Onboarding & Setup
Complete onboarding video
Full setup walkthrough (8:27). The video is currently in Dutch.
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.
What this covers
- Create a workspace
- Connect an inbox
- Integrate your store (Shopify/WooCommerce)
- First workflow checks
Quick checklist
- Create a workspace.
- Connect your inbox.
- Integrate your store.
- Confirm the first sync is running.
- Create a test ticket and send a reply.