How to Add a Personal Agent Signature in BoldDesk
As an agent, you can include a personalized signature in all ticket comments and outgoing email notifications. The personalized signature can include text, images, and links. Adding a personal agent signature in BoldDesk helps ensure consistent, professional communication across all ticket replies. This guide quickly walks you through how to create and customize your signature, allowing you to present clear contact details and maintain a polished brand experience in every interaction.
If you have multiple brands, you can add a separate signature to each brand.
Checkout this video for more details.
Adding a Personal Agent Signature
To add a personal agent signature, follow the given steps:
- Go to the Personal Settings page and select the Signature tab.
- Choose the brand from the dropdown list.
- Add the signature for the selected brand. You can also insert a brand signature by using the brand placeholder.
- Click the Preview option to view the newly added signature.
- Once you click on update, this signature will be automatically added whenever you open a ticket message or forward activity comment editor.
- Personal Agent signatures are automatically included only when replying to an existing ticket. When creating a new ticket, the signature is not applied by default, as it is considered a new ticket.
You can also set a default signature that applies to all brands. Explore Setting Up a Default Agent Signature at the Brand or Organization Level
Best Practices for an Effective Agent Signature
- Keep it short and professional
- Include full name, role, and direct contact details
- Use brand‑appropriate logos
- Ensure images render well in dark/light modes
- Avoid overly large images to prevent ticket clutter
FAQs
1. Does my signature apply to all brands?
No. Signatures are brand‑specific unless you configure a default signature.
2. Why isn’t my signature visible when creating a new ticket?
BoldDesk inserts agent signatures only when replying to a ticket message or forwarding an existing ticket, and not during the creation of a new ticket.
3. Can I include images and links in my signature?
Yes. The editor supports rich text, images, and hyperlinks.
4. Can I preview my signature before enabling it?
Yes. Use the Preview button inside the Signature tab.
5. Can signatures be different for each agent?
Yes. Each agent can manage their own personal signature independently.
