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Getting Started

Your essential starting point for Supportbench. This section provides step-by-step guides on initial account setup, inviting your team, and navigating the platform for the first time. Master the fundamentals here.

83 articles · 8 sections
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Hub Spot integration Single Sign-On (SSO) in Supportbench – Microsoft Entra (Azure AD) Understanding User Licenses and Billing in Supportbench: A Guide to Managing Your Subscription KCS in Supportbench Case Creation webhook How to Log a Sick Day in Supportbench (Calendar Event) 📩 How to Set Up Email-to-Ticket Automation in Supportbench (Step-by-Step Guide) Why Customer Sentiment Matters in Your Helpdesk – And How Supportbench Helps You Track It Leveraging Knowledge Base Articles for Self-Service Success Optimizing Knowledge Management: Article Creation and Submission in Supportbench How to Log In to the Supportbench portal: A Comprehensive Guide How to Add More Agents to Your Subscription Leveraging the Supportbench Audit Log: A Manager's Guide Strengthening Security with Account Authentication in Supportbench Optimizing Customer Engagement with the Supportbench Chat Unlocking the Power of the Supportbench Dashboard Automating Workflows with SMS Notifications Creating a Hashtag Workflow Configuring Working Hours and Availability in Supportbench AI Configuration in Supportbench: Optimizing Automation & Intelligence Introducing the Company AI Co-Pilot in Supportbench Introducing the AI Co-Pilot in Supportbench Cases Adding an SPF record and Bounce Domain Team Collaboration Real time Agent Status Role based administration The Realtime Dashboard How to export a case list view into a spreadsheet How to delete / trash a case How to delete a contact How to delete an agent