Conversations

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

8 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 week ago

How to Create 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 week 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 week 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 2 weeks ago

Preventing outgoing emails from going to spam folder

Setting Up SPF for Email Deliverability in ConversationsWhen setting up Conversations, you can use any “From” email address. However, to ensure your emails are successfully delivered and not marked as spam, you…

Written by Derek Myers

Last updated 2 weeks 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 2 weeks ago

How to Add a Member to Your Account Settings

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 2 weeks ago

Setting Up Outgoing Email in UserDeck

UserDeck offers flexible options for sending outgoing emails to your customers. You can use UserDeck's built-in email system, connect your Gmail account, or configure your own custom SMTP server for a more cust…

Written by UserDeck Team

Last updated 5 months ago

Frequently Asked Questions

Where does the social profile info come from?

When you open a conversation, you may notice that the customer profile/sidebar displays information you did not provide. UserDeck integrates with a third-party service called FullContact to enrich customer prof…

Written by Derek Myers

Last updated 2 weeks ago