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Adding FuseDesk Live Chat to a Webflow Site

Adding FuseDesk's Live Chat to your Webflow powered site can be done in a few ways. Configuring Your Live Chat The first step is getting your Live Chat setup. Login to your FuseDesk App and click Chat Settings under SettingsClick the green Live Chat + buttonConfigure your chat widget and settings Adding Live Chat to [...]

Workflow Grouping by Row

When you create or edit a FuseDesk Workflow, you can optionally group your cases into rows. You can group your cases by Rep, Department, Status, or Contact. Grouping your cases in a workflow allows you to further visually organize your cases. For example, if you service clients and have multiple open cases at a time [...]

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Setting up a Sales Pipeline in FuseDesk

You can easily use FuseDesk Workflows to create a Sales Pipeline for your team in just a few quick steps. Head to Workflows and click the Plus button to create a New Workflow. Name your Workflow something like "Sales Pipeline". For Column Field choose Case Tags. For View Filter you'll likely only want the Status [...]

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Custom SMTP Server for Sending Emails from FuseDesk

If you'd like to use your own SMTP server to send your outbound help desk emails from FuseDesk you can easily set that up. This allows you to send mail through your own servers, or through most third party providers like SendGrid, SparkPost, MailGun, etc. Note that sending email via SMTP requires a FuseDesk Enterprise [...]

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Amazon SES for Sending Emails from FuseDesk

If you'd like to use Amazon SES to send your outbound help desk emails from FuseDesk you can easily set that up. Note that sending email via Amazon SES requires a FuseDesk Enterprise Plan. Head to Settings and then Outbound Emailing. Select Amazon SES from the list and enter your credentials. You'll need your Amazon [...]

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Adding FuseDesk Live Chat to a Kajabi Website

Delight your customers. Convert more prospects. Add FuseDesk's Live Chat to your Kajabi Website in one of two ways. Configuring Your Live Chat The first step is getting your Live Chat setup. Login to your FuseDesk App and click Chat Settings under SettingsClick the green Live Chat + buttonConfigure your chat widget and settings Adding [...]

Setting up a Kanban Board in FuseDesk

You can easily use FuseDesk Workflows for your Kanban Board in just a few quick steps. To get started, head to Workflows and click the Plus button to create a New Workflow. Name your Workflow something like "Kanban Board". For Column Field choose Case Tags. For View Filter you'll likely only want the Status as [...]

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Using Workflows in FuseDesk

FuseDesk Workflows empower your team to easily move cases through your business processes and leverage Automations in FuseDesk. FuseDesk Workflows help you with Kanban Boards, Sales Pipelines, Client Projects, ToDo Lists, and more. Service based business moving Work Orders through a pipeline love FuseDesk Workflows. Sales organization moving prospects through a Sales Pipeline love FuseDesk [...]

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Creating a Workflow in FuseDesk

Workflows empower you and your team to organize your cases and easily move them between columns. When you create or edit a Workflow in FuseDesk, you'll start off by setting the Name for your Workflow. This will typically be something along the lines of "Sales Pipeline", "Open Work Orders", "Active Cases by Status", etc... Workflow [...]

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Configuring Automations for FuseDesk Workflows

As you move cases between columns in FuseDesk Workflows, you can configure Automations to run. At the top right of each column you may find an Automation icon. Hover over the Automation icon to see what Automations may already run for cases as they enter the column. You can also typically choose to create a [...]

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