Getting started

HelmDesk organizes knowledge, AI tools, and human collaboration around each customer conversation. Start with one workspace, one knowledge base, and one channel, then expand from real service needs.

Core building blocks

• Knowledge provides AI with controlled context for its answers.
• Reception plans serve a specific service scenario, with their own persona, instructions, knowledge, tools, and handoff behavior.
• Channels bring the workflow to website chat, Telegram, or WeChat Official Account.
• The unified inbox keeps AI-handled, waiting, and teammate-handled conversations together.

Recommended order

1. Create a workspace and invite the teammates involved in support.
2. Import trusted content and evaluate retrieval with recall testing.
3. Configure and publish a reception plan.
4. Connect the first channel and refine the workflow through real conversations.

Detailed guides for each step will be added progressively.