BeDesk - Customer Support Software

Self-hosted support and helpdesk application.

Getting Started

Server Requirements
Installation
Installing addons
How to Manually Update Your Installation

Conversations

Understanding the Conversation Page
Custom Views
Conversation Statuses
Custom Attributes
Saved Replies
Table vs. Chat Inbox Layout
Feed vs. List View

Team

Teams explained
Agent profile page
Groups
Inviting agents
Notifications
Workload Management and Queues
Understanding the Reports Page

Customers

Managing Your Customers
Understanding the Customer Profile Page
Starting Conversations as Agent
Customer New Ticket Page
Customer Ticket Portal
Suspending Customers

Help Center

Help Center Explained
Using the Article Editor
Customizing Help Center

Livechat

Livechat Widget Explained
Engage Visitors Using Campaigns
Install Livechat Widget
Set up and Customize Livechat Widget
Identifying Logged-In Users in Livechat Widget
Enforcing Identity verification in Livechat Widget
Pre-chat and Post-chat Forms
Chat Page
Livechat Widget Javascript API

AI and Automation

AI Agent Overview
Choosing AI Provider
AI Agent Settings
Managing the AI Agent's Knowledge
Building AI Agent Flows
Using Tools with the AI Agent
Triggers

Email Configuration

Setup Outgoing Emails
Turn Incoming Emails Into Tickets And Replies

Integrations

Protecting Forms With Captcha
Configuring Social Login
Connecting Google Analytics
Envato Module

Settings

Language and Translations
Roles and Permissions
Themes and Colors
Managing Site Menus
General Settings
Ticket Settings
Search Settings
Authentication Settings
System Settings
Creating Custom Pages
Adding Custom Code Snippets (HTML, CSS, Javascript)
Configuring SEO Tags
Configuring GDPR Settings
Recovering a Lost Admin Password

File Uploads

Configuring File Upload Settings
Managing Uploaded Files
Storing Files on Amazon S3
Storing Files on Backblaze
Storing Files on Dropbox
How To Increase Maximum File Upload Size On The Server

Server Configuration

Automated Tasks (CRON Jobs)
Realtime Functionality Using Websockets
Primary Site Url
Verifying Site Ownership
Nginx Rules
Hosting On Windows Server IIS
Migrating To New Server
Changing File Permissions
Site Not Loading

Advanced

Modifying Source Code
Using the Logs Page