π Getting started
Set up your account and organize your teamβs workspaceQuick Start Guides
Getting started with HelpCrunch
Set up your HelpCrunch workspace and start supporting customers across channels
Set up your workspace
Invite new team members
Expand your team by inviting team members and assigning different roles and rights to them.
Create different departments
Customer service departments allow you differentiate tasks between different units of your team. You can create as many of them as possible.
Roles & Permissions
Restrict access based on team member roles
Specify your operating hours
If your customer service team has a fixed work schedule, you can automate their workflow by setting operating hours.
Contacts
How to add contacts to your HelpCrunch account
You can use HelpCrunch as a simple CRM system. Here's how you can add your customers to our dashboard.
Search through your contacts with advanced search
Filter out users based on relevant rules
Create user segments based on filters
Segment your audience
Add custom attributes
Track contacts data that matters
How to export your contacts from HelpCrunch
You can export all your contacts or just some of them from your HelpCrunch dashboard.
Open contact with a direct URL
Create a custom link that opens the Contacts page with a pre-filled search query
Automations
Assignment rules
Leave those manual assignments and tagging behind β the system will be at it in a smart and wise way.
Reply notification for unseen chats
Reach your customers even when they're offline
My account settings
Customize your personal email settings
Each team member has their own email settings and can configure them individually
Notification settings
Get notified and never miss a chat
Subscription
How to start or change your HelpCrunch subscription
Free trials, subscriptions, and everything in between.
