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

    • Email

      • Ticketing

        • Automations

          • Portals / Knowledge Base

            • Live Chat

              • AI

                • Admin & Security

                  Getting Started

                  How to Create Tickets in BoldDesk

                  How to Create Tickets in BoldDesk

                  How to Configure Multilanguage Support

                  How to Configure Multilanguage Support

                  Adding agents and organization them by teams or departments

                  Adding Agents and Organizing Them by Teams/Departments

                  Effortlessly Add Contacts and Organize Them into Groups

                  Effortlessly Add Contacts and Organize Them into Groups

                  How to Customize Your BoldDesk® Agent Portal

                  How to Customize Your BoldDesk Agent Portal

                  How to Customize Your BoldDesk® Customer Portal

                  How to Customize Your BoldDesk Customer Portal

                  How to Create Custom Contact Form for Your Website

                  How to Create Custom Contact Form for Your Website

                  Setting Up Live Chat Widget in BoldDesk

                  Setting Up Live Chat Widget in BoldDesk

                  Getting Started with Chat Workflows

                  Getting Started with Chat Workflows

                  Configure your support email in BoldDesk

                  Configuring Your Support Email in BoldDesk

                  Configuring Email Allowlist and Blocklist

                  Configuring Email Allowlist and Blocklist

                  Customizing Email Notification Templates for Better Customer Engagement

                  Customizing Email Notification Templates for Better Customer Engagement

                  Customizing your ticket creation form for efficient customer support

                  Customizing Your Ticket Creation Form for Efficient Customer Support

                  Create and Manage Multiple Ticket Forms for Better Support

                  Create and Manage Multiple Ticket Forms for Better Support

                  Automatically Assigning Tickets to Agents Upon Creation

                  Automatically Assigning Tickets to Agents Upon Creation

                  Boost Productivity with Ticket Templates in BoldDesk

                  Boost Productivity with Ticket Templates in BoldDesk

                  How to Configure SLAs for Efficient Ticket Management

                  How to Configure SLAs for Efficient Ticket Management

                  Simplify Customer Support with Canned Responses

                  Simplify Customer Support with Canned Responses

                  How to Use Ticket Macros in BoldDesk

                  How to Use Ticket Macros in BoldDesk

                  Bulk Updating Tickets in BoldDesk

                  Bulk Updating Tickets in BoldDesk

                  Setting Up Agent Workload Limits for Tickets and Chats

                  Setting Up Agent Workload Limits for Tickets and Chats

                  How to Add Agent Signatures in BoldDesk

                  How to Add Agent Signatures in BoldDesk

                  Linking Tickets in BoldDesk

                  Linking Tickets in BoldDesk

                  How to Manage Duplicate Tickets with the Merge Feature

                  How to Manage Duplicate Tickets with the Merge Feature

                  Splitting Customer’s Reply into New Tickets in BoldDesk

                  Splitting Customer’s Reply into New Tickets in BoldDesk

                  Setting Up Field Dependency for a Cascading Dropdown

                  Setting Up Field Dependency for a Cascading Dropdown

                  How to Filter and Manage Tickets for Better Support Efficiency

                  How to Filter and Manage Tickets for Better Support Efficiency

                  Streamlining Your Support Process with Ticket Approvals

                  Streamlining Your Support Process with Ticket Approvals

                  Simplify Ticket Management with BoldDesk Activities

                  Simplify Ticket Management with BoldDesk Activities

                  Set up a Multi-Brand Support Center in BoldDesk

                  Set up a Multi-Brand Support Center in BoldDesk

                  Empower Customers With Self-Serviced Knowledge Base in BoldDesk

                  Empower Customers With Self-Serviced Knowledge Base in BoldDesk

                  How to Create and Manage Knowledge Base Articles

                  How to Create and Manage Knowledge Base Articles

                  Set Up a Web Widget for Your Website with BoldDesk

                  Set Up a Web Widget for Your Website with BoldDesk

                  Transform Your Support Process with Artificial Intelligence

                  Transform Your Support Process with Artificial Intelligence

                  How to Use BoldDesk AI to Generate KB Articles

                  How to Use BoldDesk AI to Generate KB Articles

                  Enhance Customer Support with AI-Powered Features

                  Enhance Customer Support with AI-Powered Features

                  Elevate Your Support Experience: Map a Custom Domain in BoldDesk

                  Elevate Your Support Experience: Map a Custom Domain in BoldDesk

                  How to Configure IP Restriction in BoldDesk for Secure Access

                  How to Configure IP Restriction in BoldDesk for Secure Access

                  Streamline User Access and Permissions with Role-Based Controls

                  Streamline User Access and Permissions with Role-Based Controls

                  How to Configuring Agent Availability Status

                  How to Configuring Agent Availability Status

                  Simplifying Support Analytics with Dashboards and Reports

                  Simplifying Support Analytics with Dashboards and Reports

                  Efficiently Collect Feedback with a Customized Satisfaction Survey

                  Efficiently Collect Feedback with a Customized Satisfaction Survey