CloudFly Helpdesk documentation
The starting point for the CloudFly Helpdesk user guide, written for support agents and for the administrators who configure a workspace.
CloudFly Helpdesk collects every customer channel into one queue, so agents answer in a single place instead of juggling five applications. This documentation is written for two readers: the agent who lives in that queue, and the administrator who sets the workspace up around them.
Where to start
Getting started with CloudFly Helpdesk is the first closed loop, and takes about a morning in order:
- Sign in and find your way around — your first visit to the console.
- Create your first channel — the chat panel for your website.
- Handle your first conversation — answering a real customer.
- Invite a colleague into the workspace — adding the second person.
Look a concept up when you are stuck
The Concepts section holds the explanations, so the task pages never repeat them. It covers inboxes and channels, conversations against tickets, the two axes of access, and a glossary pairing every idea with the label the console prints.
This first release runs to nine pages per language. Sections missing from the lists above, reporting and the customer portal among them, are still being written.