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.

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 Tags


Accounts  /  Additional Licenses  /  Address Book  /  admins  /  Affiliates  /  Apache  /  API  /  API Errors  /  API Fields  /  API Sample  /  assignment  /  Attachments  /  Authentication  /  autocomplete  /  Automation Rules  /  Backup  /  batch closing  /  batch responding  /  BCC  /  billable  /  Categories  /  CC  /  chapters  /  check request  /  concept  /  conditions  /  Configuration  /  create forums  /  create requests  /  creating books  /  creating topics  /  Custom Fields  /  Customer ID  /  customer information  /  customer portal  /  customization  /  Customizing  /  debugging, PHP, Tools  /  definitions  /  Delete  /  deleting books  /  Email  /  Email Parser  /  errors  /  examples  /  Exchange  /  external notes  /  Features  /  Filter improvement  /  filtered views  /  Filters  /  Foreign  /  formatted text  /  forum posts  /  forums  /  gettting started  /  global filters  /  Gmail  /  Google Apps  /  helpspot  /  helpspot mobile  /  hidden chapters  /  hidden pages  /  history search  /  IIS  /  Images  /  inbox  /  Installation  /  iphone  /  knowledge books  /  knowledge tags  /  Language  /  languages  /  licenses  /  Licensing  /  limited access  /  Linux  /  Live Lookup  /  Mail Rules  /  Mailboxes  /  Maintenance  /  manage forums  /  manage posts  /  manage topics  /  Merge requests  /  Microsoft  /  missing request  /  Moving  /  MS Exchange  /  my queue  /  My Reports  /  MySQL  /  new install  /  note drafts  /  note qouting  /  Note Stream  /  Notes  /  Notifications  /  Office 365  /  Old Request Disappear  /  pages  /  Performance  /  permissions  /  personal filters  /  placeholders  /  Portal  /  portal password  /  portal username  /  Postgres  /  private forums  /  private notes  /  public forums  /  public notes  /  Red Hat  /  reminders  /  Renewal  /  report filters  /  reporting tags  /  reports  /  request grid  /  request history  /  Request not showing  /  request page  /  Request Push  /  requests  /  Resellers  /  Responses  /  SAML  /  samples  /  Screenshots  /  search  /  Secondary Portals  /  settings  /  share  /  SMTP  /  SPAM  /  SQL Server  /  Status Types  /  submit request  /  subscriptions  /  Support  /  support email  /  surveys  /  Tasks.php  /  Tasks2.php  /  Templates  /  terms  /  theory  /  Tickets not showing  /  time  /  Time Tracking  /  Todayboard  /  tracking time  /  trash  /  Tricks  /  Triggers  /  Troubleshooting  /  Ubuntu  /  Upgrading  /  User levels  /  users  /  V4  /  welcome  /  Widget Tab  /  Windows  /  workspace  /  Zend Optimizer  / 

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 ~ Microsoft Exchange Server
Admin Manual ~ Templates: The Basics
API Manual ~ API Basics: URL, Methods, Return Formats, Authentication
API Manual ~ Live Lookup Overview
Admin Manual ~ Formatted Text Syntax (Markdown)