Getting Started
Set up your account and answer your first conversations.
9 guides
Getting Started
- Creating your Deskwoot accountGetting started with Deskwoot takes less than a minute. Visit deskwoot.com/signup and enter your name, email address, and a password.
- The Deskwoot app for iPhone and Android: answer customers from your phoneThe Deskwoot app for iPhone and Android: the four tabs, what you find under More, the app language, how your availability and presence work with round robin, push notifications and what you still do on the web.
- Setting up your first inboxAn inbox in Deskwoot is one communication channel: a website live chat widget, an email address, a WhatsApp number or any other supported channel.
- Inviting agents to your teamInvite teammates in Settings > Agents, manage pending invitations and agent seats, change roles and remove agents. What happens when your subscription has fewer seats than members.
- Handling your first conversationOpen a conversation, take it, reply and resolve it. The basic flow in the Deskwoot inbox, step by step.
- Understanding the dashboardThe rail on the left, the inbox panel with your folders, the compact conversation list and the open conversation with its right panel: where everything is in the Deskwoot dashboard.
- Search and jump with the command barPress Cmd+K or Ctrl+K anywhere in the dashboard to jump to a page, start a conversation or find conversations and contacts.
- Sign in to the iPhone and Android app, switch accounts and lock the appSign in to the Deskwoot app for iPhone and Android with your email and password, enter your two factor code, add several logins, lock the app with Face ID or fingerprint and what the Update required screen means.
- Set up DeskwootAfter you sign up, a guided setup prepares Fynn and your channels for your kind of business, one step at a time.
Still need help?
Fynn answers from these guides in the chat, and you can reach the team there too.