DeskGo Documentation
Practical guides for setting up and running the DeskGo services your company needs—from workforce and attendance to bookings, CRM, WhatsApp, proposals, payments, reports, and Pilot.
Start here
Quick Start Guide
Set up your company, invite the team, choose services, and prepare the first workflows.
Company Administration
Understand workspace ownership, roles, services, locations, and company-level controls.
Access & Installation
DeskGo is cloud-based. Learn browser access, account setup, and the practical prerequisites.
DeskGo services
Choose the guide for the service enabled in your company. Each page explains setup, daily workflows, controls, and common questions. No API setup is required for these product workflows.
Attendance & Team Ops
Configure working calendars, shifts, locations, attendance approvals, corrections, and daily team visibility.
Read guideWorkforce & Payroll
Set up employee records, salary cycles, deductions, payslips, approvals, and workforce administration in one controlled workspace.
Read guideBookings & Services
Publish services, configure availability, assign staff, collect booking details, and manage customer booking journeys.
Read guideCRM & Customer Growth
Organize customer profiles, conversations, follow-ups, booking history, proposals, invoices, and relationship activity.
Read guideWhatsApp Business & Automation
Connect WhatsApp Business communication with team inboxes, customers, bookings, follow-ups, notifications, and support workflows.
Read guideProposals, Invoices & Payments
Prepare proposals, track decisions, issue invoices, configure payment collection, and keep commercial activity connected to customers.
Read guideNotifications & Business Alerts
Keep employees, managers, customers, and operators informed about bookings, payments, attendance, payroll, and business events.
Read guideInventory & Field Operations
Track items, stock movement, locations, field teams, service context, and operational handoffs in a connected workspace.
Read guideReports & Insights
Review payroll, attendance, bookings, customers, payments, proposals, messages, inventory, and operational activity.
Read guideIndia Payroll & Compliance Scope
Understand the India-focused payroll inputs, review controls, and compliance boundaries that DeskGo currently documents.
Read guideMultiple Company Workspaces
Plan separate company workspaces, payroll rules, attendance calendars, users, and reports for a group with more than one business entity.
Read guideIntegrations & API Scope
See which connected workflows are publicly documented and what must be confirmed before building an external integration.
Read guideDeskGo Pilot
Use governed AI assistance inside selected DeskGo workflows for questions, summaries, drafts, classifications, and workflow guidance.
Read guideContent, Documents & Administration
Manage company settings, reusable content, documents, access, billing, templates, and workspace controls.
Read guideOperating principles
Configure the company first
Set timezone, work calendar, branches, roles, services, and approval owners before relying on automation or reports.
Enable only what you need
DeskGo is modular. Companies can start with selected services and expand as their operations grow.
Keep permissions deliberate
Give each role the access it needs and review ownership when teams, branches, or responsibilities change.
Review important decisions
Payroll, financial, employment, customer, and publication decisions remain subject to authorized human review.