Step-by-step guide on setting up your first workflow — from defining triggers and conditions to assigning actions like ticket assignments or email ale...

Understand how workflow triggers work based on ticket status, priority, department, or custom fields — and how to set them up effectively.

Learn how to automatically assign new tickets to agents or departments based on predefined workflow rules, improving response times.

Understand how multiple workflows are executed, how to manage their priority, and how to avoid conflicts between overlapping rules.

Get familiar with the HelpDX Customer Portal — your central hub to submit tickets, track requests, view responses, and manage your profile.

Step-by-step guide on creating a new customer account, logging in securely, and managing login issues like password reset.

Learn how to create new support tickets, attach files, and select the correct department for faster resolution.

Modify your name, email, contact number, and profile picture from within the portal to keep your information up-to-date.

Search and browse helpful articles directly from the portal to find quick answers without submitting a ticket.

Connect HelpDX with Slack to receive real-time ticket notifications, mention support teams, and reply to tickets directly from your Slack workspace.

Set up email integration to send and receive support messages via your business email accounts using SMTP and IMAP protocols.

Having trouble logging in? This guide walks you through the most common login problems and how to resolve them quickly.

If your ticket form isn’t working, this article covers possible issues with required fields, file uploads, session timeouts, and how to resolve them.

Why Am I Not Receiving Email Notifications?

Steps to take if you encounter 404 errors, broken links, or pages that aren’t loading within the HelpDX platform.

If HelpDX feels sluggish, follow these performance tips — including clearing cache, checking server load, and optimizing your browser.