HelpSpot Agent Training

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.

• Out of Office Controls (Read More)
• Emails Signatures (Read More)
• Notification Settings

Additional Resources

User Preferences KB Reference

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.

• Basic User Interface (Read More)

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.

• The Inbox and My Queue (Read More)
• The Request Grid (Read More)
• Spam and Trash (Read More)
• Quick Search (Read More)

This video covers the basics of using, creating and editing filters. Filters are a great tool for organizing and analyzing your requests in HelpSpot.

• View options (Read More)
• Filter criteria and creation (Read More)

Additional Resources:

Filters in Use: Working Example
Workflow Filter Examples

In this video we cover the basics of interacting with requests in HelpSpot.

• Customer Details (Read More)
• Creating a Note: Formatting and Note Types (Read More)
• Creating a Note: Options (Read More)
• Request History (Read More)
• Request Details (Read More)

In this video we cover, creating, editing and using responses in HelpSpot to speed up customer interactions and agent tasks.

• Response Usage
• Editing and Creating Responses (Read More)

Additional Resources:

Work Smarter Not Harder With Responses