Quick Start

Log in

Open your helpdesk URL in a browser and sign in using one of the available methods:

• Email and password — enter the credentials you were given during setup.
• Google or Microsoft — click the relevant social login button.
• CRM SSO — if your agency uses CRM-based single sign-on, click Sign in with CRM and authorise access.

After signing in you will land on the Dashboard.

Explore the dashboard

The dashboard gives you an at-a-glance summary of your helpdesk activity:

• Stat cards show open tickets, unassigned tickets, tickets due soon, and resolved today.
• Recent tickets lists the latest activity so you can jump straight in.

Use this page to spot anything that needs immediate attention.

Create your first ticket

1. Click the New Ticket button in the top-right corner of the Tickets page.
2. Enter a subject that summarises the request.
3. Write the opening message with the details.
4. Select or search for a contact — the person the ticket is about.
5. Optionally set a priority and department, then click Create.

Your ticket is now open and ready for a response.

Send a reply

1. Open the ticket you just created (or any ticket from the list).
2. Scroll to the message composer at the bottom of the conversation.
3. Type your reply. You can format text, add attachments, or toggle to an internal note if you only want your team to see the message.
4. Click Send.

The client will receive your reply by email, and the full conversation is saved on the ticket.

Check your settings

If you are an owner or admin, head to Settings in the sidebar to configure:

• Branding — upload your logo and set your brand colours.
• Departments — create team groupings so tickets route to the right people.
• SLA — define response-time targets for each priority level.

These settings shape how your helpdesk looks and behaves for your entire team.