Getting started

First-time setup, from the welcome wizard to the first agent.

  • Put your brand on the portal

    Upload a company logo, a dark-background logo, a favicon, and a brand accent color on Settings > Company > Branding, then confirm where each one actually shows up: the sidebar, the sign-in page, and the browser tab.

  • Add your first client and invite your team

    Create a client organization, add a manual contact for it, grant that contact portal access, then add a staff member to your own team with a permission group and see the invite they receive.

  • Set your business hours, boards and response targets

    Confirm the Mon-Fri business hours and holiday calendar the SLA clock reads, look at the ticket boards work is organized into and add one, then set a First Response target per priority and watch a real ticket's SLA badge count down against it.

  • Set up your instance for the first time

    Sign in for the first time and walk the four-step setup wizard: confirm your company info, see the modules you were provisioned with, preview the optional identity-provider connections, and pick a voice for Elise.