- All Categories
- Features Portal Customization
Getting Started with DeskDirector
DeskDirector Portals
Browser Support
What is the DeskDirector Admin Portal?
What is the DeskDirector Tech Portal
What is the DeskDirector Client Portal?
Desktop Portal
Managing Your Account
Admin Essentials
DeskDirector Features Overview
Logging in to DeskDirector
User Profiles & Profile Pictures
Managing Tickets with DeskDirector
Office Hours
How Searching Works
Embedding Help Page Media
Get started with the DeskDirector Power Automate Connector
Features
Portal Customization
Forms
Service Catalogue
Communication
Email Connectors
Notifications
Email Notifications
Actionable Messages for Emails
Real-Time Chats
Email Template Engine
Surveys
Broadcasts
Generative AI
Setting up AI Service Providers
Microsoft Foundry for DeskDirector
Knowledge Bases for AI Assistants
Custom Tools for AI Assistants
DeskDirector with Generative AI
AI Assistants in DeskDirector
Ticket Summary for TECH Portal
Advanced
Login & Authentication
Dashboard
Accounts
Contacts
Contact Groups
Approvals
Tags
Custom Domains
Task Lists
File Storage
The Learning Center
Portal Deep Linking
Auditing & Analytics
Microsoft Power Automate
Actions
Solutions
Featured Solution: Teams Ticket Discussion
Power Automate Template Gallery
Featured Solution: Ticket Briefing
Power Automate Administration
DeskDirector Power Platform Connector Reference
Power Automate Connector - Setting up your first flow
Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Installing the Microsoft Teams App (Client Mode)
Installing the Microsoft Teams App (TECH Mode)
Setting up Tags for Teams Discussions (TECH Portal)
Branding the DeskDirector Teams App
DeskDirector Teams App Notifications
Contact Groups Integration with Microsoft Teams
Setting up Content Security Policy (CSP)
Advanced topic: Setting up Tech & Client Mode in the same tenancy
Integrating Microsoft Teams with DeskDirector Tech Portal
Smart Alerts for TECH Users
Integrations
Glossary
Security
Troubleshooting
Troubleshooting via Web Developer Tools
Desktop Portal - Common Issues
Contact & Service Agent Impersonation
Approvals - Common Issues
Microsoft Teams App - Common Issues
Email & Email Delivery - Common Issues
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation Issues
Permissions & Access - Common Issues
Contact DeskDirector Support
Troubleshooting DeskDirector Connection Issues
Portal Customization
Custom Branding
You can easily define branding for your portal (web and desktop) from the DeskDirector Admin Portal. In this article, we will explain how to set them up and where they will be used.
Menus
Menus in DeskDirector provide a powerful way for you to cater to the needs of each of your clients or even individual users by curating what they see in their Client Portal.
Menu Items
Menu Items provide a way for you to add individual items that your users can access from their side panel in the Client Portal. You can use menu items to embed external websites, share learning resources, and more.
Tabs
Tabs Overview. Service Agents' experience in the DeskDirector TECH Portal can be customised further using custom tabs. This feature adds usable tabs with endless possibilities (much like how query pa…
Macros
Macros in DeskDirector allow for a set of quick actions to automate repeat messages (canned responses) for your Service Agents. They also provide a convenient way to trigger preset webhooks that can tie into other automations related to your tickets.
