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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
Getting Started with the Solution Library
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
DeskDirector with Generative AI
Ticket Summary for TECH Portal
Setting up AI Service Providers
Microsoft Foundry for DeskDirector
Knowledge Bases for AI Assistants
Custom Tools for AI Assistants
AI Assistants in DeskDirector
Advanced
Login & Authentication
Contact Groups
Custom Domains
File Storage
Dashboard
Accounts
Contacts
Approvals
Tags
Task Lists
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
Developer Resources
Getting Started
What is the Toki Iti API
API Versions & Routes
Roles & Scopes
Authorization Options
Querying the API
How to Change an Entity Through the API
API Key Authorization
OAuth Fundamentals
Understanding OAuth for Tokity Integrations: Key Concepts
OAuth Authorization Code Flow: How an App Gets Access to Tokity
OAuth App Registration
How to Register an OAuth App to Integrate with Tokity
Choosing an OAuth App Type: Confidential vs. Public Apps and Client Secrets
OAuth Personal Secrets: What They Are and When to Use Them
OAuth Administration
Configuring OAuth Settings in Tokity
Managing OAuth Authorized Sessions and User Consent
Granting OAuth Admin Consent at the Root Level
API Response Control
Uploading Attachments (Ticket API)
The Prefer Header — Overview
Controlling Returned Data (Ticket API)
Controlling Returned Data (Form Result API)
Controlling Returned Data (Workspace API)
Workspace Ordering
How Workspace Ordering Works
Creating and Reordering Workspace Groups
Adding and Reordering Tickets in a Workspace Group
Data Sync & Notifications
Delta API: Tracking Changes Over Time
Webhooks vs. Events — Differences, When to Use Which
Verifying Webhook and Event Payloads (HMAC Signature)
Ticket Widgets
Ticket Widget: Overview
How the Widget Is Requested
Ticket Widget Anatomy and Styling
Ticket Widget Actions: Leading, Secondary and Primary
Ticket Widget: Progress Type
Ticket Widget: List Type
Ticket Widget: Description Type
Ticket Widget: Form Type
Ticket Widget: Control When a Widget Refreshes
Ticket Widget: Form Results and State Across Steps
Ticket Widget: Error Responses and Debugging
Ticket Widget: Building a Multi-Step Request
Glossary
Security
Troubleshooting
Troubleshooting via Web Developer Tools
Permissions & Access - Common Issues
Contact DeskDirector Support
Troubleshooting DeskDirector Connection Issues
Desktop Portal - Common Issues
Contact Impersonation
Approvals - Common Issues
Microsoft Teams App - Common Issues
Email & Email Delivery - Common Issues
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation 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 dire…
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.
