--- title: "BoldDesk Self-Guided Demo: Explore the Features Yourself" description: "Explore BoldDesk with a quick, self-guided demo and see how it simplifies customer support for your business." url: "https://www.bolddesk.com/self-help-demo" last_updated: 2026-08-17 --- # 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. ![Illustration of a person presenting a self help demo video on a laptop interface, highlighting learning support.](https://www.bolddesk.com/wp-content/uploads/2026/01/Self-help-demo-banner.svg) ## Step-by-Step Tutorials Tailored to Your Needs No Record Found Getting Started - Getting Started - Email - Ticketing - Automations - Portals / Knowledge Base - Live Chat - AI - Admin & Security ## Getting Started ![Ticket creation form with email request converted into a support ticket.](https://www.bolddesk.com/wp-content/uploads/2026/05/how-to-create-tickets-in-bolddesk-768x425.webp) ### How to Create Tickets in BoldDesk 2 min Watch ![Multilanguage support settings with options to add and manage languages.](https://www.bolddesk.com/wp-content/uploads/2026/05/how-to-configure-multilanguage-support-768x424.webp) ### How to Configure Multilanguage Support 4 min Watch ![Agent and team setup forms for organizing support staff.](https://www.bolddesk.com/wp-content/uploads/2026/05/Adding-agents-and-organization-them-by-teams-or-departments-768x424.webp) ### Adding Agents and Organizing Them by Teams/Departments 6 min Watch ![Contact management forms for adding contacts and creating groups.](https://www.bolddesk.com/wp-content/uploads/2026/05/effortlessly-add-contacts-and-organize-them-into-groups-768x426.webp) ### Effortlessly Add Contacts and Organize Them into Groups 5 min Watch ![Agent portal settings page for customizing branding and interface options.](https://www.bolddesk.com/wp-content/uploads/2026/05/customize-your-bolddesk-agent-portal_-a-step-by-step-guid-768x424.webp) ### How to Customize Your BoldDesk Agent Portal 6 min Watch ![Custom domain settings for a customer support portal.](https://www.bolddesk.com/wp-content/uploads/2026/05/customizing-customer-portal-settings-768x425.webp) ### How to Customize Your BoldDesk Customer Portal 10 min Watch ![Create and customize website contact forms for customer inquiries.](https://www.bolddesk.com/wp-content/uploads/2026/05/how-to-create-custom-contact-form-for-your-website.jpg) ### How to Create Custom Contact Form for Your Website 2 min Watch ![Live chat widget for starting a customer support conversation.](https://www.bolddesk.com/wp-content/uploads/2026/05/setting-up-live-chat-widget-768x425.webp) ### Setting Up Live Chat Widget in BoldDesk 7 min Watch ![Chat workflow builder for collecting customer details and routing requests.](https://www.bolddesk.com/wp-content/uploads/2026/05/getting-started-with-chat-workflows-768x424.webp) ### Getting Started with Chat Workflows 4 min Watch ![Support email configuration page for connecting customer support email accounts.](https://www.bolddesk.com/wp-content/uploads/2026/05/Configure-your-support-email-in-bolddesk-768x424.webp) ### Configuring Your Support Email in BoldDesk 4 min Watch ![Email allowlist and blocklist configuration settings.](https://www.bolddesk.com/wp-content/uploads/2026/05/configure-email-allowlist-and-blocklist-768x425.webp) ### Configuring Email Allowlist and Blocklist 3 min Watch ![Customize email notifications to keep customers informed and engaged.](https://www.bolddesk.com/wp-content/uploads/2026/05/customizing-email-notification-templates-foorbetter-customer-engagement.png) ### Customizing Email Notification Templates for Better Customer Engagement 3 min Watch ![Customize ticket forms to improve support requests in the BoldDesk self-help