Click on the Outvio Desk icon from your left panel.
If you see the Connect button, select your Store CMS and click Finish ✅
1. Set up your Email, Signature, and additional settings
Go to your Status Bar → Settings → Configuration
- In Settings, you can manage your profile, add agents, create teams, rules, tags, templates, and folders.
- Start by opening My Profile to set your name, email, signature, and password.
⚙️ Configuration
Manage your Email Domain, Messenger (FB/Instagram), and Courier Contacts.
- Option 1: Use Outvio domain (e.g., support@teststore.outvio.com)
- Option 2: Use your custom domain (recommended to avoid spam)
📌 If greyed out, activate it via Settings → Shop Settings → Email Domain
Set your domain, register NS records, and click save.
More info: Set up your Email Domain
You can now add Agents, Teams, Folders, and create Templates, Routing Rules, and Tags.
Step-by-step: Outvio Desk Guide
📬 Inbox
Manage all tickets and folders:
- Assign and tag users
- Snooze and close tickets
- Add internal notes
More info on tickets: Ticket handling guide
2. Create a New Ticket
Click on the Pencil Icon next to Inbox.
Fill in recipient name, email, subject, body, and add attachments/templates/emojis.
Add Internal Note
Click on the note icon in your ticket.
Match Order
Click on ... → Match Order
Copy Ticket Link
Example: https://app.outvio.com/v2/desk/N3WS-12
View Order Details
Click on the arrow next to matched order.
Assign an Agent
Click on Unassigned to choose an agent.
Snooze or Close
Use snooze when waiting on info or actions. When resolved, mark as Closed.
🔋 Status Bar
Bottom-left of your Inbox. Set your status to:
- Online
- Away
- Offline
- Offline & Reassign (based on routing rules)
More info: Routing rules