{"id":24885,"date":"2023-09-29T07:32:58","date_gmt":"2023-09-29T07:32:58","guid":{"rendered":"https:\/\/help.desk365.io\/en\/docs\/getting-started\/quick-overview-of-desk365\/quick-walkthrough-of-some-of-the-features-of-desk365\/"},"modified":"2026-03-18T17:49:17","modified_gmt":"2026-03-18T17:49:17","slug":"quick-walkthrough-of-some-of-the-features-of-desk365","status":"publish","type":"docs","link":"https:\/\/help.desk365.io\/en\/articles\/quick-demo-of-desk365\/","title":{"rendered":"Quick demo of Desk365"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"24885\" class=\"elementor elementor-24885\" data-elementor-post-type=\"docs\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8e63cd1 e-flex e-con-boxed e-con e-parent\" data-id=\"8e63cd1\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2046b79 elementor-widget elementor-widget-template\" data-id=\"2046b79\" data-element_type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"container\" data-elementor-id=\"35544\" class=\"elementor elementor-35544\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t<div class=\"elementor-element elementor-element-00eb9f3 e-flex e-con-boxed e-con e-parent\" data-id=\"00eb9f3\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9c8b655 elementor-widget elementor-widget-html\" data-id=\"9c8b655\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div style=\"display:inline-flex; align-items:center; gap:12px; padding:10px 16px; border:1px solid #D3D5E2; border-radius:10px; font-family:Roboto, sans-serif; font-size:18px; color:#444963; background:#ffffff;\">\n  <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Available with:<\/span>\n \n  <span style=\"display:inline-flex; align-items:center; gap:8px;\">\n    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"display:block;\">\n      <circle cx=\"12\" cy=\"12\" r=\"9\" stroke=\"#3F51BF\" stroke-width=\"2\"><\/circle>\n      <path d=\"M8.5 12.3L10.8 14.6L15.8 9.6\" stroke=\"#3F51BF\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path>\n    <\/svg>\n    <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Standard<\/span>\n  <\/span>\n \n  <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">|<\/span>\n \n  <span style=\"display:inline-flex; align-items:center; gap:8px;\">\n    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"display:block;\">\n      <circle cx=\"12\" cy=\"12\" r=\"9\" stroke=\"#3F51BF\" stroke-width=\"2\"><\/circle>\n      <path d=\"M8.5 12.3L10.8 14.6L15.8 9.6\" stroke=\"#3F51BF\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path>\n    <\/svg>\n    <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Plus<\/span>\n  <\/span>\n \n  <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">|<\/span>\n \n  <span style=\"display:inline-flex; align-items:center; gap:8px;\">\n    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"display:block;\">\n      <circle cx=\"12\" cy=\"12\" r=\"9\" stroke=\"#3F51BF\" stroke-width=\"2\"><\/circle>\n      <path d=\"M8.5 12.3L10.8 14.6L15.8 9.6\" stroke=\"#3F51BF\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path>\n    <\/svg>\n    <span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Premium<\/span>\n  <\/span>\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6b549a4 elementor-widget elementor-widget-text-editor\" data-id=\"6b549a4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Welcome to Desk365! <\/span><span data-contrast=\"auto\">Desk365 is an AI-powered ticketing system designed to streamline customer support across multiple channels such as email, Teams, support portals, web forms, and web widgets. Whether you&#8217;re a small business or a large enterprise, Desk365 provides your support teams with the tools needed to deliver outstanding customer service.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">This quick demo of Desk365 will walk you through the essential setup steps to get started, ensuring you can efficiently manage customer requests and deliver excellent support experience. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5a1a2ca e-flex e-con-boxed e-con e-parent\" data-id=\"5a1a2ca\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cc1fe08 elementor-widget elementor-widget-video\" data-id=\"cc1fe08\" data-element_type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/youtu.be\\\/Kkq67vfs5YY?si=flppNc3hCma_L_ih&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-12772db elementor-widget elementor-widget-heading\" data-id=\"12772db\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Home tab dashboard <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-44f0c8a e-flex e-con-boxed e-con e-parent\" data-id=\"44f0c8a\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-49d6d3a elementor-widget elementor-widget-text-editor\" data-id=\"49d6d3a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">The home tab dashboard is your starting point in Desk365, offering a complete overview of your support activity. Here, you can quickly track ticket volumes and get insights into team performance.