portal.](https://www.bolddesk.com/wp-content/uploads/2026/05/Customizing-your-ticket-creation-form-for-efficient-customer-support-768x424.webp) ### Customizing Your Ticket Creation Form for Efficient Customer Support 7 min Watch ![Ticket forms management page for creating and organizing support forms.](https://www.bolddesk.com/wp-content/uploads/2026/05/create-and-manage-multiple-ticket-form-for-better-support-768x425.webp) ### Create and Manage Multiple Ticket Forms for Better Support 4 min Watch ![Auto-assignment settings for routing tickets to available agents.](https://www.bolddesk.com/wp-content/uploads/2026/05/automatically-assigning-tickets-to-agents-upon-creation-768x424.webp) ### Automatically Assigning Tickets to Agents Upon Creation 3 min Watch ![Ticket creation form with template selection menu open.](https://www.bolddesk.com/wp-content/uploads/2026/05/boost_productivity-with-ticket-templates-in-bolddesk-768x425.webp) ### Boost Productivity with Ticket Templates in BoldDesk 2 min Watch ![SLA settings with response, resolution, reminder, and escalation targets.](https://www.bolddesk.com/wp-content/uploads/2026/05/configure-slas-for-efficient-ticket-management-768x424.webp) ### How to Configure SLAs for Efficient Ticket Management 6 min Watch ![Canned response inserted into a customer support email reply.](https://www.bolddesk.com/wp-content/uploads/2026/05/simplify-customer-support-with-canned-responses-768x424.webp) ### Simplify Customer Support with Canned Responses 4 min Watch ![Ticket macros page for managing automated ticket actions.](https://www.bolddesk.com/wp-content/uploads/2026/05/how-to-use-ticket-marcros-in-BoldDesk-768x424.webp) ### How to Use Ticket Macros in BoldDesk 3 min Watch ![Bulk ticket update form for changing status, priority, and assignee.](https://www.bolddesk.com/wp-content/uploads/2026/05/bulk-updating-tickets-in-bolddesk_website-768x425.webp) ### Bulk Updating Tickets in BoldDesk 2 min Watch ![Auto-assignment settings panel for routing tickets to support agents.](https://www.bolddesk.com/wp-content/uploads/2026/05/setting-up-agent-workload-limits-for-tickets-and-chats-768x425.webp) ### Setting Up Agent Workload Limits for Tickets and Chats 4 min Watch ![Agent signature settings for adding branded email signatures.](https://www.bolddesk.com/wp-content/uploads/2026/05/how-to-add-agent-signatures-in-bolddesk-768x424.webp) ### How to Add Agent Signatures in BoldDesk 3 min Watch ![Ticket linking options for related and parent-child tickets.](https://www.bolddesk.com/wp-content/uploads/2026/05/link-tickets-in-BoldDesk-768x425.webp) ### Linking Tickets in BoldDesk 2 min Watch ![Merge ticket option for managing duplicate support tickets.](https://www.bolddesk.com/wp-content/uploads/2026/05/how-to-manage-duplicate-tickets-with-the-merge-feature-768x425.webp) ### How to Manage Duplicate Tickets with the Merge Feature 2 min Watch ![Split ticket option for creating separate tickets from a customer reply.](https://www.bolddesk.com/wp-content/uploads/2026/05/split-customer-reply-into-multiple-tickets-768x425.webp) ### Splitting Customer’s Reply into New Tickets in BoldDesk 2 min Watch ![Field dependency settings linking brand options to status values.](https://www.bolddesk.com/wp-content/uploads/2026/05/setting_up_field_dependency-for-a-cascading-dropdown-768x424.webp) ### Setting Up Field Dependency for a Cascading Dropdown 3 min Watch ![Advanced ticket filters for managing and tracking support requests.](https://www.bolddesk.com/wp-content/uploads/2026/05/filter-and-manage-tickets-for-better-support-efficiency-768x424.webp) ### How to Filter and Manage Tickets for Better Support Efficiency 4 min Watch ![Streamline ticket approvals with customizable approval workflows.](https://www.bolddesk.com/wp-content/uploads/2026/05/streamlining-your-support-process-with-ticket-approvals.png) ### Streamlining