Practical guides to configure Supportbench Core, understand every setting, and choose the right setup for your support team.
Account identity, appearance, feature modules, policies, authentication, AI settings, and billing.
Reference IDs, ID mappings, API and AI connection tokens, and webhook subscriptions.
Asset categories, asset records, hierarchy, visibility, and linked companies or contacts.
Audit-log procedures, privacy administration, and account data-protection contacts.
Workflows, custom fields, data tables, and account messaging and notification behavior.
Broadcast composition, reusable templates, audience checks, and unsubscribe handling.
Shared calendars, event categories, holiday schedules, and service availability.
Case priorities, states, activity types, issues, outcomes, policies, templates, scenarios, masking, and views.
Company and contact records, classifications, support tiers, customer roles, and field policies.
Sender addresses, signatures, inbound routes, outbound delivery, forms, groups, and block/allow rules.
Connect external tools, configure supported synchronization, and plan controlled data migrations.
Topics, tags, article templates, variables, shared styles, redirects, files, review groups, and AI vocabulary.
Agent accounts, statuses, teams, queues, roles, divisions, and performance scorecards.
Customer portal configuration, branding, access, live chat, AI answers, and case-form fallback.
Project records, project types, and release/version planning.
Survey forms, reusable questions, scheduled surveys, and customer feedback.
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