Quick Start Guide

Get up and running with Helplane in minutes.

Step 1: Navigate Your Workspace

The sidebar provides access to all main features:

• Inbox - View and respond to customer conversations
• Contacts - Manage your customer database
• Knowledge Base - Create help articles for self-service
• Analytics - Track support performance metrics
• Settings - Configure your workspace

Step 2: Set Up Your Brand

• Click Settings in the sidebar
• Select Brand Profile
• Add your brand name and logo
• Set your brand color
• Click Save changes

Step 3: Configure Channels

Connect the channels your customers use:

• Go to Settings > Chat Widget to set up live chat
• Go to Settings > Email to connect your support email
• Deploy the chat widget on your website

Step 4: Invite Your Team

• Go to Settings > Users
• Click Add User
• Enter their email and select a role
• Click Invite

Step 5: Start Responding

• Click Inbox in the sidebar
• Select a conversation from the list
• Type your response in the composer
• Click Send