The Gatherdesk library
Good work starts
with a clear next step.
From your first enquiry to your next handover. Practical guides to a workspace where everyone knows what happens next.
One conversation. One clear owner.Learn to claim, reply and hand over enquiries.A little guidance. A lot of clarity.
Find your next step.
8 guides to explore
Your first day in Gatherdesk
Find your workspace, understand the dashboard and set up a practical first workflow.
Start here4 min read
Business types and enabled services
Understand what changes by industry and how services, plans and permissions work together.
Start here5 min read
Claim, reply and hand over enquiries
Keep one clear owner for each enquiry, including conversations from your website.
Daily work5 min read
Install chat on your website
Configure your business's widget, allow your website and send a first test enquiry.
Workspace setup6 min read
Team access and source routing
Give colleagues the right permissions and connect incoming sources to the right team.
Workspace setup4 min read
From customer work to an invoice
Create industry-specific work, add priced service items and keep customer billing consistent.
Daily work5 min read
Your plan, services and payments
Review the workspace subscription, understand Free access and report a payment when required.
Workspace setup4 min read
Branding, channels and AI settings
Organise your workspace identity, communication channels and optional AI provider.
Workspace setup5 min read