Account & Settings
Manage your team, roles, security and workspace settings.
20 guides
Account & Settings
- Audit logs: a history of the key actions in your workspaceAudit logs record who did what in your Deskwoot workspace: sign ins, agent invites and removals, conversation and bulk changes, refunds, integrations and MCP actions. Useful evidence for SOC 2, ISO 27001 and GDPR Article 28 reviews.
- Connect an AI agent with the MCP server (Enterprise)
- Plans and pricing: what each Deskwoot plan includesPrices, limits and features of the Hacker, Startup, Business and Enterprise plans, how AI conversations are counted, and what happens when a trial ends or you change your plan.
- Sign your DPA in your Deskwoot dashboardWrap up your GDPR Article 28 Data Processing Agreement with Deskwoot in under a minute.
- Teams: route conversations by department, language, or skillGroup agents into teams so conversations land with the right group automatically. Includes routing rules and how teams interact with auto-assignment.
- What can the Deskwoot REST API do?
- Managing agents and rolesAdministrator and Agent, the account owner, custom roles, the two personal limits Live chat and Email, removing and suspended agents, and the Team screen in the iPhone and Android app.
- Custom roles and permissionsCustom roles decide what an agent may do in your workspace. This page lists every permission in the roles editor, what the standard Agent role includes and how to give a role to an agent.
- Two-factor authenticationTwo-factor authentication adds an extra layer of security to your Deskwoot account.
- Webhook integrationsWebhooks let you send real-time event data from Deskwoot to external systems.
- Slack notificationsAdd the Deskwoot app to Slack and pick which channels get new conversations, assignments, mentions, resolved conversations, CSAT ratings and SLA breaches.
- API tokens and developer accessDeskwoot provides a REST API for programmatic access.
- Importing from ZendeskMove Zendesk tickets (archived ones included), users, organizations and your help center to Deskwoot.
- Importing from FreshdeskMove every Freshdesk ticket, contact and knowledge base article to Deskwoot. Folders that were not public stay internal.
- Deleting your accountHow to delete your Deskwoot account and what happens to your data
- Importing from IntercomMove Intercom conversations, contacts and every help center collection to Deskwoot with one access token.
- Importing from CrispMove Crisp conversations from every inbox, contacts and your knowledge base in all languages to Deskwoot.
- Importing from ChatwootMove from Chatwoot Cloud or your own Chatwoot server: conversations of every status with their original dates, contacts, rules and help center.
- After a downgrade: paused campaigns and automation rulesWhen your plan no longer includes campaigns or automation rules, Deskwoot pauses them, emails every administrator and keeps everything so you can edit or delete it.
- Working hours: go Online and Offline on a scheduleSet the hours you work, and Deskwoot switches your status to Online when they start and to Offline when they end. On the web in your profile settings and in the iPhone and Android app.
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