Documentation
Cliedesk documentation
Everything you need to set up and run Cliedesk, from your first inbox to the AI agent.
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Daily work
- Inbox
- Inbox extras in Cliedesk Pro
- Work a conversation
- Messages, attachments and rich replies
- People and the side panel
- Saved replies and macros
- Suggested saved replies and customer summary (Cliedesk Pro)
- Agent statuses
All 9 guides
Customers
Channels
Help center
Automation
AI
- A/B tests
- AI settings
- AI governance
- AI test lab and admin copilot
- AI triage
- AI agent
- AI agent settings: setup, profiles, voice and messages
- AI handoff and review
All 20 guides
- AI agent tools
- AI playbooks
- AI agent on your channels and AI sales
- AI policies, guardrails and improvements
- Insights
- Quality
- AI summaries and translation
- Glossary, article translation and product persona
- Copilot: drafts, rewrites and next steps
- Ask Copilot, articles and similar conversations
- Knowledge AI
- AI permissions, AI teammates and your own settings