Admin Overview And Setup

Version 1.9.3

This part is for site owners, administrators, support leads, and operations staff who manage Awedesk from WordPress admin screens. It focuses on setup, daily administration, privacy, and troubleshooting through visible screens and buttons.

Admin Responsibilities

  • Keep support pages assigned and visible to the right audience.
  • Decide whether visitors can continue as guests, register, reset passwords, or sign in with usernames.
  • Create departments, labels, saved replies, and staff accounts before support volume increases.
  • Review ticket volume, unresolved work, satisfaction results, email delivery, and privacy requests.
  • Keep sensitive support data protected through staff permissions, ReCAPTCHA, and privacy workflows.
  • Review Pro features only when the active license and business workflow require them.

Admin Menu Map

AreaWhere to goWhat it is for
DashboardWordPress admin > Awedesk > DashboardReview support volume, resolved work, staff activity, and satisfaction signals.
SettingsWordPress admin > Awedesk > SettingsControl appearance, support pages, account access, security, email, survey, advanced behavior, and enabled feature panels.
AgentsWordPress admin > Awedesk > AgentsAdd staff, edit staff roles, assign departments, and manage staff-related details.
LabelsWordPress admin > Awedesk > LabelsCreate labels that staff can apply to tickets and clients.
Predefined RepliesWordPress admin > Awedesk > Predefined RepliesCreate saved answers that staff can insert while replying to tickets.
DepartmentsWordPress admin > Awedesk > DepartmentsCreate support teams, routing areas, default staff assignments, and department visibility rules.
Mail QueueWordPress admin > Awedesk > Mail QueueInspect queued notification emails and delivery status.
Survey ResponsesWordPress admin > Awedesk > Survey Responses, when visible in your buildReview customer satisfaction responses, narrow results, manage pending surveys, and export response lists.
Spam QuarantineWordPress admin > Awedesk > Spam Quarantine, when email import is enabledReview blocked or quarantined imported emails, release safe messages, and manage sender decisions.
Chatbot FAQWordPress admin > Awedesk > Chatbot FAQ, when chatbot is enabledMaintain chatbot question and answer rules.
Privacy ToolsWordPress admin > Tools and Settings > PrivacyExport, erase, and document Awedesk support data through WordPress privacy tools.

First-Time Setup Checklist

1. Open WordPress admin and confirm the Awedesk menu appears. 2. Create or choose the public support page customers will use. 3. Create or choose the staff support page agents will use, if staff should work from a separate page. 4. Open Awedesk settings and assign the customer and staff support pages. 5. Set the default light or dark appearance and choose accent colors that fit the site. 6. Decide whether guests may submit tickets without signing in. 7. Enable ReCAPTCHA if the support form is public or receives spam. 8. Create departments before adding staff so each staff member can be assigned immediately. 9. Add agents and managers, then assign them to the departments they handle. 10. Create labels for common routing and triage needs. 11. Create saved replies for repeated answers. 12. Review email notification settings and send a test ticket from the customer page. 13. If satisfaction surveys are needed, enable them after ticket closing rules are understood. 14. If email import is needed, configure the mailbox connection and test with a safe mailbox first. 15. Review privacy policy guidance and confirm your site policy covers support data.