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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
Generative AI
DeskDirector with Generative AI
This article will describe how to get up and running with AI in DeskDirector. AI in DeskDirector provides a powerful way to reduce workload on your service agents and provide value to your end users by allowing them to have their tickets resolved quickly.
Ticket Summary for TECH Portal
Here we cover the ticket summary feature available for users that want to make use of DeskDirector's AI offering. Ticket summaries allow your techs to review ticket details at a glance, rather than having to read through every single response.
Setting up AI Service Providers
AI service providers are the fundamental building block for your AI use in DeskDirector. Through service providers, you can add models of your choice, whether it be OpenAI, in your Azure tenancy, or with Google.
Microsoft Foundry for DeskDirector
This guide walks you through integrating Microsoft Foundry Agent Service with DeskDirector (DD) Tech and Client Portals. With this integration, you can bring your production-ready Foundry agents direā¦
Knowledge Bases for AI Assistants
This article dives into knowledge bases in DeskDirector. Knowledge bases power your AI Assistants by providing them with information that they can use to assist your users.
Custom Tools for AI Assistants
Custom tools allow you to extend the functionality of your AI assistants. They allow you to create plugins for your AI Assistants through the OpenAPI spec.
AI Assistants in DeskDirector
AI Assistants provide a way to harness AI for frontline triage of tickets. This allows your users to get quick responses for simple issues rather than waiting around for an engineer. AI Assistants can also save your techs time by allowing them to focus on more complex work.