Four Simple steps to complete Microsoft 365 / Outlook email integration: Step 1: Please kindly check the screenshots below and follow the path:"Setting" → "Email"→ "Add an Email" → "Authorization", and then log in to your email account (If your account is from a Microsoft partner, after entering your account, the login page will automatically jump to the partner login page.) Step 2. If your account is from GoDaddy or other Microsoft partners, please log in to your admin account and make sure to open SMTP. Please refer to Microsoft 365 official documentation to enable SMTP, https://aka.ms/smtp_auth_disabled.E.g. If you log in to your admin account in GoDaddy (sso.godaddy.com), you can click Advanced Settings and turn on SMTP Authentication. Verification will take a moment, please kindly wait for the verification to complete.Step 3: Click "Edit" to complete the setting and click "Save and Connect".Step 4: Verify the integration and start enjoying the seamless email experience. Remark: If you fail to log in to your email account in step 1, please click"Can't access your account?" and try again. Thank you!Get ready to streamline your communication! 💬💡If there is any problem, please do not hesitate to contact us! Thank you very much! 😊

"Email Us" is a widget function that allows you to receive messages from customers through the widget's email feature.How to set up the widget Email Us?Turn on the switch of “Display email us" and click "Save change", your customers' emails will display directly in the Inbox, and you can reply through your integrated email. Note: If your account integrated emails before, to display messages from "Email us", you need to click switch Email us messages to display only in the Willdesk Inbox, and confirm. After you save the setting, the messages from widget "Email us" will display in your Inbox only.

By integrating Willdesk with Instagram, you enable Willdesk to receive direct messages and messages that mention your account on Instagram. To seamlessly connect Willdesk with your Instagram account, please follow the steps below:Step 1: To connect Willdesk to Instagram, please kindly make sure your account is a professional Instagram account.If it is a personal account, please click More ->Settings->Switch to professional account.Step 2: Please kindly find Linked Accounts in your Facebook Settings, and click Connect Account in Instagram.Step 3:  Please kindly go to Willdesk Setting page, click Messenger/Instagram, and then click Connect to Facebook.Before integrating Instagram you need to integrate the corresponding Facebook Fanpage.          Step 4:  Please continue to authorize the integration of the professional Instagram account under a certain topic page. After integration is authorized, the page will display the associated Instagram name.  If you are still unable to receive Instagram messages at Willdesk, please verify that the settings are correct📺 Kindly take a moment to watch the video below for your reference:Experience the convenience of seamlessly managing your messages across multiple platforms with Willdesk. Our integration with Instagram ensures swift and efficient customer interactions. If you have any questions or need assistance, feel free to reach out. Thank you for choosing Willdesk!

Efficiently identifying refund-related conversations is essential for managing customer inquiries. You have the flexibility to either use our predefined template or tailor your own refund rule to streamline this process. By doing so, you can swiftly assign these inquiries to the appropriate team, mark them as urgent, and apply relevant tags. This automation not only helps minimize losses but also enhances overall efficiency in handling refund requests.Follow the steps below to establish an automation rule for identifying refunds:

To streamline the process of assigning customer inquiries to specific teams based on message keywords, you can utilize a combination of workflow creation and automation rules. This approach ensures that customers can easily select a particular team when initiating a conversation, leading to automatic assignment of their tickets. This, in turn, optimizes your team's workflow, enabling them to efficiently address various customer concerns.For detailed instructions on setting up this automation feature, please refer to the following steps:Step 1: Choose a workflow template and click a delete icon to remove block & children.Step 2: Click "+" and "Message content"Step 3: Click the block and edit the text in the setting window at the right side of the page, and click "Save" when you are done.Step 4: You can edit the workflow name and then make sure you click "Create Flow" to save the settings.Step 5: Add rules to achieve when incoming messages is "Team *", then assign to team "Team *". Please make sure to click "Save change".With all the settings done, it will work automatically to assign tickets to a specific team as long as your customers choose one. Please contact us if you have any questions, thank you!

Building a Workflow for Personalized Data CollectionEnhancing customer interactions often requires gathering additional information through pre-chat surveys. These surveys not only enable personalized service but also aid in efficiently allocating resources to resolve customer inquiries. While Willdesk offers a robust pre-chat survey in the Widget settings, some users may have specific data collection needs. To cater to this, we've introduced an Automation feature that allows you to create a workflow bot for customizing data collection.Here's how you can build a workflow to customize data collection:Step 1: Automation → Template → Use TemplateBegin by accessing the Automation section and selecting the desired template to work with.Step 2: Remove Unwanted BlocksIn the template, identify and delete any blocks that are not necessary for your customized data collection workflow. Simply click the delete icon to "Remove Block & Children."Step 3: Adding Data Collection BlocksNext, click the "+" button and choose "Collect data" to initiate the data collection process.Step 4: Customize Data CollectionClick on the newly added data collection block and customize the content within the settings window on the right side of the page. You have the flexibility to edit all items. If you need to collect additional data, click the "+" button and select "collect data" to add more values as per your requirements. Once you've made the necessary adjustments, don't forget to click "Save" at the bottom right corner of the page.Step 5: Activate the WorkflowFeel free to edit the workflow name at the top left blank field to suit your needs. To activate the workflow, make sure to click "Create Flow" at the top right corner of the page.For a visual reference and more detailed instructions, you can refer to the video below. If you have any questions or need further assistance, please don't hesitate to reach out to us. We're here to help you make the most of this customization feature. Thank you for choosing Willdesk!