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Comprehensive Guide to Onboarding with BoldDesk

Updated: Jun 24, 2025

Onboarding to BoldDesk is a streamlined process designed to help you get started quickly and efficiently. This guide provides basic guidelines, tips, and best practices to ensure a smooth onboarding experience.

Steps for Onboarding

  1. Account Setup

  2. Configure your support email

  3. How to configure ticket fields

    • This describes how administrators can configure and customize the fields and form structure for tickets.
      How to Manage Fields and Forms

    • You can also configure fields for contacts and contact groups.

  4. Set up ticket automations and workflows

  5. Configure your live chat/web form/widget

  6. Integrate Tools and Applications

    • Connect BoldDesk with your existing tools, such as CRMs or chat platforms. Follow the integration guides provided in the BoldDesk documentation for seamless connectivity.
      BoldDesk Third-Party App Integrations
  7. Report and analytics

    • We have reports and analytics. You can access each of them depending on the plan that you have. Please refer to the link below.
      Analytics & Reports
  8. Support

  • Once everything is set up and tested, launch BoldDesk for your support operations.
  • Visit the BoldDesk Help Center for detailed guides and troubleshooting tips.
  • Utilize BoldDesk’s knowledge base and tutorials for additional learning resources.
  • We also have self help demos that can assist you understand the product more.

If you find a feature is not existing in your account, it could be because your subscription does not support it. Please contact the support team to get clarification and guidance for upgrading your plan.

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