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Self-Help Demos for Instant Support

Explore our collection of demo videos to learn how BoldDesk can empower your team, streamline support, and elevate customer satisfaction.

Step-by-Step Tutorials Tailored to Your Needs

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Getting Started

Getting Started

Ticket creation form with email request converted into a support ticket.

How to Create Tickets in BoldDesk

Multilanguage support settings with options to add and manage languages.

How to Configure Multilanguage Support

Agent and team setup forms for organizing support staff.

Adding Agents and Organizing Them by Teams/Departments

Contact management forms for adding contacts and creating groups.

Effortlessly Add Contacts and Organize Them into Groups

Agent portal settings page for customizing branding and interface options.

How to Customize Your BoldDesk Agent Portal

Custom domain settings for a customer support portal.

How to Customize Your BoldDesk Customer Portal

How to Create Custom Contact Form for Your Website

Live chat widget for starting a customer support conversation.

Setting Up Live Chat Widget in BoldDesk

Chat workflow builder for collecting customer details and routing requests.

Getting Started with Chat Workflows

Support email configuration page for connecting customer support email accounts.

Configuring Your Support Email in BoldDesk

Email allowlist and blocklist configuration settings.

Configuring Email Allowlist and Blocklist

Customizing Email Notification Templates for Better Customer Engagement

Customizing Your Ticket Creation Form for Efficient Customer Support

Ticket forms management page for creating and organizing support forms.

Create and Manage Multiple Ticket Forms for Better Support

Auto-assignment settings for routing tickets to available agents.

Automatically Assigning Tickets to Agents Upon Creation

Ticket creation form with template selection menu open.

Boost Productivity with Ticket Templates in BoldDesk

SLA settings with response, resolution, reminder, and escalation targets.

How to Configure SLAs for Efficient Ticket Management

Canned response inserted into a customer support email reply.

Simplify Customer Support with Canned Responses

Ticket macros page for managing automated ticket actions.

How to Use Ticket Macros in BoldDesk

Bulk ticket update form for changing status, priority, and assignee.

Bulk Updating Tickets in BoldDesk

Auto-assignment settings panel for routing tickets to support agents.

Setting Up Agent Workload Limits for Tickets and Chats

Agent signature settings for adding branded email signatures.

How to Add Agent Signatures in BoldDesk

Ticket linking options for related and parent-child tickets.

Linking Tickets in BoldDesk

Merge ticket option for managing duplicate support tickets.

How to Manage Duplicate Tickets with the Merge Feature

Split ticket option for creating separate tickets from a customer reply.

Splitting Customer’s Reply into New Tickets in BoldDesk

Setting Up Field Dependency for a Cascading Dropdown

Advanced ticket filters for managing and tracking support requests.

How to Filter and Manage Tickets for Better Support Efficiency

Streamlining Your Support Process with Ticket Approvals

Ticket activities tab with task creation form.

Simplify Ticket Management with BoldDesk Activities

Set up a Multi-Brand Support Center in BoldDesk

Empower Customers With Self-Serviced Knowledge Base in BoldDesk

How to Create and Manage Knowledge Base Articles

Website contact widget for collecting customer support requests.

Set Up a Web Widget for Your Website with BoldDesk

Transform Your Support Process with Artificial Intelligence

AI-assisted knowledge base article creation page.

How to Use BoldDesk AI to Generate KB Articles

AI-powered support settings with copilot, AI agent, and automation options.

Enhance Customer Support with AI-Powered Features

Elevate Your Support Experience: Map a Custom Domain in BoldDesk

IP-based access restriction settings for secure portal access.

How to Configure IP Restriction in BoldDesk for Secure Access

Roles and permissions dashboard for managing agent access.

Streamline User Access and Permissions with Role-Based Controls

Agent availability status configuration with online, offline, away, and busy states.

How to Configuring Agent Availability Status

Reports dashboard with support analytics and custom dashboard management.

Simplifying Support Analytics with Dashboards and Reports

Efficiently Collect Feedback with a Customized Satisfaction Survey