Set up QuickDesk and launch your first support channel.

Start Here

Use this guide to get QuickDesk ready for your site. Work through the steps in order, then send a test message before sharing the desk with the rest of your team.

• Create or sign in to your QuickDesk account.
• Open the agent portal and check your organisation name.
• Choose the site you want to support first.
• Keep this page open while you install the widget and send your first test chat.

Set Up Your Account

Begin with the basics that affect every conversation: who receives chats, what visitors see, and where follow-up messages should go.

• Add your support email and the team members who should answer customers.
• Set your display name and organisation details so replies look trustworthy.
• Check your billing plan before launch so your expected chat and ticket volume is covered.
• If you manage more than one site, name each site clearly before copying install snippets.

Install The Widget

Copy the widget snippet from your portal and paste it before the closing body tag on your website. Keep the public key exactly as shown in your account.

• Use the snippet for the correct site if your account has multiple sites.
• Add your live website domain to allowed origins before testing on the public site.
• Save the page, reload it, and check that the chat button appears.
• If you use a theme editor or tag manager, publish the change after pasting the snippet.

<script
  src="https://quickdesk.co.uk/widget/quickdesk.js"
  data-public-key="your_public_key"
></script>

Customise The Experience

Make the widget feel like part of your store or website before sending traffic to it. Preview the changes, then save once the greeting and colours look right.

• Upload your logo and choose colours with enough contrast.
• Set launcher text that matches the promise you can keep, such as Chat with us.
• Write a short greeting that tells visitors what kind of help they can ask for.
• Add offline copy for evenings, weekends, or busy periods.
• Choose the bottom-left or bottom-right position that avoids covering important site controls.

Work Your Tickets

Once the widget is live, all customer conversations arrive in the desk. Use it as the daily workspace for replies, handoffs, and follow-up.

• Keep the desk open during business hours so new chats are seen quickly.
• Use tickets for conversations that need follow-up after the visitor leaves.
• Attach files only when they help the customer resolve the issue.
• Close resolved conversations so active work stays easy to scan.

Add Email Tickets

Use email ticketing when customers also contact you by inbox, contact form, or support address. Start with forwarding, then add domain verification when you are ready.

• Create a mailbox in QuickDesk for the support address you want to connect.
• Forward incoming support mail to the generated QuickDesk address.
• Send a test email and confirm it appears as a ticket.
• Add DNS records for verified sending before using your own reply domain.

Launch Checklist

Before you tell customers the chat is available, run through the same checks a visitor will experience.

• Open your website in a private window and start a new chat.
• Reply from the agent portal and confirm the visitor sees the answer.
• Check the offline message by setting availability away or testing outside support hours.
• Send one email ticket if you have connected a support mailbox.
• Invite the teammates who will cover the first day of live support.

Get Help

If setup gets stuck, send the page URL, the step you were on, and what you expected to happen. That gives support enough context to help without a long back-and-forth.

• Setup help: support@quickdesk.co.uk
• General enquiries: hello@quickdesk.co.uk
• Include a screenshot when the widget does not appear or a test message does not arrive.