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">For more details, visit our following guides:<\/span><\/p><ul><li><a href=\"https:\/\/help.desk365.io\/en\/articles\/customize-the-home-tab-in-desk365\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Home tab dashboard guide<\/span><\/a><\/li><li><a href=\"https:\/\/help.desk365.io\/en\/articles\/multiple-home-tab-dashboards\/\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun SCXW201376158 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW201376158 BCX0\">Creating and managing multiple home tab dashboards<\/span><\/span><\/a><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8cf635a e-flex e-con-boxed e-con e-parent\" data-id=\"8cf635a\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5bb3f33 elementor-widget elementor-widget-heading\" data-id=\"5bb3f33\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Setting up groups<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e381f18 e-flex e-con-boxed e-con e-parent\" data-id=\"e381f18\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4ed983a elementor-widget elementor-widget-text-editor\" data-id=\"4ed983a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Desk365 allows you to organize your support teams into groups. Each group can have its own identity, ticket management workflow, and agent access settings.<\/p><p>This helps ensure that tickets are routed to the right team and that agents only see requests relevant to their work.<\/p><p aria-level=\"4\"><span data-contrast=\"auto\">For more details refer to our article <\/span><a href=\"https:\/\/help.desk365.io\/en\/articles\/how-to-use-desk365-for-multiple-groups\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Using Desk365 for multiple groups<\/span><\/a><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;201341983&quot;:0,&quot;335559738&quot;:319,&quot;335559739&quot;:319,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ca98834 e-flex e-con-boxed e-con e-parent\" data-id=\"ca98834\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d877b26 elementor-widget elementor-widget-heading\" data-id=\"d877b26\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Defining business hours  <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6028079 e-flex e-con-boxed e-con e-parent\" data-id=\"6028079\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-edec33f elementor-widget elementor-widget-text-editor\" data-id=\"edec33f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Setting up your organization\u2019s <a href=\"https:\/\/help.desk365.io\/en\/articles\/configuring-multiple-business-hours-and-holiday-lists\" target=\"_blank\" rel=\"noopener\">business hours<\/a> is crucial for managing ticket response times and ensuring Service Level Agreements (SLAs) are met. Desk365 automatically tracks when agents are available and calculates due times accordingly.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">For more details refer to our articles:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p><ul><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><a href=\"https:\/\/help.desk365.io\/en\/articles\/how-to-configure-slas-and-apply-them-to-tickets\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Configuring SLAs and applying them to tickets<\/span><\/a><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:279}\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><a href=\"https:\/\/help.desk365.io\/en\/articles\/automate-ticket-assignment-with-round-robin\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Automate ticket assignment based on agent availability<\/span><\/a><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:279}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e04a86e e-flex e-con-boxed e-con e-parent\" data-id=\"e04a86e\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c9c274a elementor-widget elementor-widget-heading\" data-id=\"c9c274a\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Setting up communication channels <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-32735db e-flex e-con-boxed e-con e-parent\" data-id=\"32735db\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-01d7e02 elementor-widget elementor-widget-text-editor\" data-id=\"01d7e02\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW172662907 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW172662907 BCX0\">Desk365 supports a variety of communication channels, making it easy for customers to reach you. Start by configuring your <\/span><\/span><a class=\"Hyperlink SCXW172662907 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/creating-a-ticket-via-email\/\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Underlined SCXW172662907 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW172662907 BCX0\" data-ccp-charstyle=\"Hyperlink\">email<\/span><\/span><\/a><span class=\"TextRun SCXW172662907 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW172662907 BCX0\">, <\/span><\/span><a class=\"Hyperlink SCXW172662907 