Welcome to the Helpshift Customer Learning Portal!

Explore on-demand Helpshift content ranging from onboarding webinars for beginners to advanced topics for pros looking to get the most from Helpshift features.

Learning Objectives

Managing Agents

Find out how to use Helpshift features to manage agents and boost productivity.

Reporting

Explore how to use Helpshift reporting and analytics to measure your success.

Workflows

Enable your team to work smarter, not harder, with Helpshift automation.

Automation & Bots

Enhance productivity and customer experiences with automation and bots

Helpshift Onboarding Series

Part One: Getting started with Helpshift

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Part Two: Implementing support workflows and best practices

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Part Three: Understanding Helpshift automation and analytics

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Additional Learning Content

Best Practices for Power BI FAQs and Agent Analytics

Understand FAQs and agent workload analytics for a better user support experience.

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Best Practices for Issue & User Segmentation

Explore best practices for providing better customer support by segmenting and capturing issue types and customer details.

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Best Practices for Custom Issue Fields

Get tips on how to set up Custom Issue Fields to build better support workflows and improve your segmentation and metrics.

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Best Practices for Automations

Discover the most efficient and effective automation types for supporting workflows, learn how to set them up, and see common use cases.

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Custom Bots and External APIs: How to Improve Support Conversations with Data

Learn how to create Custom Bots, leverage external API calls, and gather data from external systems to enhance support conversations.

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Best Practices for Dashboard and Power BI Support Analytics

Find out how to use Helpshift metrics and Power BI Support Analytics to improve your support operations and business decisions.

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