NativeDesk

Step 1: Ticket Creation & Form Setup NativeDesk handles incoming support requests submitted by users online or entered manually by agents. Method A: Customer Frontend Form Submission (All Plans + Personal/Pro/Agency Customization) Method B: Manual Ticket Creation (Pro & Agency Plans) If a customer calls in or reaches out off-site, an agent can log the […]

Step 1: Verify SMTP Configuration Before setting up your support emails, ensure your email delivery system is set up properly. Refer to our Email SMTP Configuration Guide to confirm your site can reliably send outbound mail. Step 2: Set Your Support Recipient Email (All Plans) Step 3: Customize Email Branding (Paid Plans Only) If you

Note: Anyone with the role of Administrator on your site is automatically a Support Agent in NativeDesk and already has full ticket management access. You only need to follow this guide for team members who require ticket access without full website administration rights. Step 1: Navigate to Add User Step 2: Fill Out User Information

Step 1: Navigate to Categories Step 2: Add a New Category NativeDesk uses the standard WordPress taxonomy interface for managing categories. Where are these used? Categories configured here will automatically populate the category selection menu when an agent manually creates a ticket inside NativeDesk. Step 3: Edit or Delete Categories Once a category is created,

Step 1: Create a Page or Post Step 2: Design Your Page Step 3: Insert the Support Form Shortcode Note: The shortcode renders the standalone, client-facing ticket submission form on your website. Step 4: Publish Your Page

Step 1: Access the Support Form Settings Step 2: Manage Core Form Fields By default, NativeDesk includes four core fields: Name, Email, Subject, and Message. Step 3: Add Custom Fields (Paid Plans Only) If you are on a paid plan; Personal, Pro or Agency; you can gather additional details from your users by adding custom

Once you have NativeDesk installed, configured, and your support team is processing requests, you can tailor the platform to match your precise workflow, branding, and operational rules. Here is how to manage your global settings, organize incoming request pathways, configure professional branding, and connect with support resources. 1. Global Plugin Settings & Management The primary

Follow this guide to install your core plugin, upload your paid upgrade files, configure your settings, and activate your license. Step 1: Download Your Plugin Files After completing your purchase, locate the download links provided in your purchase confirmation email or log into your account dashboard: Note: Keep downloaded zip files in their compressed format.

All support operations occur within the WordPress admin environment to keep your workflow streamlined. Navigating the Ticket Dashboard Replying to and Managing Tickets Clicking on any ticket opens the full communication history and ticket metadata. From the ticket view, site staff can: