New client onboarding
Get your helpdesk live in three steps
Welcome aboard. Everything you need to launch your branded support desk — the live avatar, your knowledge base and paid consultations — is laid out in one short guide.
- Your logo, colors and own domain
- An avatar trained on your documents
- Paid consultations with Zoom links
Takes about 15 minutes · no code required
Setup guide
The three steps, in order
Each step only works once the one before it is done.
01
Sign in and configure your helpdesk
Where: Customer Helpdesk
- •Sign in to your account, then open Customer Helpdesk in the left navigation.
- •Work through the tabs in order: Brand & Domain, Knowledge, Consultation, Zoom.
- •Knowledge is the one that matters most — add your documents or website URLs so the avatar has something to answer from.
A helpdesk belongs to the account that created it, so only that account sees its setup screens.
02
Publish the helpdesk, then the app
Where: Brand & Domain → Publish
- •Turn on the Published switch inside the helpdesk, then publish the app from the editor.
- •Your public page goes live at /helpdesk/your-slug on your published address.
- •Open that link while signed out to check the branding, avatar and booking hours.
03
Turn on payments and email delivery
Where: Secrets + Domains
- •Add your PayPal client ID, secret and environment on the Secrets page, or paid bookings will not start.
- •Connect a custom email domain so client confirmations, reschedule links and reminders actually land.
- •Zoom needs Server-to-Server OAuth credentials from a Zoom Marketplace app — a normal Zoom login is not enough.
Until these are in place the desk still answers questions for free; only paid bookings depend on them.
Ready to start?
Sign in to your account, then open Customer Helpdesk.