Organized Help Documentation organized by app screen
Want to send a scheduled email later with a delayed email reply? It's easy to do right from a case in FuseDesk! Click on the Reply tab to reply by email. Choose a template if you like. And compose your email reply. Then, instead of clicking to send now, click the dropdown arrow on the Keep Reading...
Ready to link up Twilio so you can reply to SMS chats right in FuseDesk? In FuseDesk, click into Chat Settings under Settings and then click Create New on the Twilio tile. You'll need your Account SID as well as your Auth Token both of which you can find in your Twilio Console. After you've Keep Reading...
By default, when you're viewing your list of chats, we show you unassigned and active chats. If you're looking for a recently closed chat, however, you can click on the View Recently Closed Chats link at the bottom of the chats list. This will quickly show you all chats that were recently closed!
If your team is offline and unavailable to respond to a live chat, your website visitors can optionally leave a message if you enable offline messages. If you'd like your visitors to be able to upload images with their offline message, for example a screenshot, you can let them do so. In FuseDesk, head to Keep Reading...
You can easily attach files, images, documents, and other attachments to a case in FuseDesk right from the case view. Attaching a File to a Case While viewing a case, click to Add a Note and then click Attach Files and select your files to attach. Complete your note title and body and then click Keep Reading...
Graphly can beautifully display your FuseDesk reports side by side to your other data. Connecting Graphly to FuseDesk From Graphly, simply click the gear icon in the top right, select Account, and then Sources. Click the blue Connect button next to the FuseDesk logo to connect Graphly to FuseDesk. Adding FuseDesk Reports to a Board Keep Reading...
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 Keep Reading...
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. Keep Reading...
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 Keep Reading...
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 Keep Reading...
