Desk.Com Training Module

DeskWhat is is a Customer support application. It connects customer to agents of a company with e-mail, phone calls, and social channels like Facebook and provides cloud based customer support for small to medium sized companies. Benefits of cloud based service is that you can access it anywhere if you have an internet connection and smart multimedia device like Smartphones, Tablets manages customer queries and their feedback in a very efficient way. Customer can call, send emails or can post on Facebook or Twitter for asking their queries.Lets begin with the features and setting up the for particular purposes. is divided into two parts:

  1. Agent Desktop.
  2. Admin Panel.

Agent DesktopAgent Desktop:

Lets begin with Agent Desktop

There are two types of Agent Desktop namely:

  • Classic Agent.
  • Next Gen Agent.

classic agetClassic Agent:

Gives you robust view to handle all your customers in one place across email and social channels.


Classic Agent

next gen agentNext Gen Agent:

Next Gen Agent is an little advanced interface for Agents, it gives you lightning experience interface.


Next Gen Agent

admin pannelAdmin Panel:

This panel is for Admins who can setup & Configure for your company’s specific needs.

There are different tabs on Admin panel for setting & configuration:

  • Dashboard
  • Team
  • Channels
  • Cases
  • Content
  • Apps


You can use “Dashboard” tab to view reports, widgets & filtering option is also available for viewing different cases, agents, groups, macros applied etc.


Admin Panel Dashboard


You can use “Team” tab to add new users and groups.


Team Tab

For Creating a New User > Click on > Add user and Fill the details and also you can assign that user to a particular group and can give that user a particular level of access:


Add New User

For Creating a New Group > Click on Groups > Add Group > Fill the details and also you can add the already existing user to that particular group.


Add New Group


You can set up your Mailboxes(Inbound and Outbound) by clicking on Email > Inbound Mail > Add Mailbox  and for Outbound > Click on Outbound Mailboxes and fill the details..

For Inbound Mailbox:


Inbound Mailbox

For Outbound Mailboxes:


Outbound Mailbox

You can also Enable Phone Calls:

Click on Phone and Enable “Phone Calls Enabled”


Enable Phone Call

Add your Twitter Account:

Click on Twitter and Add Twitter account


Fill your Twitter’s Username and Password:

Add your Facebook’s Account:

Click on Facebook


You can set web themes for your support center by Clicking on Channels tab > Support center > Web Themes > Add Theme.You can add header image, Header background color, text color and context color etc.

Adding Header Image and Favicon(Favorite icon):


Styling your Web:

After applying style our Support center looks like this:


You can set your Content in following manner:

Setting Company Name:

Setting Contact Details and Footer:


After editing content Your Support center will look like this (You can view your support center by clicking on “Preview” button):


You can also add custom css in “Toggle Sample CSS”.

case iconCases:

On cases tab you can do following things:

  • Filters
  • Labels
  • Macros
  • Rules
  • Cases
  • Customers
  • Companies
  • Agents
  • Integration URLs
  • Notifications
  • Customer Satisfaction


You can add filters to filter the cases based on criterias like Resolved, Unresolved cases, Unassigned cases,recently updated or all cases etc.You can create filters in following manner:

Go on Admin panel > Click on “Cases” tab > Click on “Filters” and then click “Add Filter” and fill all the information like Conditions and Permissions etc.



You can create labels to categorize cases, organize macro shortcuts into folders, and to trigger business rules.


Macros are workflows that perform multiple actions with one click.To create a Macros > Go to Admin panel > Click on Cases tab > Click on Macros > “ Add Macros”.



Rules are Configurable actions that helps automate workflows.You can specify various conditions in rules which when evaluated to be true, executes the specified action.


There are several types of Rules:

  • Inbound Interaction.
  • Outbound Interaction.
  • Case Created.
  • Case Opened.
  • Case Reopened.
  • Case Updated.
  • Case Pending.
  • Case Resolved.
  • Case Closed.
  • Time Rule.

case iconCases:

You can add Custom Fields on Cases > Click on Cases tab > Click in “Cases” in Left side panel > Click “Add custom field”.You can set Forward(These themes are used when a case is forwarded via email) and Case(Customize our theme, or create your own, to change the layout of your case fields) Themes.


You can add Custom Field on Customers records for storing additional information about you customers.You can set Theme for Customer layout.


You add Custom Fields on Companies records.You can add Theme for Company layout.You can Blacklist Domains. Domains added to the Blacklist are ignored when auto-creating companies from incoming interactions.


You can set all the setup configurations for agents.Go to Admin Panel > Click on Cases tab > Click on Agents and then set as per need.


integrationIntegration  URLs:

You can pass integration URL in which you can pass information about any case or customer to backend.


On this tab you can add Articles, Questions, Topics and Snippets.


You can install application to add some extra functionality to

Author: AJ

Share This Post On

Submit a Comment

Your email address will not be published.

× How can I help you?