Help docs

Browse the documentation

Step-by-step guides for every part of Essential Support. Search above, or pick a topic below.

Getting started

Create your workspace, sign in, and get oriented.

Account and security

Your profile, language and theme, two-factor authentication, sessions, and data.

Agents and routing

Invite agents, set roles, and route tickets to the right person.

Tickets and workflows

Reply, use notes and templates, and automate your queue.

AI and automation

Connect a provider and turn on instant answers and triage.

Channels

Email intake and the chat widget.

Integrations

API, webhooks, SSO, account linking, and the Sandbox.

Branding and domains

Logo, colours, app icons, subdomain, and custom domains.

Billing and plans

Plans, agent seats, payment method, and invoices.

For your customers

Guides you can share with the people you support.