Settings & Admin

Data and Privacy

Export your data or delete your account. Accessing Data Settings Go to Settings in the left sidebar Select Data...

Updated Dec 02, 2025

Exporting Reports

Download your analytics data for offline analysis. Exporting Analytics Go to Analytics Set your filters (time range,...

Updated Dec 15, 2025

Performance Trends

Track your support metrics over time. Viewing Trends In the Analytics dashboard, scroll to the Trends section to see...

Updated Dec 15, 2025

Knowledge Base Analytics

Understand how customers use your help center. Accessing KB Analytics Go to Analytics in the left sidebar Scroll...

Updated Dec 15, 2025

Analytics Overview

Track your support team's performance with real-time analytics. Accessing Analytics Click Analytics in the left...

Updated Dec 15, 2025

Analytics Dashboard

Monitor your support performance with real-time analytics. Accessing Analytics Click Analytics in the left sidebar...

Updated Dec 15, 2025

AI Credits

Understand how AI credits work in Helplane. What are AI Credits? AI credits are used when you use AI-powered...

Updated Dec 15, 2025

Managing Your Subscription

View and manage your Helplane subscription. Accessing Billing Go to Settings in the left sidebar Select Billing...

Updated Dec 15, 2025

Managing Billing

View and manage your subscription and payments. Accessing Billing Go to Settings in the left sidebar Select Billing...

Updated Dec 15, 2025

Subscription Plans

Choose the plan that fits your support needs. Available Plans Free Plan - $0/month Perfect for small teams getting...

Updated Dec 15, 2025

Understanding Plans

Choose the right Helplane plan for your team. Available Plans Free Plan - $0/month 50 conversations per month 3 team...

Updated Dec 02, 2025

Importing Contacts

Bulk import contacts from a spreadsheet. Preparing Your File Create a CSV or Excel file with these columns: Column...

Updated Dec 15, 2025

Contact Notes

Keep track of important information about your customers. What are Contact Notes? Notes let you record important...

Updated Dec 15, 2025

Managing Contacts

View and manage your customer database. Accessing Contacts Click Contacts in the left sidebar to view your contact...

Updated Dec 15, 2025

Connecting Shopify

View customer orders, process refunds, and cancel orders directly from your HelpLane inbox. Plus, embed the chat...

Updated Dec 15, 2025

Connecting WooCommerce

View customer orders and purchase history directly in your HelpLane inbox. What the WooCommerce Integration Does...

Updated Dec 15, 2025

Installing the WordPress Plugin

Add HelpLane live chat to your WordPress site with automatic user identification. What the WordPress Plugin Does...

Updated Dec 15, 2025

Connecting Jira

Create and link Jira issues from customer conversations to track bugs, feature requests, and support tasks....

Updated Dec 15, 2025

Managing API Keys

Access the Helplane API for custom integrations. What are API Keys? API keys let you connect external applications...

Updated Dec 15, 2025

Connecting Stripe

View billing information and manage subscriptions from your inbox. What the Stripe Integration Does View customer...

Updated Dec 15, 2025

Connecting HubSpot

View customer data from HubSpot CRM directly in your inbox. What the HubSpot Integration Does View HubSpot contact...

Updated Dec 15, 2025

Connecting Slack

Handle customer conversations directly from Slack with two-way message sync. What the Slack Integration Does Two-way...

Updated Dec 15, 2025

Auto-Close Settings

Automatically close inactive conversations to keep your inbox organized. Accessing Auto-Close Settings Go to...

Updated Mar 22, 2026

Data & Privacy

Manage your data and account. Accessing Data Settings Go to Settings in the left sidebar Select Data under Account...

Updated Dec 15, 2025

Notification Preferences

Control how Helplane notifies you. Accessing Notification Settings Click your avatar in the bottom-left corner...

Updated Dec 15, 2025

Security Settings

Keep your Helplane account secure. Accessing Security Settings Click your avatar in the bottom-left corner Select My...

Updated Dec 15, 2025

Profile Settings

Customize your Helplane profile. Accessing Your Profile Click your avatar in the bottom-left corner and select My...

Updated Dec 15, 2025