Samdesk Help Center
App

Getting Started

Create your workspace

Baseline setup for organization, owner account, and initial workflow controls.

Samdesk execution pattern

Use this checklist for consistent case execution:

  • Define owner and expected outcome before taking action.
  • Work in fixed sequence: triage -> action -> validation -> follow-up.
  • Log key decisions briefly so handoffs and escalations stay clean.

Goal

Create a clean organizational baseline so onboarding, inbox setup, and integrations can be activated without blockers.

Step 1: Configure organization

  1. Sign in with an owner account.
  2. Set organization name and logo in onboarding.
  3. Confirm you are in the correct organization context.

Step 2: Validate ownership

  1. Open team settings.
  2. Confirm the first user has owner role.
  3. Delay adding extra agents until inbox/store setup is complete.

Step 3: Define baseline operations

  • Pick your first channel (email is usually fastest).
  • Define status meaning (open, pending, resolved).
  • Define required labels for escalations.
Inbox workspace baseline
Inbox workspace baseline

Common mistake

Enabling AI/automation too early without queue discipline and label taxonomy.

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