GODESK ARTICLES & GUIDES

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your business needs.

Browse by communication channel or business need. Learn how to manage business calls, customer messages, sales, support, collections and team operations.

Articles & guides

25 articles and guides

Choose a channel, a business need or both. Guides can cover more than one topic.

CONTACT CENTRE BASICS

What is an omnichannel contact centre and how is it different from a call centre?

Understand how calls, WhatsApp, SMS, email and webchat work together with customer records, tickets, sales and follow-up.

Contact centre & team operationsGetting started & platform basics
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WHATSAPP FOR BUSINESS

Why WhatsApp belongs in your business communication strategy

Understand the role of WhatsApp in customer enquiries, sales and support, and how to make each conversation useful to your business.

Message campaigns & automationGetting started & platform basics
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INSIDE SALES

What is inside sales? The tools your team needs to turn enquiries into customers

Sell by phone, WhatsApp and email with lead ownership, calling campaigns, sales pipelines, quotes and planned follow-up.

Sales & quotesGetting started & platform basics
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CUSTOMER SUPPORT

Your customer has already explained the problem. Can your next agent see what happened?

Connect calls, WhatsApp, email and support tickets so each agent can see the history, own the next action and follow customer issues through to resolution.

Customer service & ticketsCRM & ERP connections
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COLLECTIONS

Collections software: manage accounts, outreach and recovery in one workflow

A practical guide for lenders, creditors and collections teams managing account assignments, customer contact, promises and payment updates.

Collections & recovery
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CLOUD PBX

Cloud PBX for offices and branches: business calls without an on-premise PBX server

Choose desk, mobile or web phones, connect your offices and use GoDesk SIP lines or your own compatible SIP provider.

Office & branch calling
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WHATSAPP FOR BUSINESS

When your business outgrows WhatsApp on a phone: what changes with GoDesk?

Understand the business value of a shared WhatsApp workspace: conversation ownership, customer history, tracked work, team continuity and management visibility.

Getting started & platform basicsContact centre & team operations
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WHATSAPP FOR BUSINESS

Better customer experience on WhatsApp starts with a team that can follow through

Give WhatsApp support requests an owner, keep the customer’s history and follow issues through to resolution with a shared team workflow.

Customer service & tickets
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WHATSAPP FOR BUSINESS

From a WhatsApp enquiry to a sale: give your team a clear next step

Connect WhatsApp enquiries to lead ownership, sales opportunities, branded quotes and planned follow-up so your team can manage the sales process.

Sales & quotes
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THE GODESK STORY

From business telephony to customer operations

How GoDesk grew from business communications into connected customer work, with context, ownership and follow-through.

Getting started & platform basics
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ISVs & DEVELOPERS

Add calling, messaging and customer workflows to your industry software

How software companies can connect their product to GoDesk without building the whole communications layer themselves.

Partners & developersCRM & ERP connections
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CRM & GODESK

I already have a CRM. Where does GoDesk fit?

Keep the CRM or ERP you use and connect customer calls, messages, agent work and follow-up where they add value.

CRM & ERP connectionsGetting started & platform basics
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CUSTOMER ENGAGEMENT

What is programmable customer engagement? Follow up after calls, leads and service events

Use configured events and rules to send acknowledgements, follow-up messages or surveys and give the next action an owner.

Message campaigns & automationSales & quotes
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MESSAGE CAMPAIGNS

Beyond bulk SMS: build message campaigns around customers and the next action

Connect SMS, WhatsApp and email outreach to customer context, configured follow-up, replies, delivery states and team responsibility.

Message campaigns & automation
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INTEGRATIONS

Connect GoDesk to your CRM or ERP: agree the records and workflows first

A practical way to plan calling, messaging and customer-work integration with the systems you already use.

CRM & ERP connections
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QUOTES & CPQ

What is CPQ? Give your sales team a faster way to prepare and share quotes

Build priced offers from your product catalogue, generate branded PDFs, share them on WhatsApp or email and track the sales opportunity.

Sales & quotesGetting started & platform basics
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CUSTOMER FEEDBACK

Customer surveys: find out whether your service is helping the people you serve

Ask for feedback after calls or resolved tickets and connect the responses to interactions, agents and customer service improvements.

Customer service & ticketsContact centre & team operations
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GETTING STARTED

Still using mobile lines and separate WhatsApp accounts? Start with shared business communication

Learn how a business number, shared channels and assigned customer work can help a growing team handle calls, messages and follow-up.

Office & branch callingContact centre & team operations
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TICKETING

From spreadsheets to ticketing: track customer issues from request to resolution

Replace an unowned list of problems with tickets, responsibilities, priorities, due targets, escalation and a record of resolution.

Customer service & ticketsGetting started & platform basics
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SALES

From website enquiry to sales follow-up: give every lead an owner and a next action

Connect form capture, assignment, calls, messages, sales opportunities and quotations in a defined process.

Sales & quotesMessage campaigns & automation
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CUSTOMER SUPPORT

Modern customer support: answer on any connected channel and keep the issue moving

Bring calls, WhatsApp, email and webchat together with ownership, knowledge, tickets, handovers and customer feedback.

Customer service & ticketsContact centre & team operations
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COLLECTIONS

A promise to pay needs an amount, a due date and a follow-up

How to organise payment promises so collectors and supervisors can distinguish a commitment from a recorded payment.

Collections & recovery
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BUSINESS PHONE BASICS

What is SIP? One business number, simultaneous calls and a better welcome

Understand SIP calling, line capacity, welcome messages, department menus, call queues and music on hold in plain language.

Office & branch callingContact centre & team operations
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SERVICE PROVIDERS

White-label GoDesk: sell PBX only or a full communications and customer operations platform

Two clear deployment choices for carriers, ITSPs and service providers building a branded customer offering.

Partners & developers
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WORKFORCE MANAGEMENT

Manage agent shifts, breaks and handover throughout the workday

Connect the planned schedule to agent availability, staffing controls and unfinished customer work.

Contact centre & team operations
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