Getting Started

Guide: Live Chat Experience

Helpshift provides all the tools you need to offer a live chat experience for some or all of your users. Implementing our typing indicator allows your users to see when an Agent is typing a reply back. This is similar to the behavior of many conventional chat applications, such as iMessage or Whatsapp. In addition […]

Guide: Using Automations

As the name implies, Automations in Helpshift allow you to automate aspects of your workflow to improve efficiency and Agent performance. You can perform a variety of functions on an Issue when it is created, including: Automatically tagging and assigning Issues to Smart Views, Queues, or individual Agents Adding Autoreplies to let users know the status […]

Guide: Workflow Management

This guide is designed to walk you through setting up key workflow management features so that when a new Issue comes into your Dashboard, it will automatically be properly categorized and prioritized so the Agent can immediately tell what it’s referring to provide a solution. The features you can use to create a custom workflow are as follows: Teams: […]