Support & Documentation

Welcome to our HelpSpot portal. Note, that this is a customized portal designed to integrate seamlessly into the rest of our site. You can easily do the same, find out how.

Knowledge Books

Getting Started

A cheat sheet pointing out the most common configuration items to get you rolling.

Users Manual

HelpSpot interface and functionality explained. Geared towards all User levels, this guide is the starting point when looking to understand the fundamentals of HelpSpot.

Installation and Upgrade Manual

How to install and upgrade HelpSpot on your own server. Note: if you are using HelpSpot Cloud this documentation is not needed.

Admin Manual

Everything you need for installation, upgrading, configuration and other advanced issues.

API Manual

Complete documentation on all of the HelpSpot API's.

FAQ

Answers to semi-random questions!

Thermostat / HelpSpot Integration

This book documents the integration between HelpSpot and Thermostat.io for delivering NPS surveys to customers.

Knowledge Book Pages Rated Most Helpful

Admin Manual ~ Version 2 - Template Changes

Admin Manual ~ Microsoft SQL Server

Getting Started ~ Organize Data

Admin Manual ~ Upgrading - Redirect

Admin Manual ~ Populating Customer Information via Links

Admin Manual ~ Templates: The Basics

Admin Manual ~ Microsoft Exchange Server

API Manual ~ API Basics: URL, Methods, Return Formats, Authentication

Admin Manual ~ Formatted Text Syntax (Markdown)

API Manual ~ Live Lookup Overview