How to set up a Form?

Helpwise allows you to use the Forms feature to create a form on your website which you can use to capture customer information for webinars, customer feedback, demo requests, newsletter subscriptions, and much more. To create a form, follow the given steps below : Click on ‘Forms’ from the navbar. If there are no created […]

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Helpwise-views

How to create a View

Views are like smart filters which allow teams to fetch a list of all conversations that were created using various custom filters. Views allow you to save and pin these filters in your inbox so that you can filter out the conversations quickly. How to create a View? Go to automation > views. Click on […]

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Enable two-factor authentication (2FA)

To increase the security of your Helpwise account, we recommend enabling two-factor authentication which adds an extra layer of security to your Helpwise account. You need to be an admin or manager to activate the 2FA throughout your account. How to activate 2FA for your account? Go to manage>Security and click on the toggle to […]

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How to delete a user in Helpwise

To delete a user in Helpwise, you have to follow these steps: Click on “Manage” in the Navbar Click on “Users” from the dropdown list You will now see a list of all the users in your account. To delete a user from the list, you have to follow the following steps: Click on the […]

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Update notification settings in Helpwise

To update Notification settings in Helpwise. You have to follow the given steps : Click on your ‘Avatar’ present at the top-right corner of you Helpwise shared inbox Click on ‘Notification Settings’ in the drop-down menu. Now, You will be redirected to the ‘notification-center’ page. Select the options for which you want to get notified. […]

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