Getting started guide - new help desk setup

Updated: 05/11/2022
Article #: 141


This topic will help new customers familiarize themselves with what they should setup when starting a new help desk with the Cayzu Help Desk solution.

1.Branding your end-user portal: 
Branding your end-user customer portal 

2.Setting up your own vanity domain for your end-user portal:
Set my end-user customer portal to use my own custom (vanity) domain

3.Setting up a vanity email forward (your support@yourcompany.com) :
Setting up your support email forward address

4.Creating groups to organize your agents:
Creating groups to organize agents

5. Creating custom forms: 
Set up your custom forms to ask the right questions.

6. Creating articles (enable self service)
How can I create articles that are displayed on my end-user customer portal?

7. Setup assignment rules (Automation):
Automatically categorizing and prioritizing tickets using assignment rules

8.Have your staff review the help desk guide for agents:
Have your staff review the getting starting guide for agents

 

 

To learn more about Cayzu Help Desk, visit https://www.cayzu.com 







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