Teams | Collaboration | Customer Service | Project Management

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OneDesk - Getting Started: Project Roles & Permissions

In OneDesk, you share data with users at the project-level, allowing you to control which users get access to what projects and what roles they will have inside that project. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Customer Organizations

In OneDesk, your customers are grouped into customer organizations. Customer Organizations represent the companies that your customers belong to. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Teams

OneDesk lets you organize your internal users into Teams, allowing you to share projects with one or more teams of users at once or communicating with a whole team. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Integrations

You can integrate OneDesk’s helpdesk and project management software with many popular web applications, allowing you to centralize and optimize your work. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Customer Apps

OneDesk gives you several customer-facing applications that you can put on your website, giving your customers different ways to communicate with you. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Users & Customers

OneDesk allows you to better manage and communicate with your users and customers with many helpful features. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Automating OneDesk

OneDesk allows you to automate repetitive actions and tasks, saving you and your team valuable time and taking action even when you are offline. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Workflow Automations

OneDesk allows you to create and use workflow automations to help you reduce the time you spend doing repetitive tasks and to immediately take action, even when you are offline. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Automated Bot Responses

OneDesk lets you automatically respond to your customers using an automated bot. Your OneDesk bot’s appearance can be customized and can respond based on triggers you set. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Saved Replies

OneDesk lets you create, edit, and share saved replies, saving your team valuable time they would otherwise spend responding to repetitive questions and requests. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.