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/creating-a-ticket-via-support-portal\/\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Underlined SCXW172662907 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW172662907 BCX0\" data-ccp-charstyle=\"Hyperlink\">support portal<\/span><\/span><\/a><span class=\"TextRun SCXW172662907 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW172662907 BCX0\">, <\/span><\/span><a class=\"Hyperlink SCXW172662907 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/creating-a-ticket-via-web-forms-web-widgets\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"TextRun Underlined SCXW172662907 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW172662907 BCX0\" data-ccp-charstyle=\"Hyperlink\">web <\/span><span class=\"NormalTextRun SCXW172662907 BCX0\" data-ccp-charstyle=\"Hyperlink\">form and web <\/span><span class=\"NormalTextRun SCXW172662907 BCX0\" data-ccp-charstyle=\"Hyperlink\">widgets<\/span><\/span><\/a><span class=\"TextRun SCXW172662907 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW172662907 BCX0\">, and<\/span><\/span> <a class=\"Hyperlink SCXW172662907 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/support-bot-setup-guide\/\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Underlined SCXW172662907 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW172662907 BCX0\" data-ccp-charstyle=\"Hyperlink\">Microsoft Teams<\/span><span class=\"NormalTextRun SCXW172662907 BCX0\" data-ccp-charstyle=\"Hyperlink\">.<\/span><\/span><\/a><span class=\"TextRun SCXW172662907 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW172662907 BCX0\">\u00a0<\/span><\/span><span class=\"EOP SCXW172662907 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e4ad443 e-flex e-con-boxed e-con e-parent\" data-id=\"e4ad443\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-154f041 elementor-widget elementor-widget-heading\" data-id=\"154f041\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Customizing ticket fields and forms <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8f11df2 e-flex e-con-boxed e-con e-parent\" data-id=\"8f11df2\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7564638 elementor-widget elementor-widget-text-editor\" data-id=\"7564638\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><a class=\"Hyperlink SCXW226365512 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/customizing-the-create-ticket-form-in-desk365\/\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Underlined SCXW226365512 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW226365512 BCX0\" data-ccp-charstyle=\"Hyperlink\">Customizing your ticket forms<\/span><\/span><\/a><span class=\"TextRun SCXW226365512 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"> <span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW226365512 BCX0\">in Desk365<\/span><span class=\"NormalTextRun SCXW226365512 BCX0\"> allows you to capture the information that is most relevant to your support process. Desk365 supports custom ticket fields, such as <\/span><\/span><a class=\"Hyperlink SCXW226365512 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/using-dropdown-with-sections-field-in-your-ticket-form\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"TextRun Underlined SCXW226365512 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW226365512 BCX0\" data-ccp-charstyle=\"Hyperlink\">dropdown menus<\/span><\/span><\/a><span class=\"TextRun SCXW226365512 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW226365512 BCX0\">, <\/span><\/span><a class=\"Hyperlink SCXW226365512 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/using-nested-dropdowns-in-your-ticket-form\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"TextRun Underlined SCXW226365512 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW226365512 BCX0\" data-ccp-charstyle=\"Hyperlink\">nested sections<\/span><\/span><\/a><span class=\"TextRun SCXW226365512 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW226365512 BCX0\">, and <\/span><\/span><a class=\"Hyperlink SCXW226365512 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/using-read-only-text-field-in-desk365\/\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Underlined SCXW226365512 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW226365512 BCX0\" data-ccp-charstyle=\"Hyperlink\">read-only <\/span><span class=\"NormalTextRun SCXW226365512 BCX0\" data-ccp-charstyle=\"Hyperlink\">text <\/span><span class=\"NormalTextRun SCXW226365512 BCX0\" data-ccp-charstyle=\"Hyperlink\">fields<\/span><\/span><\/a><span class=\"TextRun SCXW226365512 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW226365512 BCX0\">.