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Streamline your Support with a Customized Requester Panel

2:14

Setting Up Brand-Specific Ticket Statuses

2:14

Optimize Your BoldDesk Workflow with Lookup Fields

3:15

Boost support Efficiency with Ticket Macros

6:43

Automate Support with AI-Powered Notification Templates

2:31

BoldDesk® November 2024: Live Chat & Omnichannel Updates!

13:18

Unleashing AI: Review Your Ticket Responses with AI Assist

Thoroughly reviewing responses is a critical step in handling support queries, as it ensures that every aspect of the customer’s inquiry is adequately addressed. In this video, we’ll demonstrate how to utilize BoldDesk’s AI-assist feature to review and enhance your responses.
BOOKMARK DETAILS
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[00:00] Introduction
[00:35] Use AI assist to review your responses
[01:05] Use the reviewed response
BOLDDESK
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Product overview: www.bolddesk.com/features
Enhance ticket responses with AI review in BoldDesk: support.bolddesk.com/kb/article/17497/enhance-ticket-responses-with-ai-review-in-bolddesk
Blogs: www.bolddesk.com/blogs
Get in touch: www.bolddesk.com/contact-us
SUBSCRIBE
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BoldDesk on TH-cam: www.youtube.com/@BoldDesk
SOCIAL COMMUNITIES
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LinkedIn: www.linkedin.com/showcase/bold-desk-app/
#helpdesk #artificialintelligence #aiassist

มุมมอง: 13

วีดีโอ

Streamline your Support with a Customized Requester Panel

2:14

Streamline your Support with a Customized Requester Panel

มุมมอง 139 ชั่วโมงที่ผ่านมา

Customize the requester panel in BoldDesk® to save time and streamline workflows. This video walks you through the steps to configure the requester panel, helping agents access essential customer details at a glance. Explore our video tutorial on “Setting Up Fields and Forms for Tickets, Activities, Contacts, and Contacts Groups:” th-cam.com/video/OnO8j16A1eM/w-d-xo.html BOOKMARK DETAILS [00:00...

2:14

Setting Up Brand-Specific Ticket Statuses

มุมมอง 914 ชั่วโมงที่ผ่านมา

Learn how to optimize workflows by configuring custom ticket statuses tailored to each brand's unique needs. In this video, we’ll guide you through creating, customizing, and mapping ticket statuses in BoldDesk to align with your multi-brand helpdesk operations. Explore our video tutorial on “Setting Up a Multi-Brand Portal in BoldDesk”: th-cam.com/video/ovODQJCh_SM/w-d-xo.html Explore our vide...

Optimize Your BoldDesk Workflow with Lookup Fields

3:15

Optimize Your BoldDesk Workflow with Lookup Fields

มุมมอง 3114 วันที่ผ่านมา

Unlock the full potential of lookup fields in BoldDesk® to streamline your ticketing workflows! In this video, we’ll guide you through setting up and using lookup fields effectively. Learn how to create custom dropdowns linked to agents, contacts, and contact groups, enabling precise filtering and improved data management. From tagging agents to configuring lookup fields for tickets, this tutor...

Boost support Efficiency with Ticket Macros

6:43

Boost support Efficiency with Ticket Macros

มุมมอง 4714 วันที่ผ่านมา

Whether you’re a new agent or a seasoned support manager, this video will help you understand the power of macros in BoldDesk® and how to customize them to fit your team’s needs. Watch now to master the art of simplifying ticket management and enhancing your customer support experience! BOOKMARK DETAILS [00:00] Introduction [01:14] Permission to use macros [02:12] Add private macros [02:55] Add...

Automate Support with AI-Powered Notification Templates

2:31

Automate Support with AI-Powered Notification Templates

มุมมอง 8928 วันที่ผ่านมา

Explore the power of AI in automating your support process. With AI placeholders in notifications, your customers will receive suggested solutions based on their support requests. By integrating relevant articles directly into notifications, you can empower customers to resolve their issues independently, reducing the need for direct intervention and providing faster resolutions to enhance thei...

BoldDesk® November 2024: Live Chat & Omnichannel Updates!

13:18

BoldDesk® November 2024: Live Chat & Omnichannel Updates!

