Installing ClientDesk
Download the installer and run it — ClientDesk installs like any Windows desktop app, and your contacts and messages are stored locally on your machine from the very first launch.
Activating your license
After purchase, activate ClientDesk with your license key from within the app's activation screen. Activation is checked periodically, with a 14-day offline grace period if you lose internet access.
Connecting Telegram
Telegram is the quickest channel to set up — create a bot via Telegram's BotFather, then paste the bot token into ClientDesk's channel settings. Messages sent to that bot will start flowing into your ClientDesk inbox right away.
Connecting WhatsApp, Instagram, or Email
These channels connect using your own account or API credentials for that platform, since WhatsApp, Instagram, and Email all require authorization directly from the business owner rather than through a third party. Enter your credentials for each channel in ClientDesk's channel settings to start receiving and auto-replying to messages there.
Setting your reply tone
Each contact can have its own tone setting — Professional, Friendly, Formal, or Empathetic — so replies match how you'd actually want to sound with that specific client, rather than one generic voice for everyone.
Voice messages
Incoming voice notes are automatically transcribed, understood, and replied to with a natural-sounding voice message in the same language the client used.
Pipeline and follow-ups
Every contact sits on a kanban pipeline — Lead, Contacted, In Progress, Closed — so you can see where things stand at a glance. Set a follow-up date on any contact and ClientDesk will surface who needs your attention each morning.
Working hours and away messages
Set your business hours in Settings, and clients messaging outside them get your custom away message instead of an AI reply — useful for setting expectations without burning through your usage overnight.
Troubleshooting
Messages aren't arriving from WhatsApp/Instagram/Email: double-check the account credentials entered in that channel's settings — these connections depend on your own account staying properly authorized with that platform.
License shows expired after being offline: ClientDesk allows a 14-day offline grace period; reconnect to the internet to re-verify your license.
Still stuck? Email support@smartyapps.xyz.