Features
Portal Customization
In these articles, we cover how you can customize your Client & Tech portal experience for end users. This includes branding, custom menus for users to extend DeskDirector's functionality with your own custom integrations, and macros to speed up your workflow.
Service Catalogue
This is where you manage Service Types and Service Groups. This set of articles explains what can be done in the Portal > Sevice Types and Portal > Service Groups tabs in the DeskDirector admin console.
Forms
This is where you manage Forms. These set of articles explain what can be done in the Portal > Forms tab in the DeskDirector admin console.
Communication
In these articles, we dive into how DeskDirector can best smooth out the process of communicating between your service agents and end users, whether it be through notifications, email, or even real-time chat.
Generative AI
Generative AI in DeskDirector allows you to save on engineer hours while giving your customers a better experience.
Advanced
The articles here are for more advanced features, extension, functionalities, guides for DeskDirector. If you want to get your hands dirty, you came to the right place!
Login & Authentication
Here we discuss the various login and authentication options in DeskDirector. This includes how to set up things like automatic login and SSO, as well as some frequently asked questions.
Contact & User Groups
User Groups Overview. User Groups are known as Contact Groups when using Tokity as your backend. Every company or organization will have different ways that they group their users. This may be into d…
Approvals
This article covers how to set up and use the approvals feature within DeskDirector. This feature allows end users and clients to have some control over their tickets by approving/declining certain requests before they make it to service agents.
Task Lists
This article gives an overview of Task Lists in DeskDirector and dives into how to add, update, delete, and make use of your Task Lists.
The Learning Center
In this article, we give a brief overview of the Learning Center in DeskDirector and explain how to set it up. The Learning Center allows you to share learning materials with your clients in an easy, centrally located way.
Group Tags
In this article, we cover tags in DeskDirector and how they can be used for grouping tickets together. These tags can be used for distinction of ticket types and can be used in automations through the Power Automate Connector as well.
Custom Domains
Custom Domains Overview. Custom Domain are only available if you have purchased the Custom Domain Add-on for DeskDirector, are a Dynamics Plan customer or are on an Enterprise plan. If you are unsure…
File Storage
This document discusses the file storage feature within DeskDirector.
Portal Deep Linking
Deep Linking Overview. What is Deep Linking? Deep links allow you to provide users with a direct link to a certain part of the application such as a learning article or a specific ticket. They can su…
Clean Tickets
What are clean tickets? One of the most annoying things to deal with when working on tickets that arrive from an email connector is the amount of clutter present in a typical email. You have things l…
