HelpSpot
Home
Submit a Request
Check on a Request
Forum
Knowledge Books
Getting Started
Users Manual
Admin Manual
API Manual
FAQ
Thermostat / HelpSpot Integration
Phone Support
+1 (845) 533-5044
Home
→
Users Manual
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.
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. Responses
5.4. 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. Knowledge Books
8.1. Public vs. Private
8.2. Adding/Editing Books
8.3. Adding/Editing Chapters
8.4. Adding/Editing Pages
8.5. Knowledge Tags
9. Reports
9.1. Todayboard
9.2. Canned Reports
9.3. Editing and Saving Reports
9.4. Scheduled Reports
9.5. Sample Reports
10. Customer Portal
10.1. Homepage
10.2. Knowledge Books and Forums
10.3. Submitting and Checking Requests
10.4. 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 & iPhone
7. Need Help?!
Users Manual: Printer Friendly Version
Home
Submit a Request
Check on a Request
Forum
Knowledge Books
Getting Started