Use HelpDesk

Read helpful and to-the-point articles on working with tickets, automating tasks, and managing your team. Make the most of HelpDesk features.

Work with tickets

Archive, Trash, and Spam folders

Learn how to use Archive, Trash, and Spam folders in HelpDesk to organize, categorize, and clean up your tickets for better workflow management.

Set up BIMI and VMC for your email messaging

Enhance email trust and visibility by setting up BIMI and VMC. Improve brand presence and security with these essential steps.

Attachments

Learn how to upload and manage attachments in HelpDesk tickets. Share files and information seamlessly to resolve customer issues more efficiently.

Spam list

Learn how to manage spam in HelpDesk by adding email addresses or domains to Trusted or Blocked lists. Keep your inbox organized and secure.

Create custom fields

Learn how to create custom fields in HelpDesk to add specific details to tickets, helping you manage and track customer issues more effectively.

Switch to dark mode

Learn how to switch to dark mode in HelpDesk. Experience a more comfortable viewing experience.

Differences between followers and people in the loop

Discover the differences between followers and people in the loop in HelpDesk. Learn how each role works to streamline communication in ticket handling.

Ticket dashboard guide

Learn how to manage tickets in HelpDesk using the intuitive ticket dashboard. Track, prioritize, and resolve customer issues quickly and efficiently.

Email delivery tracking

Monitor the delivery of email messages that you're sending. Learn if the message has been read by the recipient.

Ticket rating

Improve your support with a HelpDesk ticket rating, which allows you to collect customer feedback as you solve the case.

Follow the ticket

Discover how to use the ticket-following feature in HelpDesk to stay updated, track progress, and ensure timely resolution for critical issues.

Track actions in the audit log

Keep track of your team's actions with HelpDesk's audit log. View detailed system logs to maintain control and accountability.

How do my clients see the messages sent from HelpDesk?

HelpDesk converts your emails into tickets. However, the messages sent from HelpDesk look like standard emails.

Use AI text enhancements

Discover how to use AI text enhancements in HelpDesk to speed up customer responses, improve accuracy, and handle support conversations more efficiently.

How to create a ticket

A step-by-step guide on how to create a new ticket in HelpDesk. Manage your email communication in a simple ticketing system.

Use ticket language details

Automate ticket routing with HelpDesk's language detection. Identify languages and assign tickets to the right teams for accurate multilingual support.

How to delete a ticket

Learn how to permanently delete tickets from HelpDesk. Keep your workspace organized by removing unnecessary tickets and cleaning up your queue.

What are canned responses in HelpDesk

Learn how to craft predefined messages in HelpDesk. Speed up your support by having complete answers to your customers' questions at hand.

How to merge tickets

Find out how to merge multiple tickets into one in HelpDesk. Streamline communication and resolve issues faster by combining related tickets.

What are statuses

Learn how to use HelpDesk statuses to prioritize tickets and streamline support workflows, ensuring efficient and timely customer service.

How to use private notes

Use private notes in HelpDesk to exchange customer information and collaborate more efficiently with your team.

What are tags and how to use them

Use tags in HelpDesk to organize and categorize tickets efficiently. Improve searchability and streamline your support ticket management process.

Inline images

Learn how to add inline images to your HelpDesk messages and signatures. Enhance brand identity and communication with visual elements.

What are ticket priorities

Find out what ticket priorities are and how to use them in customer service. Start prioritizing your tickets and accelerate your work.

Manage undelivered tickets

Easily track and manage undelivered tickets in HelpDesk. Review issues, resend messages, and keep communication flowing. Learn how to stay on top of ticket delivery.

What’s in "All tickets"

Manage all your tickets like a pro! Discover how HelpDesk helps you track, organize, and resolve inquiries faster and smarter.

Navigating with keyboard shortcuts

Learn how to efficiently navigate HelpDesk with keyboard shortcuts. Speed up ticket management and dashboard navigation with these simple tips.

What’s in "My open tickets"

Tame your open tickets! Learn how to organize, prioritize, and resolve customer issues effortlessly with HelpDesk's powerful features.

People in the loop

Learn how to add more recipients to a HelpDesk message. Ensure proper communication and keep everyone in the loop with this feature.

What’s in "Tickets to handle"

Discover how to manage and prioritize open tickets in HelpDesk. Stay organized by viewing all unresolved tickets and ensuring timely resolution.

Record the screen in response

Learn how to record your screen in HelpDesk to enhance your responses with videos. Provide clear instructions and better customer support with visual aids.

Why are my tickets marked as Spam?

Learn why your HelpDesk tickets may be marked as spam and how to prevent this issue. Keep your ticketing system clean and organized with easy fixes.

Reports

Browse HelpDesk's extensive reports to find valuable work insights. Analyze collected customer feedback to become more marketable.

Automate your work

Advanced settings for automation rules

Create more advanced and sophisticated rules in HelpDesk.

Rule templates

Learn how to use rule templates and avoid creating automations from scratch.

Create and apply macros

FLearn how to create and apply macros in HelpDesk to automate responses, streamline ticket resolution, and boost your support team’s efficiency.

Set up auto-assignments

Optimize ticket assignments in HelpDesk with auto-assign features. Choose round-robin, random, or specific agents for better flows.

Create and manage ticket views

Speed up your workflow with HelpDesk. Learn how to save a set of filters as a custom view that you can easily access from the ticket navigation bar.

Ticket summary

Learn how to summarize multi-threaded customer conversations with a HelpDesk ticket summary. Improve communication clarity and close tickets effectively.

How to use filters

Discover how to use filters in HelpDesk to customize your ticket view. Streamline ticket management by sorting and organizing tickets with ease.

Use reply suggestions

Use AI reply suggestions with Copilot for fast, context-aware responses based on past ticket chats. Preview, edit, and send replies effortlessly.

Manage automation rules

Learn how to manage automation-based rules in HelpDesk. Set up your first automation in just 5 minutes to skyrocket your support.

Use tag suggestions

AI-powered tag suggestions help you categorize tickets instantly by recommending relevant tags to improve organization and tracking.

Manage your team

Collision detection in a ticket

Learn about ticket collision detection in HelpDesk. Prevent team overlap on tickets and enhance workflow collaboration for smoother support processes.

Roles in HelpDesk

Discover how to assign roles to HelpDesk users, manage team permissions, and enhance collaboration for more effective ticket resolution.

Create and manage agent accounts

Learn how to add agents to HelpDesk and manage their accounts. Invite your teammates to start working together on HelpDesk.

What are teams

Discover how to create and manage teams in HelpDesk. Organize your customer service structure to improve collaboration and efficiency in ticket handling.

Learn shift planning: Management and employee work scheduling

Learn shift management and employee work scheduling to optimize shift patterns and staff coverage to improve business efficiency.

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