<\/span><\/span><span class=\"EOP SCXW226365512 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8f98224 e-flex e-con-boxed e-con e-parent\" data-id=\"8f98224\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2475dee elementor-widget elementor-widget-heading\" data-id=\"2475dee\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Managing users, roles, and permissions <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c811fd7 e-flex e-con-boxed e-con e-parent\" data-id=\"c811fd7\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a0bcfc7 elementor-widget elementor-widget-text-editor\" data-id=\"a0bcfc7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Before adding your support agents to Desk365, define user roles and permissions to control what each agent can access. By configuring profiles and data-sharing rules, you can ensure data security and maintain compliance with internal policies.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Read in detail about <\/span><a href=\"https:\/\/help.desk365.io\/en\/articles\/setting-up-custom-roles\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Setting up custom roles<\/span><\/a><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5946549 e-flex e-con-boxed e-con e-parent\" data-id=\"5946549\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-96db6cf elementor-widget elementor-widget-heading\" data-id=\"96db6cf\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Setting up notifications <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-02c60b1 e-flex e-con-boxed e-con e-parent\" data-id=\"02c60b1\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-df90338 elementor-widget elementor-widget-text-editor\" data-id=\"df90338\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Stay on top of your support tasks by configuring notifications for both agents and customers. Desk365\u2019s notification rules ensure that no ticket or customer query goes unanswered.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">For more information, refer to our articles:<\/span><\/p><ul><li><a href=\"https:\/\/help.desk365.io\/en\/collections\/notifications\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Configuring notifications in Desk365.<\/span><\/a><\/li><li><a class=\"Hyperlink SCXW10896731 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/real-time-updates-and-collision-detection\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Highlight Underlined SCXW10896731 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW10896731 BCX0\" data-ccp-charstyle=\"Hyperlink\">Real-Time Updates and Collision Detection in Ticketing<\/span><\/span><\/a><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-13b2e6b e-flex e-con-boxed e-con e-parent\" data-id=\"13b2e6b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2375974 elementor-widget elementor-widget-heading\" data-id=\"2375974\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Automating ticket assignment <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c55faa8 e-flex e-con-boxed e-con e-parent\" data-id=\"c55faa8\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e69be90 elementor-widget elementor-widget-text-editor\" data-id=\"e69be90\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Automating ticket assignment ensures that customer queries are routed to the right agent without delay. Desk365 offers round-robin assignment and automations to configure workflow rules to streamline the process.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">For detailed information see <\/span><a href=\"https:\/\/help.desk365.io\/en\/collections\/automations\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">How to configure workflow rules<\/span><\/a><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-37ad2bf e-flex e-con-boxed e-con e-parent\" data-id=\"37ad2bf\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-20399ad elementor-widget elementor-widget-heading\" data-id=\"20399ad\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">AI for ticketing<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f18a6a0 e-flex e-con-boxed e-con e-parent\" data-id=\"f18a6a0\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-076e031 elementor-widget elementor-widget-text-editor\" data-id=\"076e031\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Desk365 leverages artificial intelligence to enhance ticketing efficiency and streamline customer support. AI-powered ticketing features include:<\/p><ul><li><strong>Desk365 AI Agent:<\/strong> A configurable AI assistant that delivers instant, accurate support using your knowledge base, website content, files, and Q&amp;A. Deploy it across your website and support portal, enable automatic ticket escalation, and track performance with built-in analytics and credit-based usage.<\/li><li><strong>Generate KB Article:<\/strong> AI can draft knowledge base articles based on ticket conversations, saving time on documentation.<\/li><li><strong>Summarize Ticket:<\/strong> AI can generate concise ticket summaries for faster agent review and response.<\/li><li><strong>Draft with AI:<\/strong> AI-assisted ticket drafting helps agents craft professional and accurate responses quickly.<\/li><\/ul><p>For more details, visit <a href=\"https:\/\/help.desk365.io\/en\/collections\/ai-for-ticketing\/\" target=\"_blank\" rel=\"noopener\">AI for Ticketing<\/a>.