Comprehensive Guide to Onboarding with BoldDesk
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
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Account Setup
- Log in to your BoldDesk account.
- To customize the settings for the BoldDesk agent and customer portal, adding your company details, such as name, logo, and branding preferences, please refer to the provided KB articles.
How to Customize Agent Portal Settings
How to Configure Customer Portal Settings
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Configure your support email
- Navigate to the Admin module under the email channel to customize your support email. Please refer to the articles below for more details.
How to Convert Emails to Tickets in BoldDesk
How to Configure Support Email Channel
- Navigate to the Admin module under the email channel to customize your support email. Please refer to the articles below for more details.
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How to configure ticket fields
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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.
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Set up ticket automations and workflows
- Create SLAs, automation and workflows to organize and manage tickets efficiently. Please refer to the link below.
SLA, Escalations and Reminders
- Create SLAs, automation and workflows to organize and manage tickets efficiently. Please refer to the link below.
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Configure your live chat/web form/widget
- Configure your support channels, web forms or live chat.
Live Chat
Embeddable Web Widgets and Forms
- Configure your support channels, web forms or live chat.
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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
- Connect BoldDesk with your existing tools, such as CRMs or chat platforms. Follow the integration guides provided in the BoldDesk documentation for seamless connectivity.
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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
- We have reports and analytics. You can access each of them depending on the plan that you have. Please refer to the link below.
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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.