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Benefits of Desk.com live chat integration

View visitor's case history in the Desk.com chat window

Add all or select chat conversations as cases in Desk.com

Add ClickDesk live support to your website

Forward your after-hours messages from customers directly to Desk.com

Add notes to existing cases directly from Desk.com integration

desk chat features

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Configure desk.com live chat

How to configure Desk.com-ClickDesk integration

Configure Desk.com Integration

Login to ClickDesk dashboard and go to Desk.com integration.

Enter your Desk.com support URL.

To get your credentials, please login to your Desk.com admin account and navigate to 'API' under Settings on the top right corner.

Create a new application with the name 'ClickDesk' and 'www.clickdesk.com' as the website URL and leave other fields empty and click on Add button.

Copy the consumer key, consumer secret and access token to your ClickDesk Dashboard and save changes.


Forward offline messages to Desk.com

You can forward offline messages to Desk.com as cases.

To set up notifications, go to Email notifications in your ClickDesk Dashboard.

Enter your Desk.com support email address as the 'recipient email id' in the Offline Messages block.

offline messages

case history desk.com

View complete case history from Desk.com

When a chat is initiated by a visitor, ClickDesk automatically pulls up open and pending cases for that customer from Desk.com.

You can configure the cases pulled up under 'Case Status' in Desk.com.


Save chat conversations as cases

Your chat conversations are automatically saved as cases in desk.com if you enable the 'Add chat transcript' option.

Optionally you can also add a chat transcript as a ticket using the '/case' command.

Save chat conversation desk.com

Add note desk.com

Add note to existing cases

You can add a note to an existing case in Desk.com directly from the Agent Dashboard/IM during the live chat.

To add a note to an existing case, use '/casenote case-number message' command. Ex. 'casenote 245 Interested in a premium plan'.


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Convert visitors to happy customers

Awesome combo of live-chat, voice and video