6 steps to start the #jedidesk support system

08 May 2023
#jedidesk
Author:
#jedidesk,
Content manager

Not sure where to start on #jedidesk? Let's take a look at the 6 main steps to start a support system.


Step 1: Create and embed the widget

In the Settings → Integration → Widget Settings tab, create a widget to place on your site.

Many settings are available here - from widget design to multilingualism.

👉🏻 How to create a #jedidesk Widget


Step 2: Add managers (operators)

If you have assistants, you can always add* them to #jedidesk!

👉🏻 How to add a manager (operator)

*The number of managers depends on the subscription you have chosen.


Step 3: Turn on notifications for new requests

Stay up to date with new requests without logging into the #jedidesk service.

Receive notifications and communicate with customers directly through the Telegram bot!

👉🏻 How to turn on notifications


Step 4: Setup and add chatbots

To increase the number of channels for requests, you can connect* Telegram and Viber chatbots.

👉🏻 How to create a chatbot in Telegram

👉🏻 How to create a chatbot in Viber

*Connection of chatbots depends on the subscription you have chosen.


Step 5: Add quick answers and knowledge base

Increase the efficiency of managers, save time and effort - add answer templates for the chat, a knowledge base with answers to common questions, or connect JediDesk AI:

👉🏻 How to create Quick Answers

👉🏻 How to create a knowledge base (FAQ)

👉🏻 How to configure JediDesk AI


Step 6: Accept the requests

After creating the widget and chatbots, you will receive requests in the LiveChat tab.

Click  Answer dialog  and start processing your customers' requests!

Request from a client in LiveChat

The following functionality is available here:

  • listening to voice messages
  • sending media files
  • emoji
  • text formatting in bold, italics, strikethrough
  • filling out the client's card: notes, tags, etc
  • change of manager
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