Through this functionality, you will be able to import your assets into Movidesk from an Excel spreadsheet. The system can both create new assets and update already registered assets. It is necessary that before you perform the asset import, you clearly understand Movidesk's flow regarding this regi

Emails are essential for communication with your clients. Therefore, it is important to ensure that the settings are correct. Movidesk can import received messages or use them for sending notifications. To configure, go to: Settings > Email > Accounts. The system will display a default email account

  Movidesk allows you to automate the registration of people, who are your clients or agents. By using the import feature, we can associate companies with the people linked to each company.   It is important to understand the Movidesk workflow related to this registration before importing people. Cl

In this article, you will learn how to send and receive emails through Movidesk, according to the following topics: How email sending and receiving works in Movidesk Sending emails Receiving emails How to block addresses How to manage email sending and receiving How email sending and receiving wor

Merge People is an important feature to be used in Movidesk that facilitates the organization of people's records. As the email import and chat support features create a new person for each email provided by the user, it's common for people to have duplicate records for different emails if they use

The Pinboard is a fixed panel on the home page that allows you to create a note containing announcements and general news.       Get to know the Pinboard This tool allows for more direct communication with your audience, whether they are agents or clients, enabling dynamic, fast, an

In this article, you will learn how to register people.   The registration of people is one of the most important modules of Movidesk. People can be both the agents, who provide the service, and their clients. They can be individuals, companies, or departments. It is only a definition in the person'

In this article, we will break down the configurations into steps so that you can successfully set it up and make it work correctly. 1° You must create an email account of the type "Movidesk Account" (@cliente.movidesk) with the same name as the previous account, only changing the email (@cliente.mo