Set up and run your GoDesk workspace

Company details, branding and business hours

Set up who you are and when you work: your company profile, logo and brand colour, country, currency and time zone, business hours schedules and holidays.

People, teams and roles

Add the people who use your workspace, send or resend their activation link, change a sign-in email, remove access, group people into teams and decide what each role can see and do.

Phone lines and the softphone

Give people a phone line, make sure their browser phone can sign in, and use the Phone line check to test a line, see recent sign-in attempts and repair a broken login.

Queues and call routing

Create queues, choose who works in them and which channels each person takes, link a queue to a phone queue so calls follow the same list, choose how calls ring, and set the targets used in queue reports.

Connecting WhatsApp, SMS, email and web chat

Connect the channels customers use to reach you, what each one needs, and how to put GoDesk web chat on your website and limit it to your own sites.

Ticket statuses, SLAs, routing and automations

Set up the stages tickets move through, the response and resolution targets you promise, escalation, routing rules for incoming conversations, the messages GoDesk sends by itself, and the call outcomes agents pick at wrap-up.

Pipelines, lead sources and QR codes

Set up your sales pipelines, connect the places leads come from (website forms, social lead ads, other systems), decide who gets each lead and what happens straight away, and print QR codes that count every scan.

Sign-in security and support access

How long sign-ins last, how passwords are changed and reset, what happens when you remove someone, where changes are recorded, and how GoDesk support can help your people with your permission.

Reports, custom reports and dashboards

The standard reports in GoDesk, how to build your own report and share it with roles, how downloads work, and how to set up dashboards and the landing page each role sees.

Modules and your plan

What is always included in GoDesk, which add-on modules your workspace can have, how plans and agent seats work, what you see when a module is not included, and how to ask for more.

Zoho and Zendesk

If you use Zoho or Zendesk, follow the integration guides to bring GoDesk calling and sync into them.

GoDesk for Zoho guides GoDesk for Zendesk guides