Getting started as a user of HelpSpot is easy. The videos and links below will help you get started on the right foot.
Want to watch all the of the Agent Training Video Series at once? View the entire playlist.
In this video we'll cover the HelpSpot staff preferences and settings that can be adjusted for each staff member.
Additional Resources
This tutorial covers the basic navigation interface of the HelpSpot. We quickly cover the top module navigation and the main side menu in the workspace.
In this video we cover the basic usage of the HelpSpot inbox, my queue, spam and trash areas. We also cover basics searches, peeking and taking requests.
This video covers the basics of using, creating and editing filters. Filters are a great tool for organizing and analyzing your requests in HelpSpot.
Additional Resources:
In this video we cover the basics of interacting with requests in HelpSpot.
In this video we cover, creating, editing and using responses in HelpSpot to speed up customer interactions and agent tasks.
Additional Resources:
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