Desk365 Videos

Explore our collection of quick tutorial videos. Discover product features with concise, easy-to-follow tutorials designed to get you up and running in no time.

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Getting Started with Desk365: Your Modern Helpdesk Ticketing System

Desk365 is your modern helpdesk ticketing system tailored for the Microsoft 365 Workplace. In this video, we'll delve into the powerful features and...

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Quick Overview of Desk365's Agent Bot and Support Bot for Microsoft Teams

At Desk365, we value delivering exceptional customer experiences above all. That's why our Agent Bot and Support Bot seamlessly collaborate with your support team. These bots seamlessly merge with your support agents...

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Automation in Ticketing System | Desk365

Welcome to our in-depth guide on automation in ticketing systems! In this video, we explore how Desk365 leverages automation to transform...

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Mastering Helpdesk SLA Management | Desk365

Understanding and managing Helpdesk SLA Management is crucial for maintaining...

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Boost Your Ticket Response Time with Desk365's Draft with AI Feature

Discover how Desk365 empowers agents to deliver exceptional customer support with...

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How To: Add Watchers to a Ticket

Discover how our Watcher feature can improve your ticket resolution process. Watchers are integral team members who stay informed and...

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How To: Setup the Tasks to Do Automation

Streamline your task management process and boost productivity with Desk365's Tasks to Do automation. With this powerful tool...

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How To: Add Time Entries to Tickets using Automation

Desk365's Time Entries automation feature changes the way you manage tickets.....

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How To: Add Custom Ticket Types in Desk365

Custom Ticket Types allows businesses to create additional types and unique workflows within...

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How to Customize the Home Tab

The Home Tab in Desk365 is useful to get a bird’s eye view of the overall performance of your help desk. As more customers reached out to us...

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How to Customize the Create Ticket Form in Desk365

Creating tickets to raise a support request is usually the first experience your users have...

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How to Create a Custom Role

You can decide how your support team members can access Desk365. For example, let’s say you want junior support representatives to just have...

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How to Create a Custom Ticket View

Custom Views help you to organize tickets better by grouping them into lists based on a defined set of criteria. For example, you can create a...

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How to Create Custom Ticket Forms

In Desk365, you can create and use multiple custom ticket forms according to your own needs. A ticket form is a set of predefined...

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How to use Read Only Text Field in Desk365

Using Desk365, you can create any number of custom ticket fields that can be included in ticket forms.

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How to Add a Custom Ticket Status in Desk365

A support ticket will go through multiple teams and support agents during its lifecycle.

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How to configure Ticket Properties

We've improved the 'Ticket Properties' menu to show ticket fields in the order you choose, both in the Agent Portal and Teams Agent Bot.

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How To: Configure Tasks and Reminders in your helpdesk

Watch this video to learn how to configure tasks and reminders in Desk365 help desk.

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How To: Get notified every time a ticket is created in your helpdesk

Looking for a way to be notified every time a ticket is created in your help desk...

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How To: Change due date of tickets in Desk365

The ‘Due Date’ for a ticket is calculated based on the resolution time of the SLA policy...

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How To: Customize notifications sent from your helpdesk

Desk365 will send out automatic notifications to Agents and Contacts based on ticket life cycle...

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How To: Use Dropdown with Sections Field

A Dropdown with Sections field is a type of dropdown field that can be configured such that upon selection of a choice....

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How To: Customize the Create Ticket form with Nested Dropdowns

We’ve launched one more customizable ticket field to our already comprehensive list of...

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How to Change the order of ticket field filters

In response to customer requests for improved Filters options in the Agent Portal, we've...

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How To: Enable RTL Language Support

At Desk365, we understand how important it is to communicate with customers in a language they are comfortable with. That’s why we are...

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How to change the language in the Desk365 Teams Support Bot

You can customize the Desk365 Teams Support Bot and make it appear in your native...

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How To: Create tickets from Microsoft Teams messages

Do you receive messages in Teams that need to be converted to tickets? Now, ticket creation is

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How To: Configure Automation Rules that run on Time Based Triggers

Time Based Triggers allow you to automate actions based on a specific time frame.

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How To: Configure Automation Rules that run on Ticket Updates

Ticket Updates rules are like ticket creation rules, that are triggered during the ticket update...

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How To: Configure Automation Rules that run on Ticket Creation

Automation rules in Desk365 help you define a workflow with a predefined set of actions...

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How To: Use Desk365 for Multiple Groups

If you’re managing a support team and have multiple groups or departments within your organization that require...

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How To: Configure Customer Support Portal in Desk365

Giving customers fast, and immediate answers will help in improving customer satisfaction...

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How To: Configure SLAs and apply them to tickets

With Desk365, you have a great amount of flexibility in choosing the right SLAs to apply...

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How To: Track time spent on tickets

Tracking time spent on tickets is critical for any helpdesk. Desk365 makes it easy to log time spent on tickets and to report on them.

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How To: Export Tickets from Desk365

Exporting tickets from your helpdesk can be a valuable way to analyze and manage customer support data. It is also helpful for creating...

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How To: Create and Send Customer Surveys in your helpdesk

Getting timely feedback from your customers as they interact with your support team is...

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How To: Create and Use Canned Responses in Desk365

Canned Responses are predefined templates that can be quickly placed in replies to customers.