The 5 minute setup using your Helpshift dashboard

Here are 4 simple steps that you can do in 5 minutes to get you started with Helpshift.
1. Setup email ticketing
Managing support requests in email is a nightmare!
- No prioritization
- No gauge of the ticket status
- Hard to tell who’s managing the case
With Helpshift, you can overcome all of this from the intuitive dashboard. Provide customer service from its rightful place and leave your email inbox for work.
2. Invite your team
If you have multiple people in your company providing customer support, they’ll need access to Helpshift. This way, they’ll all be alerted when a new ticket is openedcand can keep track of all conversations.
How to get it:
Once you hit the “invite” icon, enter the email addresses of all the people that need access to Helpshift. They will immediately receive an email to create their account. Team members will gain access to the dashboard as soon as they create a password for the account.
3. Add FAQ’s
To avoid customers flooding your support lines with common issues we recommend creating FAQ’s that are easily searchable. FAQ’s also reassure potential customers that you’re equipped to address their concerns.
To get you started here are a few recommended:
- I can’t log in
- How do I setup my account?
- How can I contact you?
- How can I update my information?
- How do I cancel my account?
These are just a few suggestions, yours may be different depending on what your customers have questions about.
Use images, videos and links to other content to provide the most comprehensive answer possible.
How you should use it:
You can create sections to group FAQ’s relating to common topics together. This will make it easier for your users to sift through them. We recommend that you create a section in your FAQ’s called “Known Issues.” That way if there is bug in your app, you can provide updates for the fix it that section.
4. Link to the support portal from the app store
Do this after you’ve added FAQ’s.
People visit app stores before they download an app and when they need help. Our mobile responsive support portal is designed to link from the app store to provide help.
How to get it:
How to set it up:
Copy the support portal link generated for you on the “Support Portal” page and paste it in to either Google Play or the App Store.