Welcome to the Helpdesk

Welcome to the Helpdesk, a centralized workspace for managing customer conversations, service requests, internal collaboration, knowledge, and support operations.

The Helpdesk brings tickets, contacts, companies, activities, knowledge articles, automation, SLA management, analytics, and communication channels into one workspace.

What you can do

Agents can use the Helpdesk to:

• receive and manage customer requests;
• organize work using statuses, priorities, teams, and assignees;
• collaborate on tickets and related activities;
• maintain customer and company information;
• create and use knowledge articles;
• work with service-level agreements;
• automate repetitive processes;
• review operational performance through analytics and reports.

Your workspace

After signing in, the available modules and actions depend on your role and permissions.

Your organization may also configure teams, workflows, custom fields, channels, SLAs, automation rules, and other settings to match its service processes.

Next steps

Continue with Helpdesk Overview to understand the main areas of the platform.