Getting Started

Guide: Okta SSO Integration

Our Okta SSO integration allows you to provide secure identity management for your support team using one of the most popular enterprise access management tools available on the market today. With Okta, SSO, you’ll have the ability to: Ease of access: no need to manually type in, renew, or worry about weak login credentials causing […]

Guide: OneLogin SSO Integration

Our OneLogin SSO integration allows you to effectively manage access to your Helpshift Dashboard using a secure and scalable identity management system. The benefits of using OneLogin SSO include: Ease of access: no need to manually type in, renew, or worry about weak login credentials causing security issues Prevent common weak points in the authentication […]

Guide: Slack Integration

Integrating Slack with Helpshift via Webhooks allows you to set up custom Slack notifications for new Issues, and review Helpshift Issue details without having to leave the Slack console. This guide will go over how to notify a Slack channel about a New Issue when it is created in a Helpshift Dashboard. You can also […]

Guide: JIRA Integration

Integrating JIRA with Helpshift via Webhooks allows you to create a new JIRA ticket using information from a Helpshift Issue. This can be helpful for collaboration between your Product and Support teams. We recommend being selective about the types of JIRA tickets being created from Helpshift. For example, you can create a JIRA whenever an […]

Guide: Trello Integration

Integrating Trello with Helpshift via Webhooks allows you to create new Trello boards or cards using information from a Helpshift Issue. This can be helpful for collaboration between your Product and Support teams. To complete this process, we use Zapier, a tool for integrating web applications. Zapier allows you to configure Webhooks, a service for […]

Guide: Salesforce Integration

Important: From 31st Dec 2022 onwards, technical support will not be provided by Helpshift for versions older than 2.19. Customers can continue to use packages older than 2.19, and the integration will work as usual. Please contact Helpshift Support if you need help upgrading to the latest version. Note: If you are using the Salesforce package/version below 3.0, […]

Guide: Zendesk Integration

Our Zendesk Integration allows you to sync Issues and knowledge base in Helpshift to your Zendesk dashboard. This enables your Zendesk Agents to review and respond to Helpshift Issues as Zendesk tickets. With this integration, you can continue offering world-class mobile and web support via the Helpshift SDK, while also optimizing your workflow by providing […]

Guide: Webhooks for Custom Issue Fields

With Custom Issue Fields, you can categorize and route Issues based on specific classifications automatically applied by the SDK when the Issue is created. This enables you to use all of the data available to you about your users from our SDK, including metadata and Custom Data, to automatically assign the Issue to the right […]

How do I edit my profile avatar in Helpshift?

Although there is no option to directly edit your personal profile picture in Helpshift, our integration with Gravatar will help you achieve this. To change your profile picture, complete the following steps: Sign up for a Gravatar account – remember that you need to register with Gravatar with the email address you use to sign […]

What is Salesforce Lightning Messenger Experience enhancement?

Our Salesforce Integration is now enhanced to be compatible with the Salesforce Lightning messenger guidelines. The new version of the Salesforce Lightning messenger includes: Improvements to the overall structure, color schemes, and typographical. Notification alerts on the Tabs to inform agents about active conversations. Permission Settings: Admins need to enable the ‘Change Data Capture’ permission […]

Guide: Salesforce 3.0 package upgrade

Important: From 31st Dec 2022 onwards, technical support will not be provided by Helpshift for versions older than 2.19. Customers can continue to use packages older than 2.19, and the integration will work as usual. Please contact Helpshift Support if you need help upgrading to the latest version. What is new in 3.0? Optimized faster loading and syncing […]

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