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Admin Manual

• 1. Email Setup and Troubleshooting
  • 1.1. Mailbox Setup - Microsoft / Office 365 Email Configuration
  • 1.2. Mailbox Setup - Microsoft Advanced (Self-Managed)
  • 1.3. Mailbox Setup - Google G Suite and Gmail Email Configuration
  • 1.4. Default Send From and Send Outbound Email Via Settings
  • 1.5. What Happens When You Migrate to an OAuth-based Mailbox?
  • 1.6. Troubleshooting O365 OAuth Mailboxes
  • 1.7. Troubleshooting Gmail OAuth Mailboxes
  • 1.8. Troubleshooting Custom IMAP Mailboxes
  • 1.9. Troubleshooting On-Premise Worker Services
  • 1.10. Troublshooting HelpSpot Cloud Worker Services
  • 1.11. Handling Large Email File Attachments
• 2. HelpSpot Mobile Apps
  • 2.1. Setup for Mobile Applications
  • 2.2. Troubleshooting
• 3. Authentication
  • 3.1. Microsoft Entra / Azure SAML Authentication
  • 3.2. Google Suite SAML Authentication
  • 3.3. Staff LDAP / Active Directory Authentication
  • 3.4. Two Factor Authentication (2fa) Support
  • 3.5. Black Box Authentication (agent login) with Active Directory
  • 3.6. Black Box Authentication (agent login)
  • 3.7. Customer Portal LDAP/AD Authentication
  • 3.8. Black Box Portal Authentication (customer portal login)
  • 3.9. SAML Debugging
  • 3.10. SAML User Login Redirects to Portal Instead of Admin Workspace
• 4. System Administration
  • 4.1. HelpSpot Command Line Tool
  • 4.2. How to Backup HelpSpot
  • 4.3. How to Move HelpSpot
  • 4.4. Moving HelpSpot 5 Windows Installations
  • 4.5. Removing virtual directory in HelpSpot on IIS
  • 4.6. Removing /helpspot directory in URL on Windows / Apache
  • 4.7. Connecting To A Network File Share For Attachment Storage
  • 4.8. Enabling SSL in Apache on Windows
  • 4.9. HelpSpot Limits
  • 4.10. .env Configuration Options
• 5. Customizing HelpSpot
  • 5.1. Templates: The Basics
  • 5.2. Admin Themes
  • 5.3. Portal Privacy Policy and Terms of Service
  • 5.4. Supported Languages
  • 5.5. Changing HelpSpot's Display Language
  • 5.6. Language String Overrides
  • 5.7. Populating Customer Information via Links
  • 5.8. Category Management
  • 5.9. Time Tracking
  • 5.10. Formatted Text Syntax (Markdown)
  • 5.11. Widget Tab Setup
  • 5.12. Email Templates
  • 5.13. Email Template Tags Reference
  • 5.14. Custom Pages
  • 5.15. Filter Color Tags
• 6. HelpSpot AI
  • 6.1. Writing AI Prompts
  • 6.2. AI Settings
  • 6.3. Data Sent To HelpSpot AI Services
• 7. Automated Actions
  • 7.1. Triggers, Mail Rules and Automations
  • 7.2. Trigger-Based Auto-Replies
• 8. Triggers
  • 8.1. Overview
  • 8.2. Defining Triggers - Conditions
  • 8.3. Defining Triggers - Actions
• 9. Automation Rules
  • 9.1. Overview
  • 9.2. Rule Creation: Defining Conditions
  • 9.3. Rule Creation: Defining Actions
  • 9.4. Preventing Reoccurring Matches
  • 9.5. Custom Scheduling Automation Rules
  • 9.6. Examples
• 10. Secondary Portals
  • 10.1. Secondary Portal Overview and Limitations
  • 10.2. Adding a Secondary Portal
  • 10.3. Explanation of Each Portal Setting
  • 10.4. How Portal Templates Work in Secondary Portals
  • 10.5. The Primary Portal as a Secondary Portal
  • 10.6. Adding a Secondary Portal within Microsoft IIS
• 11. In-depth: Admin Settings
  • 11.1. SSN & Credit Card Redaction
  • 11.2. Time Tracker
  • 11.3. License Information
  • 11.4. Maintenance Mode
  • 11.5. Status Types
  • 11.6. Custom Fields
  • 11.7. Permission Groups
  • 11.8. System
  • 11.9. Workers
  • 11.10. Date and Time
  • 11.11. Business Hours
  • 11.12. Email Mailboxes
  • 11.13. Email Integration
  • 11.14. New Request Loop Protection
  • 11.15. Customer Tools
  • 11.16. Announcements
  • 11.17. Audit Log
• 12. HelpSpot Cloud Administration
  • 12.1. How to Use a Custom Domain Name with HelpSpot Cloud Instance
• 13. Troubleshooting Guides
  • 13.1. Turn On Debugging and Logging In HelpSpot 5
  • 13.2. HelpSpot Speed and Performance
  • 13.3. Microsoft SQL Server
  • 13.4. Microsoft Exchange Server
  • 13.5. Missing Microsoft.pem File
  • 13.6. MySQL
  • 13.7. MySQL - Convert Lowercase Windows Table Names to Mixed Case for Linux/Unix
  • 13.8. Microsoft IIS
  • 13.9. IIS: WSUS (Windows Server Update Services) And HelpSpot - 500 error
  • 13.10. Portal Pages Sometimes Return Blank
  • 13.11. Month names are not translated
  • 13.12. fPinned Duplicate Column Error
  • 13.13. LDAP connections with Self-Signed SSL
  • 13.14. Blackbox ADLAD Error on PHP 7.4+
• 14. HelpSpot Hacks
  • 14.1. Converting Attachments from Database Storage to File System
  • 14.2. Changing Custom Field Lengths
  • 14.3. Search Request History by Customer Email
  • 14.4. Delete SPAM Without Training Filter
  • 14.5. Hidden Settings
  • 14.6. Redirect HTTP Requests to HTTPS
  • 14.7. Trigger-Based Auto-Replies
• 15. Thermostat Integration Guide
  • 15.1. Connecting Thermostat.io and HelpSpot
  • 15.2. Instantly Sending A Thermostat Survey In HelpSpot
  • 15.3. Adding HelpSpot Customers To A Thermostat Campaign
  • 15.4. Sending a Thermostat Survey Via a Customer Email Action
  • 15.5. Viewing Survey Results In Filters

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