Help docs
Everything you can do with HelpDesk, step by step
21 guides with screenshots, from your first sign-up to campaigns, bots, the AI assistant, Shopify and Google Sheets.
Getting started
- Sign up and start your free trialCreate your workspace in four short steps. Free for 7 days, no card needed.Read the guide
- Connect your WhatsApp numberLink your business number with Facebook in a few clicks, or keep using the WhatsApp Business app.Read the guide
- The overview dashboardToday at a glance: who is waiting, open chats, messages and where chats are going.Read the guide
Inbox and team
- The shared inboxEvery WhatsApp chat in one place for your whole team: reply, transfer, note, label and search.Read the guide
- Departments and routingSend each chat to the right team with a menu of departments, each with its own hours.Read the guide
- Your team and their rolesInvite your staff, each with their own login and only what they need to see.Read the guide
- Quick repliesSave the answers you type every day and send them with a shortcut.Read the guide
- Chat labelsSort chats with coloured labels, and show the important ones as tabs.Read the guide
- NotificationsThe bell, emails and phone alerts: know when a chat, a template or a campaign needs you.Read the guide
Customers and messages
- ContactsEveryone who has written to you, with tags, your own fields and import from a spreadsheet.Read the guide
- Message templatesMessages Meta approves in advance, for reaching customers first and for campaigns.Read the guide
- CampaignsSend an offer or an update to many customers at once, and see who received and read it.Read the guide
Automation and AI
Catalogs and stores
- CatalogsYour menu, products, courses or orders - for your team, the bot and the AI to answer from.Read the guide
- Google SheetsKeep a catalog in a Google Sheet: edit the sheet, and HelpDesk keeps up every 15 minutes.Read the guide
- ShopifyYour Shopify products and orders in HelpDesk: the AI answers stock and price questions, customers check their orders.Read the guide
Instagram and Messenger
Reports and billing
Prefer to watch?
The whole tour in under five minutes
Sign up, connect WhatsApp, and see the inbox, departments, team, bot flows, the AI assistant and campaigns at work - in English or Urdu.
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