Webinar Customer Experience Breaks After Your First 1,000 Users : How to Fix It. Mar 17th 202610:00 AM ET
Save my Seat
Automated AI support — 70% faster resolutions
No Record Found
Search Results For: articles found
No, Private tickets are not visible in the Customer Portal, even if requester is set as actual customers. They will not receive any email notifications also for any updates made by agents.
BoldDesk is a Help Desk Software tool created by Syncfusion. It can be used for offering end-to-end customer support service. It serves as an operating system for your customer service team. You can organize support requests, convert incoming emails to
Yes, the default URL can be mapped to your organization’s domain. yourdomain.bolddesk.com can be mapped to support.yourcompanydomain.com. Refer to this article for more information: How to map a custom domain.
No, only logged-in users can view their tickets.
Yes, Agents can change the Resolution Due Date of tickets if they have permission to Edit Resolution Due.
If a ticket status belongs to “Close” (Solved/Closed) or “Hold” Category status. SLA timer will be paused and the ticket won’t be escalated.
During ticket creation time, agents can select the “Mark this ticket private” option to create private or internal tickets.
You can create a ticket using the BoldDesk support portal support.bolddesk.com or you can drop a mail to [email protected]
Yes, a reply or note can be edited or deleted. Email alerts will not be sent.
You can use the Private note option. Private notes added are visible only in the agent portal. No emails are sent to customers nor an update is visible in the customer portal.
For adding additional agents to get email alerts for changes made in tickets, add them as a watcher in the ticket.
Yes, @mentioning done by an agent in the ticket public reply/notes will add a user in a watch list and they will receive email notifications as like watchers.
Only active agents can be @mentioned. Additionally, customers or contacts who are added as requesters or CC on a ticket can also be @mentioned.
No, only the agents can be added to the watch list. To add customers/contact, use the Additional Notification (CC) instead of the watcher.
Use the CC field to add additional Customer Email IDs.
Yes, agents can use Add Worklog available on the ticket details page to log the time spent on a ticket.
Yes, customers can change the priority of a ticket from the customer portal if the admin has enabled the configuration in the field settings. To enable this: Go to Ticket Fields → Priority → Configure for Customer Portal.
Yes, agents use the Add Link option to create a parent-child relationship between tickets.
Yes. By using the Add Web Link feature available in Agent Portal ticket details page, the external web URLs can be linked to a ticket.
The ticket can be moved to the Hold status. This will temporarily pause the SLA timer and prevent it from being escalated.
Yes, BoldDesk provides a rich set of APIs to developers for external application integrations. For further details, refer to the API Docs: https://developer.bolddesk.com/api.
You can check the Product Updates page for the latest release updates and announcements.
Yes, tickets can be created and updated via email using the BoldDesk by sending an email to the configured support address.
If you reply to an existing ticket email, the reply will be added to the same ticket.
Yes, BoldDesk supports webhooks for the following events: Ticket Contact Contact Group Worklog Approval Activity Webhooks allow you to send real-time data from BoldDesk to external systems, enabling seamless integration and automation. Refer to this article for more information: Webhooks
Yes, BoldDesk supports rebranding the customer portal to match your organization’s brand. URL of customer-facing support portal can also be mapped to your organization domain like support.yourdomain.com Settings can be customized in Admin > Customer Portal Settings
Yes, BoldDesk does support the multi-branding feature, which is available exclusively in the Enterprise plan. This feature allows you to set up multiple customer portals under a single tenant or organization, enabling a tailored experience for each brand. You can
Yes, multiple contact groups can be mapped to a contact. By default, this feature is disabled. To enable, go to Admin > General Settings and enable the settings to allow a contact to be a part of multiple contacts.
A contact is nothing but a customer account/record.
A contact group is an entity to group related contacts/users. You may also consider a contact group as a company that have user/contacts grouped underneath.
Yes, There is an option available to edit/delete updates, but an email alert will not be sent for any edit or delete made on the ticket message.
