Documentation

Analytics

View ticket volume, resolution trends, team performance, and workflow metrics.

API Keys

Generate and manage API keys for programmatic access to AgentDesk.

Asset Monitoring

Track monitored assets and link them to tickets for context-aware support.

Billing

Review plans, invoices, usage limits, and account billing settings.

CSAT Configuration

Configure customer satisfaction surveys and review feedback scores.

Portal Management

Create and configure client portals, branding, domains, integrations, and portal-level controls.

Settings

Control core admin settings for integrations, request types, workflows, and platform configuration.

SLA Management

Define response and resolution targets to keep support commitments on track.

User Management

Manage organisation members, portal roles, and access across your portals.

Agents

Configure AI agent behavior and controls per portal and workflow mode.

Approvals

Review how approval rules gate AI decisions and protect sensitive actions.

Overview

Understand what AI workflows can automate in your support and operations processes.

Safety and Guardrails

Explore AI sandbox behavior before applying agent changes to production.

Workflow Modes

Compare and configure workflow modes for automation depth and review requirements.

Account Settings

Update your profile, password, and notification preferences.

Submitting Feedback

Rate your support experience and help improve service quality.

Notifications

Stay informed with real-time updates on ticket activity and status changes.

Customer Guide

Introduction to the customer portal experience and available self-service features.

Working with Tickets

Submit, track, and follow up on support tickets through your portal.

Getting Started

Get up and running quickly with a guided setup and first configuration steps.

Glossary

Reference definitions and terminology used across AgentDesk features.

Overview

High-level introduction to AgentDesk and how the documentation is structured.

BigCommerce

Link BigCommerce store data for order context in support tickets.

Email Notifications

Configure email connections and workflows tied to ticket and notification delivery.

GitHub Integration

Connect GitHub for issue links, repository workflows, and dev references.

Jira Integration

Set up Jira sync between your AgentDesk data and Jira projects.

Sentry

Receive Sentry error alerts and link exceptions to support tickets.

Shopify

Connect your Shopify store to sync orders and customer data with tickets.

Single Sign-On (SSO)

Enable SAML and identity provider auth for safer access management.

Stripe Billing

Configure payment provider integration and keep billing sync healthy.

MCP Setup

Set up MCP connectivity for tooling integrations and external command surfaces.

Operator Guide

Getting started as an operator handling tickets, sprints, and workflows.

Sprints

Plan and track work in sprints to organise ticket resolution across cycles.

Ticket Management

Triage, assign, and resolve tickets with operator tools and bulk actions.

AI Workflows

Trigger, monitor, and approve AI workflow runs on tickets.

Platform Security

Safeguard API usage patterns, tokens, and webhook endpoints.

Authentication

Secure user access with authentication and authorization best practices.

Secrets and Credentials

Store and rotate secrets for integrations and platform-level services.

Data Isolation

Protect tenant boundaries and keep customer data segmented by organisation.

Creating Tickets

How to create support tickets and provide rich context for faster resolution.

Managing Tickets

Organize triage, status changes, and ticket lifecycle operations in one place.

Common Issues

Troubleshoot frequent failure states and resolve them with clear steps.

FAQ

Common questions and answers from day-to-day operations and setup scenarios.