FuseDesk Case Idle Automations are run when a case has been idle for too long. This allows you to, for example, send an automatic follow up reminder to a customer if you're looking for a reply, or automatically close a case after a certain period without any activity. Case Idle Automations require at least one [...]
In FuseDesk you can easily append an email footer / signature to all emails sent from a department. To get started, head to Departments under Settings and choose the department you'd like to edit. Under Email Footer click Add Footer to add a footer or, if you already have a footer created, click Edit Footer. [...]
If you use Gravity Forms on your WordPress site, you can easily create new FuseDesk cases from your form submissions. To get started, install our free WordPress plugin. With your FuseDesk plugin installed, activated, and configured, you'll then have a new option on your forms! From the sidebar in WordPress, click Forms. Then choose Forms [...]
Sometimes as a rep you might find yourself in a spammy chat and want to not just end the chat but prevent that user from starting another chat with you again. In FuseDesk you can easily block a user right from your Chat View. At the bottom of the chat, simply click the Block User [...]
Adding FuseDesk's Live Chat to a ClickFunnels page can help you to increase conversions by answering your prospects questions before they opt-in. Finding Your Live Chat Embed Code The first step is getting your Live Chat embed code. Login to your FuseDesk App and click Chat Settings under SettingsClick the green Live Chat + buttonConfigure your [...]
You can easily add FuseDesk's Live Chat to your website built using the GoDaddy Website Builder. 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 [...]
Adding FuseDesk's Live Chat to your CustomerHub Next Membership Site can be done in one of three 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 [...]
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 [...]
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 [...]
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 [...]
