Getting Started

Foundation: Plan Your User Experience

Prior to integrating the Helpshift SDK, we recommend reviewing the following guides with your developer to determine the best feature set for your in-app user experience. To set up web support, set up Web Chat for visitors to your website.


Setup: Create Your Workflow

Support Admins: these guides are for you to get acquainted with the core features of the Helpshift Dashboard. Share the Agent Experience guide with your team to help them get started managing Issues with Helpshift.


Advanced: Optimize Your Workflow

Learn how to utilize our advanced features to further enhance your support team’s workflow and improve your users experience.


Analytics: Get Valuable Insights With Data From Your Dashboard

Track the effectiveness of your workflow, team, FAQs and more by tracking key metrics in our Analytics and Power BI Dashboards.


Integrations: Gain Flexibility by Connecting With Other Systems

Harness the power of external tools that connect seamlessly with Helpshift to maximize the value of your Dashboard.


Security: Protect Your Data With Single Sign-On

Manage access to your Helpshift Dashboard by integrating a secure and scalable identity management system.

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