Desk help

Short articles on setting up your desk, making and publishing workflows, and reading your customers’ sessions.

Getting started

Start a free trial desk and turn one of your own help articles into a draft workflow.

Confirm an address at your company, so your workflows can be published.

What happens when you press “Create workflows from this”, and how long the reading takes.

Read a draft workflow, change any step that needs it, and publish it to get its link.

Try a workflow on your own screen, the way a customer would, before anyone else uses it.

Settle what a rehearsal found: use the screen’s wording, keep your own, or accept the suggested results.

Choose whether customers are asked to share a tab, a window or their entire screen.

Copy a published workflow’s link and title, ready to send to your customers.

What your customer sees, from opening your link to the end of their session.

Open a customer’s session to see what they asked for, each step they were given, and how it ended.

Share your screen so Desk captures each step as you do it and turns it into a finished article.

Make a one-time link so a colleague can join your desk.

How to delete one session’s record, or your whole desk, and what is kept afterwards.

What your customer sees when sharing doesn’t start, and what usually helps.

What counts as a session, what the trial includes, and how packs and your balance work.