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Users Manual

• 1. Welcome
  • 1.1. The Big Picture
  • 1.2. Targeted Audience and Common Terms
  • 1.3. Default Levels and Permissions Groups
  • 1.4. Getting Up and Running-Administrators
  • 1.5. Logging in
• 2. The Workspace
  • 2.1. Getting the Lay of the Land
• 3. Workspace: Left Navigation
  • 3.1. Inbox & My Queue
  • 3.2. SPAM & Trash
  • 3.3. Search
  • 3.4. Viewing Filters
• 4. Workspace: Request Grid
  • 4.1. General Layout
  • 4.2. Quick Actions Buttons
  • 4.3. Display Options and Editing
• 5. Workspace: Top Navigation
  • 5.1. Accessing Other Areas
  • 5.2. Create a Request
  • 5.3. Subscriptions & Reminders Lists
• 6. Filters
  • 6.1. Filters Overview
  • 6.2. CSV Export
• 7. The Request Page
  • 7.1. Concept and Contents
  • 7.2. Customer Details
  • 7.3. Creating a Note: Formatting and Note Types
  • 7.4. Request Note Hotkey Autocomplete
  • 7.5. Request History
  • 7.6. Request Details
• 8. Responses
  • 8.1. Responses
  • 8.2. Response Permissions
• 9. HelpSpot AI
  • 9.1. AI Action Prompt Usage
  • 9.2. AI Request History Translation
  • 9.3. Editing AI Summaries
• 10. Knowledge Books
  • 10.1. Public vs. Private
  • 10.2. Adding/Editing Books
  • 10.3. Adding/Editing Chapters
  • 10.4. Adding/Editing Pages
  • 10.5. Knowledge Tags
• 11. Reports
  • 11.1. Todayboard
  • 11.2. Canned Reports
  • 11.3. Editing and Saving Reports
  • 11.4. Scheduled Reports
  • 11.5. Sample Reports
• 12. Customer Portal
  • 12.1. Homepage
  • 12.2. Knowledge Books and Forums
  • 12.3. Submitting and Checking Requests
  • 12.4. Section 508
• Appendix: Feature In-Depths
  • 1. Filters in Use: Working Example
  • 2. User Preferences
  • 3. Merging Requests
  • 4. Batch Response/Edit
  • 5. Time Tracker
  • 6. HelpSpot Mobile App
  • 7. Need Help?!

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