How Tos

How to do specific tasks in Desk365

Updates & News

Release notes and product updates

Getting Started

Setup guides that help you get started.

How To: Export Tickets from Desk365

https://www.youtube.com/watch?v=kguvH9z2DcU Exporting tickets from your helpdesk can be a valuable way to analyze and manage customer support data. It is also helpful for creating reports, tracking ticket volume data, sharing information with other team members, and identifying areas for further improvement in your support team operations. When you export tickets

Read More »

How To: Change the order of ticket field filters

https://www.youtube.com/watch?v=NWqymvBPZv4 As most of our customers requested further improvements in the Filters option to change the order of filters displayed in the Agent Portal, we’ve gone ahead and made these changes live in the Desk365 app today to make the ‘Filters Order’ display according to your choice. How to change

Read More »

Say hello to Desk365’s new powerful text editor

We’re super excited to announce that we have launched a new text editor that you can use while replying to tickets, creating help center articles, and editing your profile signature. The new editor has powerful capabilities that makes it easy to use and customize, such as inline editing, adding tables,

Read More »

Email Domain Verification using DKIM

As a business owner or administrator, it’s important to ensure that the emails you send are secure and trusted by your recipients. One way to do this is through the use of domain keys identified mail (DKIM). DKIM is a method of verifying the authenticity and integrity of an email

Read More »

How To: Use Read Only Text Field in Desk365

https://www.youtube.com/watch?v=6XZ_6cYcJKw Using Desk365, you can create any number of custom ticket fields that can be included in ticket forms. There are ‘Default’ ticket fields like Subject, Priority, Status, Type, and more that are already part of Desk365. Other than the ‘Default’ fields you can also add customized fields that are

Read More »

How To: Change the language in the Desk365 Teams Support Bot

https://www.youtube.com/watch?v=k4jbHMU-1XI Yes, you’ve heard it right. Now, you can customize the Desk365 Teams Support Bot and make it appear in your native language. It’s now possible to change the language that you prefer in the bot, so that all items use the selected language (like ticket fields, ticket buttons). Steps

Read More »

How To: Create a Custom Role

https://www.youtube.com/watch?v=CXVSKjZczM8 Roles are used to configure how your support team members can access Desk365. For example, you may want new members of your team to just have access to view the tickets and maybe add notes to them, but not respond to support requests. Roles can be configured for different

Read More »

How To: Customize the Desk365 Teams Support Bot

Desk365 Teams Support Bot is used by your Contacts (customers/users/end-users/employees/students) to create tickets, check on statuses, and respond to agents all from within Microsoft Teams. At Desk365, we deeply listen to our customers, and we have rolled out a slew of enhancements to the Teams Support Bot this week. The

Read More »

How To: Create Custom Ticket Forms

https://www.youtube.com/watch?v=6JIk418oA_w In Desk365, you can create and use multiple custom ticket forms according to your own needs.  A ticket form is a set of predefined ticket fields for a specific service request. For example, you might need to collect different information for different workflows and having the same form for

Read More »

How To: Customize the Home Tab in Desk365

https://www.youtube.com/watch?v=XlNxe6KdXyQ&t=3s The Home Tab in Desk365 is useful to get a bird’s eye view of the overall performance of your helpdesk. Till date, this dashboard view was fixed and couldn’t be customized. But, as more customers reached out to us to add options to the Home Tab to measure different

Read More »

By using this website, you agree to our use of cookies. We use cookies to provide you with a great experience and to help our website run effectively.