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5656f10 e-flex e-con-boxed e-con e-parent\" data-id=\"5656f10\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1373c6e elementor-widget elementor-widget-heading\" data-id=\"1373c6e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Rebranding your Desk365 account <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ac488ea e-flex e-con-boxed e-con e-parent\" data-id=\"ac488ea\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7331906 elementor-widget elementor-widget-text-editor\" data-id=\"7331906\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">To align Desk365 with your company&#8217;s identity, you can customize the platform by <\/span><a href=\"https:\/\/help.desk365.io\/en\/articles\/how-to-configure-customer-support-portal\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"auto\">adding your company&#8217;s logo, setting a unique portal name<\/span><\/a><span data-contrast=\"auto\">, and <\/span><a href=\"https:\/\/help.desk365.io\/en\/articles\/setting-up-custom-domain-for-support-portal\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"auto\">mapping your domain to Desk365\u2019s support portal<\/span><\/a><span data-contrast=\"auto\">. Desk365 allows for <\/span><a href=\"https:\/\/help.desk365.io\/en\/articles\/multi-brand-knowledge-base\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"auto\">multi-branding<\/span><\/a><span data-contrast=\"auto\">, enabling different help centers for distinct brands or product lines within your organization.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1b38ef3 e-flex e-con-boxed e-con e-parent\" data-id=\"1b38ef3\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a9ae668 elementor-widget elementor-widget-heading\" data-id=\"a9ae668\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Importing your contacts and data <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6e89a73 e-flex e-con-boxed e-con e-parent\" data-id=\"6e89a73\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bf2fe11 elementor-widget elementor-widget-text-editor\" data-id=\"bf2fe11\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW100894971 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW100894971 BCX0\">Desk365 allows you to <\/span><\/span><a class=\"Hyperlink SCXW100894971 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/import-tickets\/\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Underlined SCXW100894971 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW100894971 BCX0\" data-ccp-charstyle=\"Hyperlink\">import<\/span> <span class=\"NormalTextRun SCXW100894971 BCX0\" data-ccp-charstyle=\"Hyperlink\">support tickets<\/span><\/span><\/a><span class=\"TextRun SCXW100894971 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW100894971 BCX0\">,<\/span> <\/span><a class=\"Hyperlink SCXW100894971 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/import-contacts\/\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Underlined SCXW100894971 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW100894971 BCX0\" data-ccp-charstyle=\"Hyperlink\">c<\/span><span class=\"NormalTextRun SCXW100894971 BCX0\" data-ccp-charstyle=\"Hyperlink\">ontact<\/span><span class=\"NormalTextRun SCXW100894971 BCX0\" data-ccp-charstyle=\"Hyperlink\">s<\/span> <span class=\"NormalTextRun SCXW100894971 BCX0\" data-ccp-charstyle=\"Hyperlink\">and companies<\/span><\/span><\/a><span class=\"TextRun SCXW100894971 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW100894971 BCX0\"> into your helpdesk system. This step is crucial if<\/span> <span class=\"NormalTextRun SCXW100894971 BCX0\">y<\/span><span class=\"NormalTextRun SCXW100894971 BCX0\">ou\u2019r<\/span><span class=\"NormalTextRun SCXW100894971 BCX0\">e<\/span> <span class=\"NormalTextRun SCXW100894971 BCX0\">migrating from another helpdesk solution.<\/span><\/span><span class=\"EOP SCXW100894971 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-13f34a7 e-flex e-con-boxed e-con e-parent\" data-id=\"13f34a7\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5e52c7b elementor-widget elementor-widget-heading\" data-id=\"5e52c7b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Setting up your knowledge base <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-010dcc5 e-flex e-con-boxed e-con e-parent\" data-id=\"010dcc5\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-52d17c4 elementor-widget elementor-widget-text-editor\" data-id=\"52d17c4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">A well-organized knowledge base allows your customers to find answers to common questions without needing to submit a ticket. Desk365 provides customizable options for setting up self-service articles.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Learn more at <\/span><a href=\"https:\/\/help.desk365.io\/en\/collections\/self-service\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Building your knowledge base in Desk365.