Neyodesk Training – Learn the App in 9 Languages

https://app.neyodesk.com/account/signup

The next generation desk for service & support.

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Welcome to Neyodesk! In this interactive walkthrough, we will demonstrate how to create an account, verify your identity, and launch your workspace.

Step 1 / 4

Training List

Step guide & course syllabus

23 sections•185 steps•~4m

Recommended~4 mins • 13 stepsCurrent Flow

Complete End-to-End Onboarding

Master the entire customer journey from account registration and OTP verification to initial workspace configuration and the live dashboard.

1. Sign Up→2. Email OTP→3. Workspace Setup→4. Live Dashboard

Section 1: Create an Account (Sign Up)

Learn how to enter your credentials, create a secure password, and start a 14-day free trial.

4 steps • 1 min

1.1 Welcome to Neyodesk Training

Watch the automated mouse movements, or click "Self Learning" at any time to practice on your own.

Observe

1.2 Enter Business Email

Type your email address in the box: demo@neyodesk.com

Keyboard

1.3 Create a Secure Password

Enter a password with at least 8 characters.

Keyboard

1.4 Click Continue

Click the green "Continue" button to submit the form.

Click

Section 2: Email OTP Verification

Learn how to enter the 6-digit one-time password and complete the security verification step.

3 steps • 45 secs

Section 3: Initial Workspace Setup

Set up your company name, address, country, automatic GPS coordinates, and industry classification.

5 steps • 1.5 mins

Section 4: Dashboard & Service Overview

Explore live service metric cards, date range filters, real-time analytics charts, and operational ticket queues.

4 steps • 3 min

Section 5: Settings: Ticket Types

Navigate from Workspace Settings to Ticket Types and configure custom repair service categories with colors, service options, and automatic sort orders.

9 steps • 2 mins

Section 6: Settings: Priorities

Set up operational priorities (Low, Medium, High, Urgent) with distinct colors and display orders to triage customer service tickets.

6 steps • 2 mins

Section 7: Settings: Branches

Manage multi-branch operations by registering physical branch offices, short codes, and display orders.

6 steps • 2 mins

Section 8: Settings: Statuses

Configure service ticket lifecycle statuses (Open, Reached Site, Diagnosing, Pending, Resolved, Closed) with custom colors and sequence numbers.

6 steps • 2 mins

Section 9: Settings: Service Centers

6 steps • 2 mins

Section 10: Settings: User Management

Create staff accounts, configure usernames and passwords, assign roles (Administrator, Manager, Standard, Technician/Agent), set granular permissions, link branches, and control ticket type and status permissions.

14 steps • 3 mins

Section 11: Settings: WhatsApp Templates

Create Meta-approved automated WhatsApp notification templates with dynamic variables, custom trigger events, and interactive quick-reply buttons.

15 steps • 3 mins

Section 12: Settings: WhatsApp Auto Replies

Configure automated WhatsApp responses that trigger instantly when customers reply with specific keywords or tap quick-reply buttons.

12 steps • 3 mins

Section 13: Settings: Email Templates

Create automated email notification templates with dynamic variables, trigger events, and attachments. Notifications are sent automatically after email setup in General Settings.

13 steps • 3 mins

Section 14: Settings: Attendance Shift Labels

Configure attendance shift labels (General, Morning, Evening, Night, Weekend) to track staff duty rotations and automate shift scheduling.

6 steps • 2 mins

Section 15: Settings: Change Password

Securely update your current account password by validating the old password and confirming the new one.

6 steps • 1.5 mins

Section 16: Reports & Operational Analytics

Access comprehensive business reports including Client List, Service Bill, Ticket List, and Attendance, with filtering and CSV export.

18 steps • 2 mins

Section 17: Field Agent Live Location Tracking

Monitor real-time GPS locations, active online status, landmarks, and route tracking of field technicians on an interactive map.

3 steps • 2 mins

Section 18: Settings: General - Ticket Workflow

Configure default and advanced ticket workflows, including starting and ending statuses, Autoend rules, and customizable lifecycle stages for each ticket type.

10 steps • 2.5 mins

Section 19: Settings: WhatsApp & Email Channel Setup

Connect Meta WhatsApp Business (with Facebook credentials and Visa/Mastercard) and link Google, Microsoft, or SMTP email providers to activate automated template messaging.

7 steps • 3.5 mins

Section 20: General Settings

Configure required ticket information fields, print templates & formats, WhatsApp Business onboarding, mobile technician push notifications, and subscription plan limits.

6 steps • 2 mins

Section 21: Ticket Creation

Learn the complete ticket creation process: changing branches and ticket types, looking up customers with Find - F5, automatically filling in customer details by entering a mobile number and pressing Enter, setting GPS map coordinates for field technicians, choosing service priorities, adding confidential internal notes, recording warranty and device information, saving pattern locks, attaching files, and printing barcode stickers and tickets.

10 steps • 3.5 mins

Section 22: Ticket Management & Listing

Explore the central ticket list: live repair jobs, WhatsApp links, dynamic sorting (Newest, Oldest, Last activity), comprehensive filters, and action menus (View Details, Edit, Delete).

5 steps • 3 mins

Section 23: Ticket Details & Workshop Operations

Learn ticket lifecycle operations: one-click inspection, branch and ticket type reassignment, technician assignment, live status updates, repair billing and charges, Google Maps location, thermal summary printing, and real-time audit logs.

11 steps • 4 mins

Click any step to practice in simulator