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Agent Guide

Home Tab in Desk365

  • Understanding the home tab dashboard
  • How to enable dark mode in Desk365 helpdesk

Configuring Surveys

  • Create and send customer surveys from Desk365

Working with the Tickets List page

  • Essential functions and actions
  • Filter your tickets with Desk365
  • Understanding ticket update icons in Desk365
  • Create custom views for tickets
  • Merge duplicate tickets
  • Export tickets from Desk365
  • Import tickets to Desk365
  • Searching helpdesk tickets in Desk365
  • Archiving tickets in Desk365
  • How to add updated by and closed by columns in the ticket view
  • Configuring scheduled ticket exports in Desk365

Working with the Ticket Details page

  • Essential functions and actions
  • Mastering the reply window
  • Adding signatures in your helpdesk: Brand signature vs agent signature
  • Getting to know about Desk365’s powerful text editor
  • Right-To-Left (RTL) language support in Desk365 helpdesk
  • Track time spent on tickets in Desk365
  • Maintain a record of ticket related tasks
  • Configure ticket properties
  • Change due date of tickets in Desk365
  • Understanding the watcher feature in Desk365
  • Real-time updates and collision detection in ticketing
  • A comprehensive guide to change/approval management in Desk365
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