Conversations

Everything about our help desk messaging platform which allows you to communicate with your customers across channels.

10 articles in this collection

Written by Derek Myers and UserDeck Team

Setting up Conversations

Getting Started with Conversations

Conversations help you manage support requests, feedback, and communication with users in a centralized, organized way. Whether it’s a customer question or internal user feedback, Conversations are designed to…

Written by UserDeck Team

Last updated 1 month ago

How to Add A New Mailbox

Creating a New MailboxTo manage user conversations efficiently via email, you need to create a mailbox. Adding a mailbox allows your workspace to send and receive messages under a specific email address, like s…

Written by UserDeck Team

Last updated 1 month ago

Setting Up Email Forwarding to UserDeck

This guide explains how to forward emails from your existing email account to UserDeck, allowing you to manage all customer conversations in one place.IMPORTANT NOTE: This is a REQUIRED step to complete the set…

Written by UserDeck Team

Last updated 1 month ago

Setting Up Outgoing Email in UserDeck

UserDeck offers flexible options for sending outgoing emails to your customers. Outgoing emails are sent when you reply to an email conversation or start a new email conversation with your users. You can use U…

Written by UserDeck Team

Last updated 1 week ago

How to Invite Team Members

How to Add a Member to Your Account SettingsLog in to your UserDeck account.Go to Workspace in Settings section.Go to Members sectionEnter the new member’s name, email address, and assign a role.Click the Add M…

Written by UserDeck Team

Last updated 1 month ago

Installing embedded widget

How to Embed the Conversations WidgetUserDeck Conversations supports embeddable widgets that can be added to your website in two formats:Modal Overlay – A floating widget that appears on all pagesInline View –…

Written by Derek Myers

Last updated 1 month ago

DMARC Guide for UserDeck

Setting Up DMARC for Your Domain with UserDeckThis guide explains how to set up DMARC (Domain-based Message Authentication, Reporting & Conformance) for your domain to enhance email security and deliverabil…

Written by UserDeck Team

Last updated 1 month ago

Working with Conversations

How to Check For New Messages In Your Shared Inbox

To view your conversations in UserDeck, follow these steps:Log in to your UserDeck account.Navigate to the Conversations section from the main menu.Here, you will see a list of all your recent conversations wit…

Written by UserDeck Team

Last updated 1 month ago

How to Search or Filter Conversations

How to Search or Filter ConversationsTo quickly find specific conversations in UserDeck, you can use the search and filter features:Log in to your UserDeck account.Go to the Conversations section.Use the Search…

Written by UserDeck Team

Last updated 1 month ago

How to Change Status or Assigned User for Emails

How to Change Status or Assigned User for EmailsTo update the status or reassign emails in UserDeck, follow these steps:Log in to your UserDeck account.Navigate to the Conversations section.Select the email or…

Written by UserDeck Team

Last updated 1 month ago