Trillitask Desk help
Support tickets, branded help pages, AI intake forms, support inboxes and your team.
Getting started
What Desk does and how to find your way around.
Tickets
Work the queue, reply to customers and keep internal notes.
Work your ticket queue
Filter by status, sort by priority, log tickets by hand, and update many at once.
Reply to a customer
Replies go out by email from your support address, with your signature and a link to the conversation online.
Internal notes
Leave notes on a ticket for yourself and your team. Customers never see them.
Turn an email or task into a ticket
Move something from your Trillitask inbox or to-do list into the ticket queue.
Support inboxes
Connect your support email so every message becomes a ticket.
Help pages
Branded pages where customers send requests and follow their tickets.
Create a branded help page
Your logo, colors and company details on every page and email your customers see. Run several, one per business.
Keep spam out with sender confirmation
First-time senders confirm their email address before their ticket opens, so bots never reach your queue.
What your customers see
No account needed: customers email you or use your help page, and every ticket has a private page where they can follow along and reply.
AI intake forms
A short chat instead of a long form.
Team workspaces
Work together, with control over who can do what.
Create a team workspace
A shared workspace with its own tasks, calendar, tickets, lists and email. Your personal workspace stays separate.
Invite people and set permissions
Invite by email, choose a role, and fine-tune exactly what each person can see and do.
Join a team and switch workspaces
Accept an invite, then hop between your personal workspace and your teams from the profile menu.
Leave a team, hand it over, or delete it
Leave a team from your Teams list, make someone else the owner, or delete the team.