Set up your workspace

Invite new team members

Expand your team by inviting team members and assigning different roles and rights to them.

Written by Konstantine
Updated 2 days ago

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.

Written by Konstantine
Updated 2 days ago

Roles & Permissions

Restrict access based on team member roles

Written by Konstantine
Updated 2 days ago

Specify your operating hours

If your customer service team has a fixed work schedule, you can automate their workflow by setting operating hours.

Written by Konstantine
Updated 2 days ago

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.

Written by Nick
Updated 2 days ago

Search through your contacts with advanced search

Filter out users based on relevant rules

Written by Nick
Updated 2 days ago
Written by Nick
Updated 2 days ago

Add custom attributes

Track contacts data that matters

Written by Konstantine
Updated 2 days ago

How to export your contacts from HelpCrunch

You can export all your contacts or just some of them from your HelpCrunch dashboard.

Written by Konstantine
Updated 2 days ago

Open contact with a direct URL

Create a custom link that opens the Contacts page with a pre-filled search query

Written by Konstantine
Updated 2 days ago

Automations & notifications

Assignment rules

Leave those manual assignments and tagging behind – the system will be at it in a smart and wise way.

Written by Nick
Updated 6 days ago

Notification settings

Get notified and never miss a chat

Written by Konstantine
Updated 1 month ago

Subscription

How to start or change your HelpCrunch subscription

Free trials, subscriptions, and everything in between.

Written by Konstantine
Updated 2 years ago