BoldDesk supports uploading files up to 20 MB. Since this is not a file-sharing app, the certain limit has been imposed and there is no option to increase this limit. To upload larger files, use the external file sharing apps such
Yes, the ticket Requester can be the Reply-to email address. You must enable the following option in order to use this function. Navigate to Admin -> Support Emails -> “Use the ‘Reply To’ email address for creating contacts”
The Agent replies will be published as public comments, and all ticket members will be notified. Updating via email does not change the ticket’s status; instead, it maintains the ticket’s current status.
Yes, you can use your own email address as the support email address by enabling the following settings. Navigate to Admin -> Support Emails -> Add Email, Clicking this button will take you to a new page where you will
Yes, all email content in BoldDesk can be customized. navigate to Admin -> Email Notification -> Choose the appropriate email template and update the content. Please see this article for more information. manage-and-personalise-email-notifications
Yes, you can use our BoldDesk Triggers to create custom email notifications. Based on the ticket events, we have various types of triggers. Create trigger – Triggers when a ticket is created. Update trigger – Triggers when the ticket’s note/reply/property
Yes, BoldDesk supports using your own SMTP email server to send emails to your customers. Please note: Email delivery status will not be recorded in BoldDesk. To track delivery, you’ll need to check the Sent Items folder of the configured
Yes, BoldDesk allows you to send personalized emails by including the Agent’s name in the email display name. However, the email address remains the same, and the agent’s email address is not revealed. To enable this option, go to Admin
Yes, you can disable email ticketing. But this will disable all the incoming email replies/creation activities. Navigate to Admin > Support Emails > Support Emails. Select Disable Ticket Creation from the action menu of the required email.
Yes, it is possible to create a private ticket via email in BoldDesk by using the #private command in the email body. When this command is included, the ticket created from that email will be marked as private, making it
Yes, BoldDesk allows you to add an email response as a private note using specific email actions. To do this, include the following syntax in the body of your email: #private When this tag is used, the content of the
BoldDesk validates whether the replied user is related to the ticket or not; if not, it will be updated as a private note; the agent will validate and mark it as public if he wishes.
We can’t prevent ticket creation in this case, so be careful. If you’re having an internal conversation with BoldDesk emails, make sure to remove the support email address from the CC/TO field. otherwise, it will be marked as a public
Yes, the BoldDesk supports the email blocklists and whitelists. Navigate to Admin > Support Emails > Configuration > Blacklist Email text box and enter the required emails/domains to be blocked.
Yes, you can set multiple agents in the escalation emails using the SLA automation triggers, and you can also send Agent group emails. You can send multiple levels of escalation based on hierarchy, such as lead and managers.
To enhance security and prevent email loops or automation spam, BoldDesk limits the number of inbound emails processed through email automation per user within an organization. First 50 emails per hour: Processed as valid. Emails 51 to 500: Marked as
Yes, you can disable the email notifications in the BoldDesk. Go to Admin > Email Notification and uncheck the checkbox to disable the email event.
An email notification for any case will not be sent to the customer/contact for a private ticket.
Only agents have an option to create private/internal tickets using Agent Portal. At the time of ticket creation, enable the “Mark ticket as private” checkbox.
To find your support email addresses, follow the steps below. Navigate to Admin > Support Emails. By navigating through the support emails, you will find the available support email addresses. You can also add your own email addresses as needed.
Yes, the trial tenants are limited to send 30 emails per day for security reasons, while the active paid tenants are not restricted.
Help Desk is a software tool that handles a variety of customer support tasks. It serves as an operating system for your customer service team. You can organize support requests, convert incoming emails to tickets, collaborate with customers and teammates,
Deep or universal links are only functional with default domains that follow the format of yourcompanyname.bolddesk.com. Custom domains like support.mycompany.com, are incompatible with deep or universal links. If an attempt is made to access tickets using a custom URL, the
Yes, if you have a custom domain for your BoldDesk Account, you can also use it to log in on the BoldDesk Mobile App.
The BoldDesk account URL is the domain name of your support desk. This domain name could be yourcompany.Bolddesk.com or a custom URL such as support.yourcompany.com. You can locate this information in the invitation email you received.
Yes, user should be logged in to view the tickets.
Product
Features
Use cases
Alternatives
Resources
Company
Free Tools
Alternatives
