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Help Tutorial | ClickDesk

<!DOCTYPE html> <html lang="en"><head> <title>Help Tutorial | ClickDesk</title> <meta name="description" content="Help tutorial by ClickDesk. Step-by-step videos and documentation to guide you through the basic features of ClickDesk"> <link rel="canonical" href="https://www.clickdesk.com/help"/> <meta name="robots" content="index, follow"> <meta name="robots" content="all"/> <meta name="GOOGLEBOT" content="index,follow"/> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1"> <!-- ADDING NAVIGATION SECTION --> <link href="/css/style.css" rel="stylesheet"> <link href="/css/bootstrap.min.css" rel="stylesheet"> <link href="/css/font-awesome.min.css" rel="stylesheet"> <link rel="stylesheet" href="/css/animate.css"> <!-- HTML5 shim and Respond.js for IE8 support of HTML5 elements and media queries --> <!-- WARNING: Respond.js doesn't work if you view the page via file:// --> <!--[if lt IE 9]> <script src="https://oss.maxcdn.com/html5shiv/3.7.2/html5shiv.min.js"></script> <script src="https://oss.maxcdn.com/respond/1.4.2/respond.min.js"></script> <![endif]--> <script> (function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m) })(window,document,'script','https://www.google-analytics.com/analytics.js','ga'); ga('create', 'UA-33974684-1', 'auto'); ga('send', 'pageview'); </script> </head> <body> <div style=" background: #000; text-align: center; color: #FFFF; font-weight: 600; font-size: 15px; padding: 10px; display: flex; justify-content: center; align-items: center; position: sticky; top: 0px; z-index: 99; "> <p style=" margin: 0px; ">Introducing <a href="https://kong.ai/" target="_blank" style=" color: #FFC107; ">Kong.ai</a> - World's 1st Self-Training AI Bot</p> <a href="https://kong.ai" target="_blank" style=" margin-left: 10px; cursor: pointer; padding: 3px 12px; border-radius: 14px; font-weight: 700; font-size: 13px; animation: borderGlow 2s infinite; border: 1px solid #FFC107; color: #FFC107; ">Try Now</a> </div> <style> @keyframes borderGlow { 0% { box-shadow: 0 0 5px rgba(220, 220, 220, 0.3); } 50% { box-shadow: 0 0 9px #FFC107; } 100% { box-shadow: 0 0 5px rgba(220, 220, 220, 0.3); } } </style> <header> <nav class="navbar navbar-default navigation m-t"> <div class="container wow fadeIn"> <div class="navbar-header"> <button type="button" class="navbar-toggle collapsed" data-toggle="collapse" data-target="#bs-example-navbar-collapse-1" aria-expanded="false"> <span class="sr-only">Toggle navigation</span> <span class="icon-bar"></span> <span class="icon-bar"></span> <span class="icon-bar"></span> </button> <a class="navbar-brand " href="index.html" ><span class="">Click</span><span class="desk">Desk</span></a> <!-- <a class="navbar-brand logo" href="index.html" >ClickDesk</a>--> </div> <div class="collapse navbar-collapse" id="bs-example-navbar-collapse-1"> <ul class="nav navbar-nav"> <li><a href="features">Features</a></li> <li><a href="product">Live Chat</a></li> <li><a href="plugins">Integrations</a></li> </ul> <ul class="nav navbar-nav navbar-right"> <li><a href='https://my.clickdesk.com/login' onclick="Click_Desk_Event_Tracker.track_event('Nav Login');">Log In</a></li> <li><a href="pricing.html" class="btn-sign-in">Pricing & Sign up</a></li> </ul> </div> </div> </nav> </header> <!-- END OF NAVIGATION SECTION --> <section class="banner-section text-center m-t-xxl wow fadeIn"> <div class="container"> <h1>Quick Start Resources</h1> <h5 style="text-align:center;">Step-by-step videos and documentation to guide you through the basic features.</h5> <hr style="margin:50px 0 50px 0 "> </div> </section> <section class="features-sectionhome "> <div class="container"> <div class="row" > <div class="col-md-4"> <div class="portfolio-item portfolio-style-3" data-animation-type="flipInY" > <div class="frame-browser"> <img class="inline-img-responsive" alt="Clickdesk admin handbook" src="images/clickdesk-admin-handbook.svg" > <div style="text-align:center;"><h4>Admin Handbook</h4></div> <div class="fp-content" style="text-align:center;">How to setup, dashboard and admin guide for account owners.</div> <br> <div class="fp-buttons" style="text-align:center;"> <a class="btn btn-default btn-sm fp-details-btn" href="/assets/downloads/AdminHandbook.pdf" target="_blank" <i=""> Read </a> </div> </figcaption> </figure> </div> </div> </div> <div class="col-md-4"> <div class="portfolio-item portfolio-style-3" data-animation-type="flipInY" > <div class="frame-browser"> <img class="inline-img-responsive" alt="Clickdesk admin handbook" src="images/clickdesk-admin-handbook-2.svg" > <div style="text-align:center;"><h4>Agent's Handbook</h4></div> <div class="fp-content" style="text-align:center;">How to take chats, calls and tickets using ClickDesk for agents.