內容簡介
Cliedesk 是一個完整的客服系統，運行於您的 WordPress 網站上。它提供即時聊天、聯絡表單和客戶入口，所有對話和客戶資料都保存在您的資料庫中，無需支付代理費用，且免費外掛無使用限制。
【主要功能】
• 共享收件箱，整合即時聊天與聯絡表單
• 自訂業務時間的輕量級聊天小工具
• 知識庫與客戶入口，客戶可查看對話
• 自動化規則，簡化客服流程
• WooCommerce 訂單整合，實時查看訂單狀態
• 團隊報告與隱私工具，支持無限代理
外掛標籤
開發者團隊
原文外掛簡介
Cliedesk is a complete helpdesk that runs on your own WordPress site. Your team works in a fast, full-screen app at /dash (the address can be changed). All conversations, customers and files stay in your own database. There are no per-agent fees and no limits in the free plugin.
Shared inbox
Live chat, contact forms and the customer portal in one inbox; replies go out by email (WordPress mail or SMTP) with a link to the portal, where customers answer
With Cliedesk Pro: connect your support mailbox (IMAP or forwarding), so customer emails become conversations and customers can just reply to your emails
Assign, prioritise, tag, snooze, merge and split conversations; private notes and @mentions
Saved views, search with filters, keyboard shortcuts and a command palette
Saved replies and macros, signatures, scheduled and undo-send replies
Collision detection so two agents never answer the same customer at once
Chat widget and forms
A lightweight chat widget with business hours and offline messages
A request form as a block, a shortcode or its own link
With Cliedesk Pro: Contact Form 7, WPForms, Gravity Forms, Fluent Forms and Formidable Forms entries become conversations
A JavaScript API for developers (Cliedesk.open(), Cliedesk.prefill() and more)
Help center and customer portal
Knowledge base with categories, search and article feedback
Customer portal: customers see and answer their own conversations; with WooCommerce it is a “Support” tab in My Account
Article suggestions while customers type
Automation and business hours
One-step rules that run on events (new conversation, customer reply, status or field change, contact changes) with conditions and actions, plus ready-made recipes such as an automatic acknowledgment; resolved conversations close by themselves after a few days
Queues with manual or round-robin assignment, a default assignee and Online/Away status
Business hours, public holidays and closure mode, with an honest “we will reply by” time for customers
WooCommerce
The customer’s orders next to every conversation, read live from WooCommerce (works with high-performance order storage)
Order lookup by number, email, phone, name or product
Private and customer order notes from the helpdesk; order notes in the conversation timeline
Team, reports and privacy
Unlimited agents, teams, six default roles and an audit log
Reports: overview (volume, response and resolution times), channels, backlog, satisfaction (CSAT), the help center and the chat widget
Contacts and organisations with custom fields, segments and a customer timeline
Privacy tools: export, erase and retention rules, connected to the WordPress privacy tools
WP-CLI commands for jobs, data, exports and more
Cliedesk Pro
Cliedesk Pro is a separate, paid add-on for growing teams. It adds AI (copilot and AI agent, with your own AI provider key), incoming email (support mailboxes by IMAP or forwarding, and replies by email), multi-step and time-based automation, SLA policies, advanced routing, advanced reports and exports, custom roles and permissions, settings per product, more channels and email providers, WooCommerce actions such as refunds, and a public API.
This plugin does not need Cliedesk Pro. It contains no Pro or AI code, has no trial or locked features, and never locks your data: export and the WordPress privacy tools always work.
Privacy
Cliedesk sends no usage data and has no telemetry. It loads no remote fonts, scripts or analytics. The services listed under “External services” are used only when you turn on the feature that needs them.
Source code, bugs and contributing
The source code of the app and chat widget (TypeScript), with the build tools and build steps, is on GitHub: github.com/degird/cliedesk. Report bugs or contribute there.
External services
Cliedesk contacts no external service on its own. These services are used only after you turn on the feature that needs them:
Your email server (SMTP): when you add an SMTP connection, Cliedesk connects to the server you enter to send email. Only your login and the emails are exchanged, with the provider you chose.
Cloudflare Turnstile or hCaptcha: when you turn on spam protection with one of them, the chat widget and forms load the provider’s check and your site sends the visitor’s answer token to the provider to verify it. Turnstile terms: https://www.cloudflare.com/website-terms/ Privacy: https://www.cloudflare.com/privacypolicy/ hCaptcha terms: https://www.hcaptcha.com/terms Privacy: https://www.hcaptcha.com/privacy
Browser push services: when an agent turns on push notifications, notifications are sent, encrypted, to the push service of that agent’s browser (for example Google, Mozilla or Apple). The message contains the notification text only.
Web pages you add as knowledge: when you add a web page or sitemap as a knowledge source, Cliedesk downloads those pages from the addresses you entered.
Gravatar (by Automattic): when the Gravatar setting is on, avatars may be loaded from gravatar.com by the browser. The request contains a hash of the email address. Terms: https://automattic.com/tos/ Privacy: https://automattic.com/privacy/
Freemius: the bundled Freemius SDK runs in anonymous mode and sends nothing from this plugin. It is used only when you choose to install or activate Cliedesk Pro. Terms: https://freemius.com/terms/ Privacy: https://freemius.com/privacy/
