Quick setup

Getting Helpdesk ready comes down to two things: a way for customers to reach you (a channel) and a team to answer them.

1. Connect a channel

Tickets arrive through channels. Set up at least one:

• Email — connect a support address so incoming mail becomes tickets. See Email accounts and Domains.
• Live chat — add the chat widget to your site so visitors can start conversations, under Settings → Channels → Web Widget.

2. Invite your team

Add the agents who’ll handle tickets under Settings → Team → Members, and group them so work can be routed. See Agent groups.

3. Make it yours (optional)

• Define the ticket statuses that match your workflow.
• Set up automations to route and act on tickets automatically.

Once a channel is connected and your team is in, you’re receiving tickets. Walk through one in Your first ticket.