</div> <br> <div class="fp-buttons" style="text-align:center;"> <a class="btn btn-default btn-sm fp-details-btn" href="/assets/downloads/AgentsHandbook.pdf" target="_blank" <i=""> Read </a> </div> </figcaption> </figure> </div> </div> </div> <div class="col-md-4"> <div class="portfolio-item portfolio-style-3" data-animation-type="flipInY" > <div class="frame-browser"> <img class="inline-img-responsive" alt="Clickdesk admin handbook" src="images/clickdesk-admin-handbook-3.svg" > <div style="text-align:center;"><h4>CSS customization guide </h4></div> <div class="fp-content" style="text-align:center;">Complete HTML and CSS customization guide for ClickDesk chat widget.</div> <br> <div class="fp-buttons" style="text-align:center;"> <a class="btn btn-default btn-sm fp-details-btn" href="/assets/downloads/Custom_CSS_Help.pdf" target="_blank" <i=""> Read </a> </div> </figcaption> </figure> </div> </div> </div> </div> <div class="row m-t-xxl" > <div class="col-md-4"> <div class="portfolio-item portfolio-style-3" data-animation-type="flipInY" > <div class="frame-browser"> <div class="video" style="position: relative; padding-bottom: 56.25%; padding-top: 25px; height: 0;"> <object classid="clsid:D27CDB6E-AE6D-11cf-96B8-444553540000" width="333" height="250" id="viddler"> <param name="movie" value="https://www.youtube.com/v/kBIU23C_z5M?version=3&amp;hl=en_US"> <param name="allowScriptAccess" value="always"><param name="allowFullScreen" value="true"> <param name="flashvars" value="fake=1"> <embed style="position: absolute; top: 0; left: 0; width: 100%; height: 111%;" src="https://www.youtube.com/v/kBIU23C_z5M?version=3&amp;hl=en_US" width="333" height="250" type="application/x-shockwave-flash" allowscriptaccess="always" allowfullscreen="true" flashvars="fake=1" name="viddler" title="Adobe Flash Player"> </object> </div> <br> <a class="btn btn-success" href="video-tutorials" style="margin-top: 33px;"> Browse Tutorials <i class="icon-youtube"></i> </a> </figcaption> </figure> </div> </div> </div> <div class="col-md-4"> </div> <div class="col-md-4"> <div class=" help-question-block"> <div class="row"> <h3>Have a question ?</h3><hr> <div class="row"> <div class="col-md-12"> <h4> <i class="icon-comments-alt"></i> <a href="#" id="livilyChatLink" class="livilyChatButton ClickdeskChatLink" image="false" onclick="return false;">Chat with us</a> </h4> </div> </div> <div class="row"> <div class="col-md-12"> <h4> <i class="icon-envelope"></i> <a href="mailto:support@clickdesk.com">Email us</a> </h4> </div> </div> <div class="row"> <div class="col-md-12"> <h4> <i class="icon-phone"></i> <a href="#">Call: +1.855.452.3375</a> </h4> </div> </div> </div> </div> </div> </div> <div class="col-md-8"> <br> <div class="row"> <h3>Common Questions:</h3> <h5><strong>1. How can i add ClickDesk to my website ?</strong></h5> <p class="help-faq-margin">It's simple and takes 60 seconds. <a href="https://my.clickdesk.com/register">Sign up</a> for a free plan and follow steps in <a href="https://www.clickdesk.com/assets/downloads/AgentsHandbook.pdf">Admin Handbook</a>.</p> <h5><strong>2. Is the chat window customizable ?</strong></h5> <p class="help-faq-margin">The chat window is fully customizable. <a href="https://www.clickdesk.com/screenshots">Change color scheme</a>, status message, logo and more.</p> <a class="btn btn-primary" href="faqs" target="_blank"> Browse FAQs <i class="icon-external-link"></i> </a> </div> </div> <div class="col-md-4"> <div class="help-question-block"> <div class="row"> <h3>Recent Posts</h3><hr> <div id="blog_sync_container"><strong><a href="https://www.clickdesk.com/blog/top-5-benefits-of-live-chat-software-infographic/" title="Top 5 Advantages of Live Chat Software (Infographic)" target="_blank">Top 5 Advantages of Live Chat Software (Infographic)</a></strong><p style="padding-top:5px;margin-bottom:15px">Today we鈥檙e excited to share a new infographic on the top 5 advantages of live chat software. We highlighted the&nbsp;hidden ...<br> </p><strong><a href="https://www.clickdesk.com/blog/top-4-reasons-integrate-live-chat-crm/" title="Top 4 Reasons to Integrate Live Chat with Your CRM" target="_blank">Top 4 Reasons to Integrate Live Chat with Your CRM</a></strong><p style="padding-top:5px;margin-bottom:15px">It might seem like the main goal&nbsp;of integrating your live support software with your CRM is just to track tickets. While ...