Helpdesk Settings | Help Center

Service Information

Service Info
On this page: Main information about the service Main information about the service 👉🏽 Ticket. Communication with customers on all channels - email, live chat and social chat - is treated as a "ticket". Used ticket. Tickets are counted as used only when support people send a response or a new email to the customer from the Help Desk system. Incoming (received) tickets don't decrease ticket plan resources. If a ticket is closed withouFew readers
Notifications System
The HelpCenter app includes a global notification system that keeps agents informed about new activity across all connected workspaces, even if the agent was offline at the time of the message. On this page: Global Notifications Email Notifications Global Notifications In the sidebar of the admin panel, you will see a Notifications tab with a counter showing the number of unread notifications. To view the full list, click NotificFew readers

User Onboarding

Personal Settings

Personal Settings
On this page: How to configure personal settings How to add Signature How to configure personal settings 🤟 To open the Personal Settings, open the dropdown in the right corner and click on Settings -Personal Steps: Profile Settings Personalize your account information and preferences. Select your tFew readers

Unlimited Agents

Unlimited Agents
On this page: How to add Agents How to add Agents 👨🏻‍💼 Steps: Add Agents You can create an unlimited number of users (agents) to work with customers' emails, chat, and FB messenger inquiries. In order to create new user agent you need to follow these steps: Settings → Agents → Create an agent (https://storage.crisp.chat/users/hFew readers

Email Channel

Email Channel
On this page: How to Setup Email Channels How to Setup Email Channels 📩 Steps: Adding new inbox You can add as many email accounts (inboxes) as you need to work with Shopify customers Different emails for supporting different stores Bigger stores might need different inboxes for support, sales and other purposes In order to create a new email account you need to follow these steps: Settings → Email channels → ”Add email”Some readers

Live Chat Channel

Messenger Channel

Messenger Channel
On this page: How to Connect Facebook Messenger Account How to Connect Facebook Messenger Account ⓕ Steps to connect your Facebook Messenger account to HelpDesk Settings → Messenger channels → ”Add account” Click the “Continue with Facebook” button. (Note : Make sure you are logged in with the Facebook account that has admin permissions for your Facebook business page) (https://storage.crisp.chat/usFew readers

Creating Chatbots

Creating Chatbots
On this page: How to Create your Chatbots How to Create your Chatbots 🧑‍💻 Steps to create your chatbot for a live chat account Settings → Chatbots Click the “Create new chatbot” button: (https://storage.crispFew readers

Ticket tags & Templates

Create Rules

Create Rules
On this page: How to Create Rules for your workflow automation How to Create Rules for your workflow automation Rules are a powerful tool to improve your workflow. You can keep a list of your customers, automatically add a VIP tag once you hear from them, and assign higher tier support or yourself to answer them. You can also use the Round Robin strategy, automatically assigning tickets to active agents in a cycle. SteSome readers

Multi-store setup

Multi-store setup
On this page: How to Add and manage additional stores in a multi-store setup How to Add and manage additional stores in a multi-store setup Steps to add and manage additional stores Enter the store domain and complete the verification process.Few readers