← All trainingLEARNING PATH · AGENTS

Work your day in GoDesk

Sign in, take calls and chats, wrap up properly and keep every customer promise.

  1. Signing in and your status

    How to activate your account, sign in to your workspace, check in, take breaks and check out, and what each status means for the calls and chats that reach you.

    Read the guide
  2. Next up: your work in order

    Next up puts your call-backs, missed calls, due tickets, deals, promises and tasks in one list, most urgent first, so you always know what to do next.

    Read the guide
  3. Answering calls and wrap-up

    Use the phone in your browser to answer and make calls, see who is calling, use mute, hold, keypad and transfer, and finish each call with an outcome, notes and a call-back time when needed.

    Read the guide
  4. Chats, WhatsApp and email in the Inbox

    Handle web chat, WhatsApp, SMS and email conversations in one Inbox: claim them, reply with quick replies and knowledge articles, attach files, transfer and resolve.

    Read the guide
  5. Working on tickets

    Find your tickets, reply to customers or add internal notes, keep an eye on due times, change status and owner, and use macros and internal actions.

    Read the guide
  6. Tasks and call-backs

    Find your tasks, work through campaign call lists, keep the call-backs you promise, and record an outcome that closes each task.

    Read the guide
  7. Contacts and customer history

    Find a customer, see their conversations, tickets and deals, keep their details up to date, and work with organisations.

    Read the guide
WEBINARS FOR AGENTS

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