มุมมอง 185หลายเดือนก่อน

Explore the latest features in BoldDesk's Live Chat and Omnichannel updates, including custom fields, CSAT surveys, and new integrations with Instagram and Twilio. Learn about enhanced security with IP blocking, message editing, and AI tools for chat. Plus, check out improved mobile app functionality and chat reports. BOOKMARK DETAILS [00:00] Introduction [00:12] Chat module and its admin setti...

20:35

BoldDesk®-Latest Updates, November 2024

มุมมอง 427หลายเดือนก่อน

Explore the Latest BoldDesk Updates! This release is packed with features designed to empower your team to deliver exceptional customer service. Watch now to discover what’s new and learn how to leverage these updates to boost productivity, enhance collaboration, and elevate customer satisfaction. BOOKMARK DETAILS [00:00] Introduction [00:21] Ticketing system updates [06:23] Customer portal upd...

BoldDesk® November 2024 Updates: Integration and Artificial Intelligence

4:57

BoldDesk® November 2024 Updates: Integration and Artificial Intelligence

มุมมอง 98หลายเดือนก่อน

Explore BoldDesk’s latest updates with powerful new integrations and AI-driven enhancements! 🚀 Effortlessly manage calls via Aircall, customer orders with WooCommerce, and payments through Stripe. Sync tasks in real-time using the Office 365 Calendar integration. Leverage AI for instant support, response reviews, and custom automated actions. These updates are designed to streamline workflows a...

2:03

Customizing the Customer Portal Theme

มุมมอง 903 หลายเดือนก่อน

This video demonstrates how to change the theme of your BoldDesk customer portal. I will show you how to apply the dark theme and customize the light mode theme’s color. BOOKMARK DETAILS [00:00] Introduction [00:28] Change the theme for the customer portal [00:55] Apply a dark theme [01:10] Customize the light theme BOLDDESK Product overview: www.bolddesk.com/features How to apply dark mode in ...

Setting up Microsoft Teams Meeting App with BoldDesk

5:06

Setting up Microsoft Teams Meeting App with BoldDesk

มุมมอง 1393 หลายเดือนก่อน

Simplify your support processes by integrating Microsoft Teams Meetings with BoldDesk. Schedule and manage Teams meetings directly from BoldDesk, streamlining your support operations. BOOKMARK DETAILS    [00:00] Introduction  [01:20] Install Microsoft Teams Meeting in BoldDesk  [03:05] Schedule meeting [04:21] Manage Microsoft Teams Meeting app   BOLDDESK     Product overview: www.bolddesk.com/...

7:49

BoldDesk + Instagram Integration

มุมมอง 1453 หลายเดือนก่อน

Unlock the power of Instagram for your support team with this video! You will learn how to easily integrate Instagram into BoldDesk’s omnichannel support system. From connecting the app to managing accounts and tracking messages, we’ve got you covered. Transform your customer support and elevate your engagement-let’s dive in! BOOKMARK DETAILS [00:00] Introduction [01:49] Instagram app integrati...

3:58

Marking Tickets as Spam

มุมมอง 1053 หลายเดือนก่อน

Learn how to manage spam tickets effectively in BoldDesk. This guide covers manual and automated methods for marking tickets as spam, using update ticket triggers, and strategies for maintaining a clean ticketing system. BOOKMARK DETAILS  [00:00] Introduction  [00:45] Manually mark tickets as spam [01:48] Mark tickets as spam using event automation [03:04] Manage the spam tickets BOLDDESK  Prod...

Customizing Activity Preferences in BoldDesk

1:58

Customizing Activity Preferences in BoldDesk

มุมมอง 353 หลายเดือนก่อน

This video demonstrates how to configure an organization’s default activity view and page count, personalize activity preferences, and sort activities. This ensures a streamlined and consistent workflow in organizations for all users. BOOKMARK DETAILS [00:00] Introduction [00:38] Customize organization-wide activity preferences [01:11] Personalize activity preferences [01:32] Sort activities BO...

3:59

Agent Portal: Ticket Module Overview

มุมมอง 1083 หลายเดือนก่อน

In this video, I'll give you an overview of the Tickets module of the agent portal. I’ll show you how agents can access and manage tickets. I’ll also show you how to work with ticket view layouts, and filter and sort tickets. BOOKMARK DETAILS [00:00] Introduction [00:30] Access tickets [00:47] View ticket details [01:44] Switch ticket layout view [02:34] Filter tickets [03:25] Sort tickets BOLD...