Once you’ve been added as an Agent, Admin, or Supervisor to your Helpshift Dashboard, you’ll be able to log into your Dashboard in one of two ways: 1. Navigate to your Web Support Portal ...
dashboard
Guide: Power BI 101
This guide is for first time users of Power BI who have already activated and installed Power BI. If you have Power BI activated but have not yet set it up yet, please see our FAQ How do I install Po...
How can I direct user inquiries from my social media page to the Helpshift dashboard?
If your app or brand has a social media presence, you may receive questions or support requests from users through those channels, such as posts or messages to your company or apps Facebook page. Whil...
How do I do a hard refresh on the Helpshift Dashboard?
Caching issues and other browser problems can sometimes cause temporary UI glitches in the Helpshift Dashboard. To solve these, we recommend doing a hard refresh on your browser. Chrome (recommended b...
What can I see in the Analytics Dashboard?
The Analytics Dashboard is designed to give you an overview of metrics for each of your applications by Issue type, volume, and team performance. As the amount of Issues you receive increases, metrics...
How do Agents address Issues in the Dashboard via mobile web?
While the Dashboard isn’t optimized for small screens, it is mobile-friendly. iPads and other tablets are ideal for using the Dashboard on the go. Navigate to https://yourdomain.helpshift.com/m/admi...
How can I monitor SLAs for Issues in my Dashboard?
Issues in your Dashboard can be sorted by Queue Priority (only available if you have Queues unlocked on your Dashboard), Wait time, Latest, or Oldest, in the right-hand side of your Issues Feed. By de...
How do Agents attach files to replies from the Dashboard?
To attach a file, simply click the paperclip icon on the Conversation screen of the Issue Details page. A prompt will appear where you can select and attach the appropriate file. Agents can attach a ...
How do I share an Issue outside of the Dashboard?
There may be circumstances where an Issue needs to be shared with people outside of the Dashboard for a quicker resolution. These outside recipients do not have to be members of your Dashboard. The â€...
How does the Issues feed on my Dashboard work?
The Helpshift 3-pane Dashboard is designed to make Agent workflows smooth and efficient for multitasking. The first pane features the list of Smart Views; the second pane lists the individual Issues...
Guide: Setting Up Your Dashboard
This guide is designed to walk you through steps to set up your products and platforms in your Helpshift Dashboard. For complete steps to get started, including setting up workflow features and analyt...