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Getting Started with DeskDirector
DeskDirector Portals
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What is the DeskDirector Admin Portal?
What is the DeskDirector TECH Portal?
What is the DeskDirector Client Portal?
Desktop Portal
Managing Your Account
Pricing & Subscription Plans
Deskdirector - Sign up walk through
Managing your DeskDirector Subscription
Admin Essentials
Release Notes
Permissions & Feature Configuration (Tokity)
Permissions & Feature Configuration (ConnectWise/Autotask Partners)
Automatic Contact Creation
The Developer Corner
DeskDirector Features Overview
Desktop Portal Version Differences
Logging in to DeskDirector
Managing Tickets with DeskDirector
User Profiles & Profile Pictures
Office Hours
How Searching Works
Embedding Help Page Media
Get started with the DeskDirector Power Automate Connector
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Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
Dynamic Form Content
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Actionable Messages for Emails
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Email Notifications
Email Template Engine
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Generative AI
DeskDirector with Generative AI
Setting up AI Service Providers
AI Assistants in DeskDirector
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Ticket Summary for TECH Portal
Advanced
Login & Authentication
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The Learning Center
Tags
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ConnectWise
ConnectWise Custom Menu Item for DeskDirector
ConnectWise
ConnectWise Quotes & Invoices
ConnectBooster
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 Portal)
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
DeskDirector Power Platform Connector Reference
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
Archived
Solutions
Power Automate Template Gallery
Here, you can find a gallery for simple templates that you can take and use in the Power Automate environment.
Featured Solution: Teams Ticket Discussion
Teams Ticket Discussions provide a convenient way to go from DeskDirector to Teams when you need to discuss specific issues with the wider team. In this article, we provide a guide on how to get up and running with Teams ticket discussion functionality using the DeskDirector Power Automate Connector.
Featured Solution: Ticket Briefing
Ticket briefings provide a quick way to get your agents up to speed on tickets, whether it be important company details, ticket tasks, or even just reminders. Ticket briefings can be automated cleanly with the DeskDirector Power Automate Connector.
