Skip to main content

Help Desk

Help Desk is Conviso’s support product. It gives your team a unified inbox for email, WhatsApp, and a web chat widget, with an optional AI first responder.

This section is the fastest path to a live conversation: enable Help Desk, add a channel, then send a test message.

Prerequisites​

Before you connect a channel:

  1. Help Desk is available for your organisation (you see Help Desk Integration on workspace Integrations).
  2. An organisation owner or admin has enabled Help Desk and created a help desk.
  3. The workspace you are using is linked to that help desk (the Support chip appears in the left rail).

Full dashboard steps: Enable Help Desk.

Pick a channel​

ChannelBest forTime to first conversation
Web WidgetAny websitePaste one script tag
EmailExisting support@ inboxesForward mail to Conviso
WhatsAppCustomers already on WhatsAppAttach an Engage WhatsApp provider

Start with the Web Widget unless you already run support on email or WhatsApp.

After a channel is connected​

  • Web Widget threads open under Support → Conversation.
  • Email and WhatsApp threads open under Omni Channel.

Operators can assign, snooze, resolve, and close conversations. See Conversations.

Best practices​

  • Connect one channel first and send a real test before adding more.
  • Identify logged-in website users on the widget so operators see name and email.
  • Keep WhatsApp configured in Engage before attaching it to Help Desk.