<br> </p><strong><a href="https://www.clickdesk.com/blog/customer-lifecycle/" title="Using Live Chat to Sell Throughout the Customer Lifecycle" target="_blank">Using Live Chat to Sell Throughout the Customer Lifecycle</a></strong><p style="padding-top:5px;margin-bottom:15px">Live chat software has the potential to turn any small business into a thriving enterprise, whether you鈥檙e selling hats ...<br> </p></div> </div> </div> </div> </div></section> <style> .portfolio-item.portfolio-style-3 figure img { transition: transform .4s; } .portfolio-item figure img { max-width: 100%; display: block; position: relative; } .help-question-block { border-radius: 3px; margin-top: 25px; border: solid 2px whitesmoke; padding-left: 34px; padding-right: 20px; } .btn-default:hover, .btn-default:focus, .btn-default:active, .btn-default.active, .open .dropdown-toggle.btn-default { color: #333333; background-color: #4cae4c; border-color: #4cae4c; background-image: none !important; text-shadow: none; box-shadow: none; } .btn-default { color: #f9f9f9; background-color: #73ce62; border-color: #ccc; } </style> <!-- =================================== --> <!-- START OF FOOTER --> <section class="visitors-section m-t-xxxl "> <div class="container"> <div class="row"> <div class="col-sm-1"></div> <div class="col-sm-2 text-center"><img class="wow swing" src="/images/message.svg" width="100" alt="chat icon"></div> <div class="col-sm-5"> <h4>Convert visitors to happy customers</h4> <small>Awesome combo of live-chat, voice and video</small> </div> <div class="col-sm-2"> <a href="pricing" class="btn-get-started wow bounceIn ">Get Started <span>It鈥檚 Free!</span></a> </div> <div class="col-sm-3"></div> </div> </div> </section> <footer> <div class="container wow fadeIn"> <div class="row"> <div class="col-sm-1"></div> <div class="col-sm-2 social-icons"> <h6 class="m-b-xs">ClickDesk</h6> <ul class="m-t-md"> <li><a href="https://www.facebook.com/Clickdesk/" target="_blank"><i class="fa fa-facebook" aria-hidden="true"></i></a></li> <li><a href="https://twitter.com/ClickDesk" target="_blank"><i class="fa fa-twitter" aria-hidden="true"></i></a></li> <li><a href="https://www.linkedin.com/company/clickdesk" target="_blank"><i class="fa fa-linkedin" aria-hidden="true"></i></a></li> </ul> </div> <div class="col-sm-2 footer-links"> <h6 class="m-b-xs">Product</h6> <ul> <li><a href="/why-live-help">Why ClickDesk?</a></li> <li><a href="/pricing">Pricing</a></li> <li class="hide-in-mobile"><a href="/live-support">Live Support Software</a></li> <li class="hide-in-mobile"><a href="/developer-api">Developers API</a></li> <li class="hide-in-mobile"><a href="/compare-clickdesk">Competitor Comparison </a> </li> <li class="hide-in-mobile"><a href="/mobile-chat">Mobile App</a></li> <li class="hide-in-mobile"><a href="/clickdesk-updates">Product Updates</a></li> </ul> </div> <div class="col-sm-2 footer-links"> <h6 class="m-b-xs">Features</h6> <ul> <li><a href="/product">Live Chat</a></li> <li><a href="/helpdesk">Help Desk</a></li> <li><a href="/video-chat">Video Chat</a></li> <li class="hide-in-mobile"><a href="/social">Social Toolbar</a></li> <li class="hide-in-mobile"><a href="/reports">Advanced Reports</a></li> <li class="hide-in-mobile"><a href="/realtime-visitor-tracking">Visitor Tracking</a> </li> <li><a href="/plugins">Plugins &amp; Integrations</a></li> </ul> </div> <div class="col-sm-2 footer-links"> <h6 class="m-b-xs">More</h6> <ul> <li><a href="/about">About Us</a></li> <li><a href="/testimonials">Testimonials</a></li> <li class="hide-in-mobile"><a href="/reseller-affiliate">Resellers &amp; Affiliates</a> </li> <li class="hide-in-mobile"><a href="/help">Help &amp; Support</a></li> <li class="hide-in-mobile"><a href="/gdpr-compliance">legal</a></li> <li class="hide-in-mobile"><a href="/faqs">FAQs</a></li> </ul> </div> <div class="col-sm-2 footer-links"> <ul> <li>US: +1.855.452.3375</li> <li>UK: +44.148.459.9375</li> <li>AUS: +61.742.29.9375</li> <li><a href="mailto:info@clickdesk.com" class="maillinks"><i class="fa fa-envelope"></i>&nbsp;&nbsp;info@clickdesk.com</a></li> </ul> </div> <div class="col-sm-1"></div> </div> <hr> <div style="text-align:center; font-size:13px; color:#adadad">漏 2018 clickdesk.com </div> </div> </footer> <script>!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0],p=/^http:/.test(d.location)?'http':'https';if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=p+'://platform.twitter.com/widgets.js';fjs.parentNode.insertBefore(js,fjs);}}(document, 'script', 'twitter-wjs');</script> <!-- WOW.js for Animate.css --> <script src="js/wow.min.js"></script> <script> new WOW().init(); 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