Organized Help Documentation organized by app screen
Connect to your customers with Instagram DM right in FuseDesk chat! To get started, in FuseDesk, head to Settings, Chat Settings. If you've already connected FuseDesk to Facebook, you can simply click to edit your Facebook settings and then click Edit Connections to configure which Instagram accounts and Facebook Pages you want to connect to Keep Reading...
Viewing Cases in FuseDesk just get a lot cleaner and easier to use! Most everything you're used to is in the exact same place with a few small changes and improvements. Case Action Updates For starters, the three main ways of corresponding with your customers and prospects are immediately accessible by clicking on either Reply Keep Reading...
Looking to quickly find the signed contract from a new customer? Wondering where that proposal is? Need to quickly listen to the voicemail on a case? You can easily see all attachments right up top when viewing a case! Above the fold, we now show you all the images, documents, audio files, and attachments that Keep Reading...
You can easily log directly into FuseDesk using Keap! Even better, if you're already logged into Keap, you don't have to enter your username and password. Simply confirm the Keap app that you're using and you'll be logged right into FuseDesk. From the login page - if your app is connected to Keap - click Keep Reading...
Some of the Case Actions you're used to finding in the middle of viewing a case have moved to the top of the page for easier access! Case Feedback has moved up top to a star icon and just like always lets you enable/disable Feedback on a case, request feedback, view ratings and feedback, and Keep Reading...
In addition to SMS and two way calling, you can use your existing Twilio numbers with WhatsApp right in FuseDesk! To get started, first setup WhatsApp in Twilio. Note that this is a multi-step process and can be a little complicated. If you need a hand, we're happy to help. Once you have created your Keep Reading...
How many of your incoming calls get through to one of your team members? How often do they go to voicemail because no team members are online or available? Now you can find out in your FuseDesk Call Disposition report! You'll find your new Call Disposition report under the Call category in Reports. Incoming calls Keep Reading...
If your team is used to organizing your cases by case priority, you can organize your cases in FuseDesk in much the same way. To assign a High, Medium, Low Priority to a case, you'll simply assign a Case Tag. You can even create your own custom Priority case tags on the fly right from Keep Reading...
As a rep, you can set yourself to be available for chat and or calls right from the sidebar in FuseDesk. Next to your name, click the Chat icon to enable or disable chat availability. Click the Phone icon to enable or disable chat availability. When unavailable for chats or calls, you won't be notified Keep Reading...
What are you website visitors most often reaching out to your team about on Live Chat? Find out in our First Question Asked report in FuseDesk. From Reports choose First Live Question Asked from under Chat reports. This will show you all messages sent by website visitors before your team responded. You then have one-click Keep Reading...
