Megadesk Documentation

Introduction

Welcome to Megadesk. Learn how the platform helps you manage customer support across chat, email, and forms — all from one shared inbox.

Megadesk is a customer support platform built around a shared inbox. Every conversation — whether it comes from your chat widget or contact form — lands in one place where your team can respond, assign, and resolve tickets together.

On top of that, Megadesk gives you a powerful AI-agent that you can train on your own data and website. The chatbot handles common questions automatically so fewer tickets reach your inbox in the first place.

The shared inbox

The inbox is where your team works. All incoming support requests show up as tickets that can be assigned to team members, tagged by category, snoozed, and resolved.

  • All tickets in one place — Chat conversations and contact form submissions appear side by side.
  • Assignment & ownership — Assign tickets to yourself or team members. Filter by "My inbox" to see your own queue.
  • Tags & templates — Organize tickets by category using templates. Each template can define custom fields that get captured when the ticket is created.
  • Snooze — Temporarily hide a ticket and have it resurface later.
  • AI-suggested replies — Get reply suggestions based on your knowledge base to speed up response time.

Two ways to collect support requests

Chat widget

An embeddable chat widget that sits on your website. Visitors can start a conversation and get instant answers from the AI chatbot. If the bot cannot help, the conversation becomes a ticket in your inbox.

Contact form

An embeddable form that lets visitors submit a structured support request. You define the fields through inboxes — for example an order number, issue type, or description. Submissions automatically create a ticket and notify your team.

Both embeds are added to your website with a single script tag.

Reducing ticket volume with automation

The AI chatbot is trained on your knowledge base — your website content, uploaded documents, and preferred responses to common questions. When a visitor asks something the bot already knows, they get an answer immediately without creating a ticket.

You can take this further with actions. Actions let the chatbot do things like open a booking link, collect lead information through a form, or call your own API — all inside the chat. This means visitors can self-serve for tasks like checking order status or booking a demo without ever reaching your team.

Popups add another layer by proactively nudging visitors when they scroll to specific parts of your page, starting a conversation with context already filled in.

Next steps

Ready to get started? Head to Setting up your chatbot to add the widget to your website and start configuring your bot.