HELP DESK & SUPPORT
Manage your help desk in Trello
Transform your email inbox into a shared customer support desk in Trello, powered by the magic of Kanban.
Try Email for Trello for free
14-day full-access trial. No credit card required.
Build your help desk in Trello
Tips and resources for getting the most out of Trello for customer support
Email for Trello features
Receive emails in Trello
Your team’s help desk – in Trello
Connect your existing customer support email address. Emails arrive as new cards so that you can visualize your tasks, emails and entire workflow in one dashboard.
Saved Replies
Save time with customer support templates
Got lots of similar support tickets? Avoid errors and focus on what matters with Saved Reply templates.
Some example help desk templates:
Direct customers to articles in your help center
Request account information to offer further support
Resolve a help ticket to close off a conversation
Reply with Trello automations
Automate your customer service emails
Use Trello rules to automatically send out templated emails from your help desk based on triggers. Less time spent typing means more time for meaningful work!
Variables
Personalize your help desk emails with variables
Boost customer success and engage with customers by name! Use variables to insert contact names, Trello content and Custom Fields into your emails. Each variable will be automatically populated with the relevant value when you hit send.
Auto-reply templates
Ensure customer success with auto-replies
Set up an auto-reply template to respond instantly to incoming emails. Standardize your communications, save team time and deliver the best possible customer service. For example:
Confirm receipt of your customer’s message
Give an estimated turnaround time
Link to help articles that might help resolve their query
Custom reply-to address
Use your own customer service address
Direct all emails to your dedicated support inbox. You can receive emails to your own SendBoard subdomain (e.g. help@example.sendboard.com) or choose to use your own email address.
Merge Trello cards
Merge duplicate help desk tickets
Dealing with the same customer service issue on different email threads? Issue management is seamless and effortless with our Merge Card wizard.
Reply with Trello mobile apps
Solve customer service issues on the go
Manage customer support requests on the Trello mobile app. You can even reply to emails on the go! Simply type your response as a comment, starting with the keyword “@reply”.
Try Email for Trello for free
14-day full-access trial. No credit card required.