- I want to understand how to set up my Helpshift.
- How do I configure Helpshift?
- What should I do first on my Helpshift instance?
- What do I have to do to get my Helpshift instance up and running?
You purchased a paid Helpshift subscription through Unity and now you would like to get started.
After purchase, wait to receive your Helpshift invitation in email. Then, follow the instructions within the email to finish setting up an administrative account for yourself on your newly provisioned Helpshift instance.
After you finish setting up your administrative account, Helpshift starts sending onboarding email messages to you, coaching you through your Helpshift implementation. These messages describe best practices and offer guidance as you build out your customer service practice.
You can expect to do — at a high level — the following:
- Invite other administrators.
- Set up your Helpshift instance to support one or more mobile apps.
- Start developing Help Center articles and FAQs.
- Share your API key with your mobile app developers and point them toward our SDK and API developer documentation.
- Start developing a customer service strategy, including your standard workflows. Your strategy will guide many future decisions, including how you use custom issue fields. Your custom issue fields will, in turn, help to drive many of your customer service workflows.
- Partner with your mobile app developers to start populating the custom issue fields on your Helpshift instance with app data passed from mobile devices.
- Set up your bots. Then, set up the new issue automations and time-based automations where your bots will run.
- Start setting up your preferred customer support channels, such as web chat and email.
- Set up the workspace for your customer service agents, called Agent Dashboard. This work includes preparing shared Smart Views, new issue automations, time-based automations, teams, groups, and issue-routing queues.
- Invite and train your customer service agents.
- Test that everything works as expected, and then go live.