DeskDay

Jobin Johny

Basil Mathai

All settings and configurations to manage your DeskDay Account

Control Center

Configure your company profile and organization settings

Managing company locations

How to add a vanity URL and branding

Fixing “Certificate validation failed (CAA_error)”

New subscription/update subscription.

Set up your organization, customize branding, manage locations, and control your subscription.

Organization

Adding team members

Create and manage skills

Manage roles and permissions in DeskDay

Manage multi-factor authentication in DeskDay

Manage your team, control access, and enhance account security.

Team & Access

Create and manage boards

Service Level Agreements (SLAs)

Managing custom fields

Add and Manage Tags

Adding and managing checklists

Configure quality assurance rules for tickets and projects

Archive and restore tickets, projects, and announcements

Configure service desk settings to standardize, automate, and optimize service delivery

ServiceDesk

Setting up support mail

How to configure a support mail server for Microsoft

How to configure a support mail server for Google

How to configure a support mail for a custom email service provider

DeskDay template and signature variables

Creating and Managing Canned Notes

How to Customize or Create a Signature

Configure communication channels, notifications, and customer touchpoints for seamless support.

Channels & Communication

Configure notifications for tickets, projects, tasks, and integrations

How to Configure the Global Header and Footer of Emails

How to Customize a Mail Template Notification

How notifications work and how to manage them in DeskDay.

Notifications

How to update customer billing contacts and address in DeskDay

Create customer contracts and configure your billing preferences

Billing and Contracts

Contact us: support@deskday.ai

Need Assistance?

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.