for teams that need more structure, security, and automation as they scale. You can upgrade to the Premium plan in two ways: From the Desk365 website by visiting the Pricing page and selecting the Premium plan From within

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AI Agent in Desk365

Desk365’s AI Agent helps you deliver instant, accurate, and consistent support by answering customer questions using your existing knowledge. You can train it using your knowledge base, website content, files, Q&A and then deploy one or more AI Agents across multiple channels like your

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Using custom departments in Desk365

The custom departments feature in Desk365 helps you organize support within a company by grouping contacts into departments such as HR, Finance, Sales, or IT. Departments always belong inside a company and are used to keep support requests, content, and communication well organized. Desk365 is flexible

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