3Dsellers

In Customer Service, you can set your inbox to display only tickets from the current selected account, instead of "all accounts"

How to show current account messages by default

The Left Menu of your Customer Service inbox provides optimum organization: view tickets by status, accounts, teammate, & more

Tour of left menu filters for Customer Service Helpdesk

New Ticket, System, To Do, Awaiting Reply, Resolved, Snoozed, Archived -  What do they mean and how do I set them?

What is a Ticket Status? What does it do?

Organize your eBay/Amazon Helpdesk inbox by assigning Ticket Types to your support tickets.

How to use Ticket Types to keep your support organized

Tags enable custom organization/management to help you and your team easily understand and find the support tickets.

How to use Tags to keep your Customer Service tickets organized

Create saved views with advanced filters to organize, prioritize and manage customer conversations across channels in the 3Dsellers Helpdesk.

Helpdesk CRM Views and Filters

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Organizing Your Inbox

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Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.