Getting Started with DeskDirector
Pricing & Subscription Plans
Browser Support
Deskdirector - Sign up walk through
Managing your DeskDirector Subscription
Logging in to DeskDirector
Automatic Contact Creation
What is the DeskDirector Admin Portal?
What is the DeskDirector Tech Portal?
What is the DeskDirector Client Portal?
DeskDirector Roles and Permissions
Feature Configuration for PSA Integrations
Tickets & Chats
A walk through all the fields available in DeskDirector forms
Getting Started with Custom Branding
Getting Started with Custom Email Templates
Getting Started with Surveys
Notifications & Broadcasts
Getting Started with the Menu System
BiggerBrains & Learning Center
The Developer Corner
The Service Catalogue
Embedding Help Page Media
Permissions in DeskDirector
Managing Contacts
Tickets Access
User Profiles & Profile Pictures
Office Hours
Getting Started with Searching in DeskDirector
Enabling Master Admin
Get started with the DeskDirector Power Automate Connector
Using Markdown
Desktop Portal Version Differences
Managing Company Accounts
Monitoring Portal Usage
Service Radar
Release Notes
Auditing and Analytics
Tech Portal Board/Queue Access Configuration
Desktop Portal
Features
Portal Customization
Service Catalogue
Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
Dynamic Form Content
Communication
Actionable Messages for Emails
Real-Time Chats
Notifications
Email Notifications
Email Template Engine
Surveys
Broadcasts
Generative AI
DeskDirector with Generative AI
Setting up AI Service Providers
AI Assistants in DeskDirector
Custom Tools for AI Assistants
Knowledge Bases for AI Assistants
Ticket Summary for Tech Portal
Advanced
Login & Authentication
Contact & User Groups
Approvals
Task Lists
The Learning Center
Group Tags
Custom Domains
File Storage
Portal Deep Linking
Clean Tickets
Integrations
ConnectWise
ConnectWise Custom Menu Item for DeskDirector
ConnectWise
ConnectWise Quotes & Invoices
ConnectBooster
ConnectWise Sell
ConnectWise - Avoid Aggressive Notifications
AutoTask
Switching or Merging PSAs
QuoteWerks
Wise-Pay
TimeZest
BiggerBrains
OneNote Notebooks
Integrations - Frequently Asked Questions
IT Glue
Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Installing the Microsoft Teams App (Client Mode)
Installing the Microsoft Teams App (Tech Mode)
Setting up Tags for Teams Discussions (Tech)
Branding the DeskDirector Teams App
DeskDirector Teams App Notifications
User Groups Integration with Microsoft Teams
Setting up Content Security Policy (CSP)
Advanced topic: Setting up Tech & Client Mode in the same tenancy
Integrating Microsoft Teams with DeskDirector Tech Portal
Smart Alerts for Tech Users
Microsoft Power Automate
Actions
Solutions
Power Automate Template Gallery
Featured Solution: Teams Ticket Discussion
Featured Solution: Ticket Briefing
Introduction to Power Automate
Power Automate Connector - Setting up your first flow
DeskDirector Power Platform Connector Reference
DeskDirector Connector Triggers
Troubleshooting
Troubleshooting via Web Developer Tools
Desktop Portal - Common Issues
Contact & Service Agent Impersonation
Diagnose Entities Tool
DeskDirector Desktop App - Installation Issues
Troubleshooting DeskDirector Connection Issues
Login & Authentication - Common Issues
Permissions & Access - Common Issues
Tickets & Chats - Common Issues
Approvals - Common Issues
Email & Email Delivery - Common Issues
PSA Entity Syncing - Common Issues
PSA Integration - Common Issues
ConnectWise Integration - Common Issues
Autotask Integration - Common Issues
ConnectWise Audit Trail - Exporting API Logs
Microsoft Teams App - Common Issues
Contact DeskDirector Support
Security
Glossary
M
Mastering Markdown
What is Markdown? Markdown is a way to style text on the web. You control the display of the document; formatting words as bold or italic, adding images, and creating lists are just a few of the thin…
