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NestDesk Knowledge Base

Overview

Provides a comprehensive look at what NestDesk offers—seamless communication, efficient customer support, and enhanced engagement across all channels

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Getting Started

Embark on your NestDesk experience with this simple guide. Learn the essential steps to set up your account, explore key features, and start delivering exceptional customer interactions

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Conversation Management

Discover tools for organizing, prioritizing, and engaging with customer interactions effectively, all within a single, user-friendly platform.

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Order Management

Effortlessly create, cancel, and refund orders, ensuring smooth transactions and exceptional customer experiences.

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Customers

Organize, analyze, and leverage customer information for personalized experiences and informed decision-making

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Automations

Explore the power of automations within NestDesk. Dive into creating intelligent chatbots, crafting comprehensive FAQs, and establishing a robust helpdesk system for seamless customer interactions

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Account Information

NestDesk account information userguides. Find answers for your questions relating to NestDesk account information here.

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Agents

Customize roles, permissions, and preferences to empower your agents for successful customer interactions

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Customization

Personalize the user interface, branding elements, and communication templates to align the platform seamlessly with your brand’s identity

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Analytics

Access, interpret, and utilize comprehensive reports to optimize your customer interactions and support strategies

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Integrations

Discover how to connect and synchronize your favorite tools, platforms, and apps to enhance productivity and provide a unified customer experience

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Billing

Manage your subscription and payment details

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Frequently Asked Questions

With NestDesk app, you can:

  • Create orders (pending, paid, draft orders) right in the conversation dashboard
  • Check customer orders information

Yes, you can! Inside your chat conversations, you’ll see a product directory on the top right corner of the chat box. Just click on a product, and it will be sent to your customer via chat. It’s possible to send the product link via live chat and Facebook Messenger.

NestDesk sends all the contact data collected during conversations held in the app (such as email, name, and phone number) to your Shopify admin panel automatically! You can see all the collected contacts through NestDesk inside the contacts list.

The chat window is fully customizable. Possible modifications include:

  • Changing the color scheme
  • Choosing a pre-made chat widget theme
  • Uploading your own logo positioning the chat widget
  • Changing the language of the chat widget.