Welcome to Helpshift! This guide will walk you through each step to get started with the core features of the Helpshift Dashboard. If you haven’t done so already, create your Helpshift account at helpshift.com/signup.
Please note that setting up in-app support will require your developer. You can direct them to our Developer Implementation Guide to start integrating the Helpshift SDK into your app.
For additional guides and best practices, please see our Knowledge Base.
1. Invite Your Team
In Helpshift, there are 3 roles that team members can be assigned to: Agents, Supervisors, and Admins.
- The Agents (your support specialists) primary function is to respond to Issues from the Dashboard. They only have the ability to manage Issues and review FAQs.
- Supervisors (your support/team leads) can manage Issues and have additional permissions, including the ability to manage Agent Groups, add tags, block email addresses, and much more.
- Admins (your support managers/head of operations) have full permissions and can control all aspects of the Helpshift Dashboard, including workflows, web/email support, and individual app settings.
To learn more about these specific roles (including screenshots of what the Dashboard looks like for each one), please see What Are The Different Roles In Helpshift?
As you invite your team to the Helpshift Dashboard, consider which roles are the most appropriate for each member of your team, and how you can use the 3-role system effectively structure your current team structure. If you have a larger support team, you may also need to use Agent Groups or Teams to further organize your support organization.
When you’re ready for your team to join, you can invite them to your Dashboard as follows:
1. Click the Settings icon in the left navigation bar from the Dashboard, then under Organization, click ‘Teams’
3. At the top of the page, click the ‘Invite People’ button
A pop-up will appear where you can fill in the email addresses of team members you’d like to invite. Be sure to separate email addresses with a comma or semicolon. They will receive an email prompting them to activate their account.
After you’ve invited your Agents, they will be listed as pending on your Teams page. When that Agent joins, they will no longer be listed as pending.
Team members will gain access to their account as soon as they have created a password for their account.
When you invite new team members to your Dashboard, by default, they are added as Agents first. Once they’ve accepted the request to join, they can be upgraded to the role of Supervisor or Admin.
You and your Admins should review the Managing Your Team guide to create Agent Groups to organize your Agents. You’ll want to share the Agent Experience guide with your new Agents to help them get to know the Dashboard and start managing Issues.
Once you start receiving Issues, you can create Smart Views to manage them. Learn more by reading our guide to Smart Views.
Larger support organizations may wish to implement a custom workflow to automate Issue prioritization and assignment. Learn about our workflow tools, including Queues, Automations, Auto-Assignment, and Teams, by reviewing our Workflow Management guide.
2. Add Your App
Your app in Helpshift represents each individual mobile or web application you are supporting. For example, if your company has one mobile app for business users and a different mobile application for consumers, you will want to add both of these applications into Helpshift.
You can add your first app while signing up for a new account, and may also add apps by following the steps below:
1. From your Dashboard, Click the Settings icon in the left navigation bar
2. Scroll to the bottom where ‘App Settings’ is listed, then click ‘Add App’
From here you’ll be able to add your app nickname, available platforms, and the store URL. Once you’ve provided this info, click ‘Add App’.
You’ll then be automatically routed to the new app page, where you can add additional details, such as the languages supported and the mobile SDK configurations.
If your adding a mobile app, you’ll want to review the Understanding Metadata, Custom Issue Fields, and Tags guide to plan the best SDK configuration for your team.
To review complete steps for setting up a Web Chat app, please see our guide to Web Chat.
3. Create FAQs
To avoid end users overwhelming your Inbox with common issues, you’ll want to create a set of organized, easily searchable FAQs to deflect Issues. FAQs also reassure potential users that you’re equipped to address their concerns.
To help you get started, here are a few questions that may or may not be common for your customers to ask:
- I can’t log in
- How do I set up my account?
- How do I update my information?
More best practices can be found in What Should I Include In An FAQ Article?
Before setting up individual FAQ articles, you’ll want to add Sections. Sections are categories you use to organize related FAQs, such as ‘Billing’ or ‘Account’.
To add Sections, first, navigate to the FAQs Section area via the FAQs icon on the left navigation bar.
On this page, select your app from the drop-down menu.
Next, click the ‘Add Section’ button in the left header.
This will take you to a pop-up window where you can title the Section.
Click ‘Add Section’ to add the new section in your Web Support Portal.
To add your first FAQ article, click the ‘New FAQ’ button, also located in the FAQs section via the FAQs icon.
A pop-up will appear where you can add the question, answer, and keywords for the article. Keywords allow your users to find your FAQs easily via common search terms.
For detailed steps on setting up FAQs, please see our guide to Creating & Publishing FAQs.
4. Provide Email Support
Email support allows you to provide an email address that your end users can use to reach out to your support team. Emails received via this channel will appear as new Issues for your Agents to respond to, enabling you to manage support for all different channels in one place. This provides your users with a simple, easy way to get in touch with you, regardless of which product or service they are using or which platform they are using it on.
To set up email support, navigate to the Settings page via the icon on the left side.
From here, scroll down to ‘Email Support’ under Support Settings.
On this page, you’ll see the support email address that Helpshift has automatically generated for you. This is the address that your emails must come through to be filtered into your Helpshift Dashboard.
if you are already offering email support via a different address, you can set your current support email address to forward all emails into this one to ensure they appear in your Dashboard.
Click the gear icon shown in the screenshot above to adjust your account settings and add features, such as an automatic response to new Issues. For more info on how to do this, please see the following FAQs:
- How Do I Forward My Support Emails Into Helpshift?
- How Do I Create Separate Email Support Channels For The Different Apps I Support?
- How Do I Create Engaging Branding For My Support Emails?
The Web & Email Support guide provides a detailed overview on setting up email forwarding and customizing your Web Support Portal, which houses your FAQs and contact us form on the web.
5. Set Up Web Chat
Our Web Chat widget allows you to offer a live chat experience on your website. This additional channel makes it easy for your team to communicate with all of your end users, whether they visit your website or your mobile app.
Implementation of Web Chat requires collaboration between your web development and support teams. For a complete overview on how to get started, please see our Web Chat guide.
6. Offer In-app Support
In-app support allows you to offer FAQs and live support to mobile users from directly within your app. Using the Helpshift SDK, your in-app support experience could look like this:
In-app support first requires your developer to set up the SDK within your mobile application. For more info on setting up the SDK, please direct your developer to our Developer Implementation Guide.
To set up additional features and learn more about Helpshift best practices, please review our Knowledge Base.