FyneDesk Help Center
Step-by-step guides to help you get the most out of FyneDesk. Pick a topic below or use the sidebar to navigate.
Client Portal
Give your customers a public-facing page to submit requests and browse your knowledge base — no login required.
Email to Ticket
Set up a dedicated support email address. Every inbound email automatically becomes a ticket in your queue.
AI Assistant
Use the built-in AI Assistant to summarize tickets, get suggested next steps, and draft smart replies powered by your knowledge base and past tickets.
Inviting Team Members
Add agents and admins to your FyneDesk workspace. Understand roles and what each permission level can do.
Ticket Management
Create, assign, update, and resolve tickets. Learn how statuses, priorities, and ticket types work.
Profile Settings
Update your name, change your password, and configure your personal notification preferences.
Team Management
Create teams, add members, and use teams to organize ticket assignments across your organization.
Live Chat
Have real-time conversations with customers through your Client Portal. Agents set themselves as available and respond from the Live Chat page.
Webhooks & Integrations
Connect FyneDesk to Slack, Zapier, n8n, Microsoft Teams, and any tool that accepts webhooks. Automate workflows with real-time ticket events.
Ticket Categories
Organize tickets by type so your team can filter, prioritize, and report on requests more effectively.
Ticket Routing
Automatically assign incoming tickets to the right agent or team based on how the ticket was submitted.
Email Automation Rules
Set up rules to automatically categorize, close, prioritize, or assign incoming email tickets based on subject or sender.
Custom Fields
Add your own fields to tickets to capture data specific to your workflow, like order numbers or account IDs.
Organization Settings
Manage your company name, office locations, and general workspace settings.
Knowledge Base Settings
Manage article categories and publishing settings for your knowledge base.
Customization
Make FyneDesk feel like your own with themes, accent colors, and branding options.
Plans
Understand what is included in each FyneDesk plan and how to manage your subscription.
Still need help?
Can't find what you're looking for? Reach out via the contact page or email us at support@fynedesk.io and we'll get back to you.