<\/span><\/a><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9dba76e e-flex e-con-boxed e-con e-parent\" data-id=\"9dba76e\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a8e36bc elementor-widget elementor-widget-heading\" data-id=\"a8e36bc\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Reporting and analytics<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-81a9e2e e-flex e-con-boxed e-con e-parent\" data-id=\"81a9e2e\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a8aec8e elementor-widget elementor-widget-text-editor\" data-id=\"a8aec8e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW132548502 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW132548502 BCX0\">Desk365 comes equipped with powerful reporting tools to help you <\/span><span class=\"NormalTextRun SCXW132548502 BCX0\">monitor<\/span><span class=\"NormalTextRun SCXW132548502 BCX0\"> your support team\u2019s performance. Use built-in reports to track <\/span><\/span><a class=\"Hyperlink SCXW132548502 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/ticket-trends-report-in-desk365\/\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Underlined SCXW132548502 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW132548502 BCX0\" data-ccp-charstyle=\"Hyperlink\">ticket trends<\/span><\/span><\/a><span class=\"TextRun SCXW132548502 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW132548502 BCX0\">, <\/span><\/span><a class=\"Hyperlink SCXW132548502 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/productivity-reports-in-desk365\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"TextRun Underlined SCXW132548502 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW132548502 BCX0\" data-ccp-charstyle=\"Hyperlink\">agent productivity<\/span><\/span><\/a><span class=\"TextRun SCXW132548502 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW132548502 BCX0\">, and <\/span><\/span><a class=\"Hyperlink SCXW132548502 BCX0\" href=\"https:\/\/help.desk365.io\/en\/articles\/surveys-report-in-desk365\/\" target=\"_blank\" rel=\"noopener\"><span class=\"TextRun Underlined SCXW132548502 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW132548502 BCX0\" data-ccp-charstyle=\"Hyperlink\">customer satisfaction<\/span><\/span><\/a><span class=\"TextRun SCXW132548502 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW132548502 BCX0\">.<\/span><\/span><span class=\"EOP SCXW132548502 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d38f38e e-flex e-con-boxed e-con e-parent\" data-id=\"d38f38e\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3d96f9c elementor-widget elementor-widget-heading\" data-id=\"3d96f9c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Next steps <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-70c496a e-flex e-con-boxed e-con e-parent\" data-id=\"70c496a\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b8f501a elementor-widget elementor-widget-text-editor\" data-id=\"b8f501a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Once you\u2019ve completed these setup steps, your Desk365 account will be fully operational, and you can begin delivering efficient customer support. There\u2019s much more to explore within Desk365, including advanced automation, integrations with third-party apps, and comprehensive security features.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Start by familiarizing your agents with the <\/span><a href=\"https:\/\/help.desk365.io\/en\/collections\/agent-guide\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">agent portal<\/span><\/a><span data-contrast=\"auto\"> and leverage Desk365\u2019s robust tools to enhance your customer support workflows.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Desk365 offers a full range of features to support both agents and customers, including omnichannel support, customizable workflows, and detailed reporting. By setting up these essential components, your helpdesk will be ready to manage customer inquiries and provide high-quality support right from day one.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:279}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"author":5,"featured_media":0,"parent":20680,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-24885","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/24885","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/comments?post=24885"}],"version-history":[{"count":69,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/24885\/revisions"}],"predecessor-version":[{"id":35655,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/24885\/revisions\/35655"}],"up":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/20680"}],"next":[{"title":"Configuring basic helpdesk settings in Desk365","link":"https:\/\/help.desk365.io\/en\/articles\/configuring-basic-helpdesk-settings\/","href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/20748"}],"wp:attachment":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/media?parent=24885"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/doc_tag?post=24885"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}