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Admin Manual

• 1. Email Setup and Troubleshooting
  • 1.1. Mailbox Setup - Microsoft / Office 365 Email Configuration
  • 1.2. Mailbox Setup - Google G Suite and Gmail Email Configuration
  • 1.3. Legacy Mailbox Setup - Office 365 IMAP/SMTP
  • 1.4. Legacy Mailbox Setup - G Suite IMAP/SMTP
  • 1.5. Handling Large Email File Attachments
• 2. HelpSpot Mobile Apps
  • 2.1. Setup for Mobile Applications
  • 2.2. Troubleshooting
• 3. Authentication
  • 3.1. Office 365 / Azure SAML Authentication
  • 3.2. Google Suite SAML Authentication
  • 3.3. Two Factor Authentication (2fa) Support
  • 3.4. Black Box Authentication (agent login) with Active Directory
  • 3.5. Black Box Authentication (agent login)
  • 3.6. Black Box Portal Authentication (customer portal login)
  • 3.7. SAML Debugging
  • 3.8. 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. Language Files - Modifying Language Packs
  • 5.5. Populating Customer Information via Links
  • 5.6. Category Management
  • 5.7. Time Tracking
  • 5.8. Formatted Text Syntax (Markdown)
  • 5.9. Widget Tab Setup
  • 5.10. Email Templates
  • 5.11. Email Template Tags Reference
  • 5.12. Custom Pages
  • 5.13. Filter Color Tags
• 6. HelpSpot AI
  • 6.1. Connecting OpenAI
  • 6.2. Writing AI Prompts
  • 6.3. Understanding Data Transfer to OpenAI When Using HelpSpot AI Functions
• 7. Automated Actions
  • 7.1. Triggers, Mail Rules and Automations
• 8. Automation Rules
  • 8.1. Overview
  • 8.2. Rule Creation: Defining Conditions
  • 8.3. Rule Creation: Defining Actions
  • 8.4. Preventing Reoccurring Matches
  • 8.5. Custom Scheduling Automation Rules
  • 8.6. Examples
• 9. Secondary Portals
  • 9.1. Secondary Portal Overview and Limitations
  • 9.2. Adding a Secondary Portal
  • 9.3. Explanation of Each Portal Setting
  • 9.4. How Portal Templates Work in Secondary Portals
  • 9.5. The Primary Portal as a Secondary Portal
  • 9.6. Adding a Secondary Portal within Microsoft IIS
• 10. In-depth: Admin Settings
  • 10.1. Time Tracker
  • 10.2. License Information
  • 10.3. Maintenance Mode
  • 10.4. Status Types
  • 10.5. Custom Fields
  • 10.6. Permission Groups
  • 10.7. System
  • 10.8. Date and Time
  • 10.9. Business Hours
  • 10.10. Email Mailboxes
  • 10.11. Email Integration
  • 10.12. New Request Loop Protection
  • 10.13. Customer Tools
• 11. HelpSpot Cloud Administration
  • 11.1. How to Use a Custom Domain Name with HelpSpot Cloud Instance
• 12. Troubleshooting Guides
  • 12.1. Turn On Debugging and Logging In HelpSpot 5
  • 12.2. HelpSpot Speed and Performance
  • 12.3. Microsoft SQL Server
  • 12.4. Microsoft Exchange Server
  • 12.5. Missing Microsoft.pem File
  • 12.6. MySQL
  • 12.7. MySQL - Convert Lowercase Windows Table Names to Mixed Case for Linux/Unix
  • 12.8. Microsoft IIS
  • 12.9. IIS: WSUS (Windows Server Update Services) And HelpSpot - 500 error
  • 12.10. Portal Pages Sometimes Return Blank
  • 12.11. Month names are not translated
  • 12.12. fPinned Duplicate Column Error
  • 12.13. LDAP connections with Self-Signed SSL
  • 12.14. Blackbox ADLAD Error on PHP 7.4+
• 13. HelpSpot Hacks
  • 13.1. Converting Attachments from Database Storage to File System
  • 13.2. Changing Custom Field Lengths
  • 13.3. Search Request History by Customer Email
  • 13.4. Delete SPAM Without Training Filter
  • 13.5. Hidden Settings
  • 13.6. Redirect HTTP Requests to HTTPS
  • 13.7. Trigger-Based Auto-Replies
• Patches
  • 1. HelpSpot 4.9.5 Patch
  • 2. Version 3.1.8
  • 3. Version 3.1.7
  • 4. Version 3.1.6
  • 5. Version 3.1.5
  • 6. Version 3.1.1
  • 7. Version 2.7.2
  • 8. Version 2.7.0
  • 9. Version 2.6.3
  • 10. Version 2.6.0
  • 11. Version 2.4.7
• Release Notes
  • 1. Upgrading - Redirect
  • 2. New Release Notes Location
  • 3. Version 4.0.30
  • 4. Version 4.0.29
  • 5. Version 4.0.28
  • 6. Version 4.0.27
  • 7. Version 4.0.26
  • 8. Version 4.0.25
  • 9. Version 4.0.24
  • 10. Version 4.0.23
  • 11. Version 4.0.22
  • 12. Version 4.0.21
  • 13. Version 4.0.20
  • 14. Version 4.0.19
  • 15. Version 4.0.18
  • 16. Version 4.0.17
  • 17. Version 4.0.16
  • 18. Version 4.0.15
  • 19. Version 4.0.14
  • 20. Version 4.0.13
  • 21. Version 4.0.12
  • 22. Version 4.0.11
  • 23. Version 4.0.10
  • 24. Version 4.0.0 - 4.0.9
  • 25. Version 3.2.12
  • 26. Version 3.2.11
  • 27. Version 3.2.10
  • 28. Version 3.2.9
  • 29. Version 3.2.7
  • 30. Version 3.2.5
  • 31. Version 3.2.4
  • 32. Version 3.2.3
  • 33. Version 3.1.9
  • 34. Version 3.1.8
  • 35. Version 3.1.7
  • 36. Version 3.1.6
  • 37. Version 3.1.5
  • 38. Version 3.1.1
  • 39. Version 3.1.0
  • 40. Version 3.0.8 Beta
  • 41. Version 3.0.7 Beta
  • 42. Version 3.0.6 Beta
  • 43. Version 3.0.5 Beta
  • 44. Version 3.0.4 Beta
  • 45. Version 3.0.3 Beta
  • 46. Version 3.0.2 Beta
  • 47. Version 3.0.1 Beta
  • 48. Version 3.0.1 - Template Changes
  • 49. Version 2.7.2
  • 50. Version 2.7.1
  • 51. Version 2.7.0
  • 52. Version 2.6.3
  • 53. Version 2.6.2
  • 54. Version 2.6.1
  • 55. Version 2.6.0
  • 56. Version 2.6.0 - Template Changes
  • 57. Version 2.4.7
  • 58. Version 2.4.2
  • 59. Version 2.4.2 - Template Changes
  • 60. Version 2.1.1
  • 61. Version 2.1.0
  • 62. Version 2 - Template Changes
  • 63. Version 1.5.5
  • 64. Version 1.5.1
  • 65. Version 1.5.0
  • 66. Version 1.5.0 - Template Changes
  • 67. Version 1.3.1
  • 68. Version 1.2.0
  • 69. Version 1.1.3
  • 70. Version 1.1.2
  • 71. Version 1.10
  • 72. Version 1.03

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