Help By Screen

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Organized Help Documentation organized by app screen

Importing Email Templates into FuseDesk

If you have created an email template in Infusionsoft / Keap and you'd like to import it into FuseDesk, you can do so easily from the Email Template Editor. Head into Settings, Templates, and then Email Templates. From there, click on the Import button. You'll now see a list of all templates in your CRM [...]

Snippets

Snippets in FuseDesk allow you to quickly re-use pieces of text in chats, emails, and notes. While an Email Template or Note Template provides a complete email or note respectively, snippets are used for shorter pieces of text, for example, a commonly used URL/link, greeting, or email/chat sign off. Creating a New Snippet To create [...]

Setting Live Chat Availability Hours

FuseDesk's native Live Chat for Keap and Infusionsoft allows you to easily set live chat availability for when you want Live Chat to be online on your site. To set what hours you'd like Live Chat to be available on your site, head into your Chat Settings and create or edit a chat widget. Within [...]

How can I tell if an SMS Text Message was Delivered?

FuseDesk Chat Messages may be able to show you the delivery status of a message, i.e. if it was sent, delivered, or encountered an error during delivery. Delivery Status is only supported by some platforms and if we have delivery data, we'll show it to you in the chat view. While a message is sending [...]

The Chat Insights You Need to Delight

FuseDesk Chat (including Live Chat, SMS Text Chat, and more!) can provide you and your team with the insights you need to know to best assist your customers. These helpful bits of information are presented to you on the right hand side of your chat. When FuseDesk knows who is messaging you (for example based [...]