Welcome to NestDesk! We are so glad to have you onboard! 😊😊😊
This post includes all the basic steps to help you get up and running fast with NestDesk. Let’s get started now!
NestDesk onboarding checklist
Follow 5 simple steps below to get started with NestDesk.
1. Create a NestDesk account
2. Customize chat widget
3. Enable live chat
- Connect Shopify store
- Enable app embeds
4. Complete your profile
5. Turn on notifications
Key NestDesk app features
Once you complete the onboarding process, you will get access to NestDesk app. Take a quick look at some key app features below:
Centralize messages across multiple Shopify stores and social channels in one place. Have customer data & order information shown next to each conversation.
- Tag: Add tag/label to conversation
- Private note: Leave internal notes inside the conversation
- Tag products: Share product links right from chat
Create & manage customer data in a central hub. Easily sort out & view customer profile, conversation and order history.
Optimize support efficiency with the aid of following features:
- Macro: Create & use pre-made messages for frequently asked questions
- Notifications: Get notified immediately when new messages arrive
- Auto assign: Assign message to online agents on autopilot
- Auto message: Automate greetings when customers visiting your website
- Auto email: When no agent is online, forward customer messages to their mailbox
Support customers 24/7 with AI chatbots, pre-set FAQs and helpdesk.
Measure support performance and revenue generated from support in intuitive and insightful reports.
6. Mobile app
Support anytime & anywhere with the mobile app available on Android and IOS.
Need any help?
If you need any assistance to get started with NestDesk, feel free to contact us via live chat or send an email to [email protected]. Our support team is happy to help you!