Help Desk is a culmination of all shared inboxes and phone lines as well as contacts and related boards. Improve communication with your customers with enhanced tracking, commenting, AI, and more!
This is still in beta testing. If you’d like to learn more or help us test this new and upcoming update, reach out to our team at sales@getaptly.com.
Navigating the Help Desk
The Help Desk feature organizes your conversations into different folders based on contact type or board.
Help Desk Menu
All shared inboxes and phone lines are accessible under Inboxes, but you can also view conversations of specific customer contact types grouped by contact as well as conversations by board.
Customers
All communications (Email, SMS, Phone Calls) from contacts within the shared inboxes are grouped by the contact type and the individual contact.
Clicking on a contact, will show all active communications from all of the shared inboxes related to that contact.
Drilling into a conversation, you’ll find additional details related to the contact and conversation:
View related contacts, history, and other details about the conversation.
Access the contact record to add alerts and update information.
All related locations, cards, and communications are linked to the conversation.