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Getting Started With Desk 365
Getting Started With Desk 365
Quick Overview of Desk365
9 Minute Demo of Desk365
Configuring Basic Helpdesk Settings in Desk365
Create your First Ticket with Desk365
Setting up Support Channels
Creating a Ticket via Email
Creating a Ticket via Support Bot
Creating a New Ticket from the Agent Portal
Creating a Ticket via Support Portal
Creating a Ticket via Web Forms/Web Widgets
Configuring your Support Team
Adding New Support Agents in Desk365
Adding Agents to the Correct Group
Using Desk365 for Multiple Groups
Setting Up Custom Roles
Automating Ticket Assignment with Round Robin
Understanding the Load-Aware Round Robin Ticket Assignment
Bringing in your Contacts to Desk365
Understanding the Accounts Tab
Creating Companies and Contacts
Create Contacts with Multiple Emails
Import Contacts and Companies to Desk365
Share Tickets with Specific Contacts Using the "Share To" Feature
Ticketing via Email
Configure custom support emails in Desk365
Setting up forwarding rules in Office 365
Email domain verification using DKIM
Troubleshoot the DKIM Unverified Status
Using original sender as Ticket Requester in Agent forwarded emails
Email Domain Verification using SPF
Troubleshoot the SPF Unverified Status
How to Whitelist Support Emails?
Troubleshooting Email Bounces
Ticketing via Teams
Support Bot - Setup guide
Using app setup policies to pin and auto-install Support Bot in Teams
Support Bot commands in Teams
Creating a Ticket via Support Bot
Agent Bot - Setup guide
Agent Bot commands in Teams
Using original Contact as Ticket Requester in Teams
Setting up your Customer Support Portal
Configuring your Customer Support Portal in Desk365
Logging into the Support Portal
Creating a Ticket via Support Portal
Setting Up a Custom Domain for your Desk365 Support Portal
Understanding Ticket Forms and Fields
Understanding ticket statuses in Desk365
Adding custom ticket types in Desk365
Customizing the Create Ticket form in Desk365
Creating custom ticket forms in Desk365
Using Dropdown with Sections field in your ticket form
Using Nested Dropdowns in your ticket form
Using Read Only Text field in Desk365
Managing the Priority Field in Ticket Forms
Payments
Configuring ACH Payment Methods for Your Desk365 Account
