Entries

Helpdesk

Ticket Categories Categories allow you to classify tickets within a desk. Customers can select a category when creating a ticket through the widget, ...

WebChat

Live Chat with Customers WebChat is a real-time communication module. It lets you have conversations with customers visiting your website — directly ...

WebChat

Chat Widget on Your Website Support Chat Widget is a JavaScript component embedded on your website. It displays a chat window through which customers...

WebChat

Response Templates Templates are ready-made responses that an operator can quickly insert during a chat conversation. They speed up client support an...

WebChat

WebChat Module Settings The WebChat admin panel (/webchat/admin) allows you to manage chat widgets and the general module configuration. What Can Be...

CRM

CRM Module The CRM module allows you to manage client relationships — from the first contact, through ongoing support, to tracking sales opportunitie...

CRM

Deals A deal is a sales opportunity or transaction associated with a client. Deals allow you to track the sales pipeline — from first contact to clos...

CRM

CRM Notes Notes allow you to record information about interactions with clients, contacts, and deals. They serve as a history of communication and im...

CRM

Client Statuses Statuses allow you to classify clients, contacts, and deals by service stage. Example statuses: “New”, “Active”, “VIP”, “Inactive”. ...

Knowledge Base

Entries An entry is an article in the knowledge base — it can be an instruction, guide, FAQ, or technical documentation. Entry Content An entry has...

Knowledge Base

Knowledge Base Categories Categories allow you to organize entries into logical groups. In the public view of the knowledge base, categories are disp...

Knowledge Base

Helplinks — Contextual Help in the Application Helplinks connect application interface elements with articles in the knowledge base. Thanks to them, ...

Knowledge Base

Knowledge Base Module Settings The settings panel (/kb) allows you to manage knowledge bases and their configuration. What Can Be Configured Knowle...

Forms

What Are Forms For Forms allow you to collect data from clients and external users — without the need to log into the system. A form can be embedded ...

Forms

What Are Submissions Submissions (results) are data sent by users who fill out a form. Each form submission creates a new entry with answers to all f...

Organization

AI in the Organize Module The Organize module uses artificial intelligence in several places — from spell checking to automatically generating work r...

Organization

Organize Module Settings In the Organize module settings, you can customize the view and behavior of tasks and work time tracking. Settings are divid...

Account

Account Settings Account settings allow you to configure basic information, appearance, and behavior of your account in the system. Basic Informatio...

Account

Users User management covers login, registration, invitations, and access control within an account. Login Login with email or username and passw...

Account

User Profile Each user has a global profile and settings specific to each account they belong to. Personal Information First and Last Name — displa...

Account

Domains Domains allow you to use your own web addresses instead of the default system subdomain. Adding a Domain To connect your own domain, add it...

Account

Activities Activities are a change log that records all significant operations performed in the system — creating, editing, and deleting objects. Wh...

Account

Requests Requests are a log of incoming HTTP requests to the system — a diagnostic and analytical tool for administrators. What Is Logged? Each req...

Account

Notifications The notification system informs users about important events in real time. Notification Types Tasks — task creation, editing, deletio...