Your Support Process with Ticket Approvals 5 min Watch ![Ticket activities tab with task creation form.](https://www.bolddesk.com/wp-content/uploads/2026/05/simplify-ticket-management-with-BoldDesk-Activities-768x425.webp) ### Simplify Ticket Management with BoldDesk Activities 3 min Watch ![Multi-brand support center with multiple brand portals and settings.](https://www.bolddesk.com/wp-content/uploads/2026/05/set-up-a-multi-brand-support-center-in-bolddesk-768x425.webp) ### Set up a Multi-Brand Support Center in BoldDesk 3 min Watch ![Self-service knowledge base with searchable help articles and categories.](https://www.bolddesk.com/wp-content/uploads/2026/05/empower-customers-with-self-serviced-knowledge-base-in-bolddesk-768x424.png) ### Empower Customers With Self-Serviced Knowledge Base in BoldDesk 4 min Watch ![Create and manage knowledge base articles for self-service support.](https://www.bolddesk.com/wp-content/uploads/2026/05/how-to-create-and-manage-knowledge-base-articles_website-768x424.png) ### How to Create and Manage Knowledge Base Articles 3 min Watch ![Website contact widget for collecting customer support requests.](https://www.bolddesk.com/wp-content/uploads/2026/05/set-up-a-web-widget-for-your-website-with-BoldDesk-768x425.webp) ### Set Up a Web Widget for Your Website with BoldDesk 3 min Watch ![Configure AI features to automate and enhance customer support workflows.](https://www.bolddesk.com/wp-content/uploads/2026/05/transform-your-support-process-with-artificial-intelligence-768x425.jpg) ### Transform Your Support Process with Artificial Intelligence 6 min Watch ![AI-assisted knowledge base article creation page.](https://www.bolddesk.com/wp-content/uploads/2026/05/how-to-use-bolddesk-ai-to-generate-kb-articles-768x424.webp) ### How to Use BoldDesk AI to Generate KB Articles 2 min Watch ![AI-powered support settings with copilot, AI agent, and automation options.](https://www.bolddesk.com/wp-content/uploads/2026/05/enhance-customer-support-with-ai-powered-features-768x424.webp) ### Enhance Customer Support with AI-Powered Features 4 min Watch ![Customize your self-help portal with branding and a custom domain in BoldDesk.](https://www.bolddesk.com/wp-content/uploads/2026/05/how-to-map-your-custom-domain-for-a-seamless-support-portal-experience-768x424.webp) ### Elevate Your Support Experience: Map a Custom Domain in BoldDesk 2 min Watch ![IP-based access restriction settings for secure portal access.](https://www.bolddesk.com/wp-content/uploads/2026/05/how-to-configure-ip-based-restriction-in-BoldDesk-for-secure-access-768x425.webp) ### How to Configure IP Restriction in BoldDesk for Secure Access 2 min Watch ![Roles and permissions dashboard for managing agent access.](https://www.bolddesk.com/wp-content/uploads/2026/05/streamline-user-access-and-permissions-with-role-based-controls-768x424.webp) ### Streamline User Access and Permissions with Role-Based Controls 2 min Watch ![Agent availability status configuration with online, offline, away, and busy states.](https://www.bolddesk.com/wp-content/uploads/2026/05/how-to-configuring-agent-availability-status-768x425.webp) ### How to Configuring Agent Availability Status 3 min Watch ![Reports dashboard with support analytics and custom dashboard management.](https://www.bolddesk.com/wp-content/uploads/2026/05/simplifying-support-analytics-with-dashboards-and-reports-768x425.webp) ### Simplifying Support Analytics with Dashboards and Reports 3 min Watch ![Customize satisfaction surveys to collect customer feedback.](https://www.bolddesk.com/wp-content/uploads/2026/05/efficiently-collect-feedback-with-a-customized-satisfaction-survey-768x425.png) ### Efficiently Collect Feedback with a Customized Satisfaction Survey 5 min Watch