Output Desk 71 articles
Ticket Management System with Live Chat and CRM.
On-Premises
Official documentation for Output Desk On-Premises. Includes MongoDB security, private SSL installation, Gmail App passwords, and migrating to a new server.
On-Premises Package Version Setup – Windows
On-Premises Package Version Setup for CentOS
Enable Authentication on MongoDB
Email Inbox Setup
Configuration
SSL Configuration for Localhost
Install own SSL for Secure Data Transmission
Migrating Output Desk to Other Server
Create App Password in Gmail
Ticketing System
Official help guide for Output Desk Ticketing System. Learn to set up Ticket Rules, manage SLAs, create Contact/Web Forms, and use the Internal Ticketing System.
Handling Tickets
Optimize your support workflow. Learn how to use internal notes, @mentions, ticket tagging, and forwarding to collaborate with your team in Output Desk.
Replying to Tickets & Setting Status
Assigning Tickets & Tagging
Internal Notes and @mentions
Contact Information Panel
Attaching files, Signature & Canned Response
Merging & Snoozing Tickets
Split Ticket
Forward Ticket
Adding CC or followers to Replies
Visitors
Deals with engaging your visitor and implementing chatting tricks while chatting. Official support guide for Output Desk Visitors.
Operators & Departments
Manage and organize operators and departments as well.
Manage Department
Manage Products
Manage Operators
Roles
Operators Availability & Shortcut
Lock Operator Accounts
2-Factor Authentication
Session Inactivity Timeout
CRM
Official guide for Output Desk CRM. Find help for quick setup, product management, lead tracking, deal pipelines, and CRM performance reports.
Manage Products
Quick Setup – CRM
CRM Rules
CRM Leads
CRM Deals
CRM Activities & Summary
CRM Reports
Live Chat
Integrate Output Desk Live Chat with your website.
Setting up Live Chat on your website
Customizing Chat Window
Chat Routing
Chat Rule / Action Rule
Chat Bots Using Flows
Canned Response
Ban IP of visitors
Analytics
Systematic computational analysis of data or statistics.
General Reports
Ticket Source
Operators Report
Chat Report
SLA Report
Visitor Report
CRM Analytics
Overall Report
Email Notifications
Output Desk notifications. Get help with contact introduction emails, ticket assignments, mentions, and setting up automated SLA notification triggers.
Contact Introduction Email
Ticket Creation Notification
Operator Closes the Ticket
Mention to Operator
Ticket Assigned to Operator
SLA
Integration
Integrations - Official guide to connecting Output Desk with Facebook, Instagram, and WhatsApp via Wati. Streamline your customer support by integrating third-party apps today.
Javascript API Helper
Output Desk API Helper - Use the Output Desk JavaScript API to open/close chat windows, set custom form values, and track visitor data. Perfect for advanced help desk automation and branding.
API
Official API documentation for Output Desk. Get step-by-step instructions for API Authentication, Ticket management, Contact syncing, and Auto Login setup.
Installation
Official guide for installing Output Desk on WordPress. Configure your live chat and ticketing system to improve customer support and lead management today.
Customer Portal
Official support for the Output Desk Customer Portal. Find guides on contact authentication, login procedures, and using the self-service ticketing dashboard.
