Prerequisites
Before starting setup, please confirm the following:- Your AI Helpdesk subscription is active
- You have administrator access to the chat tool you want to connect (Slack / Microsoft Teams / LINE WORKS / Google Chat)
- You have email addresses ready for inviting members
Setup flow
1
Create your organization
Log in to AI Helpdesk, configure your organization details, and create your Organization.For detailed instructions, see Create an organization (tenant).
2
Invite members
Invite the members who will use AI Helpdesk, such as administrators and operators.For detailed instructions, see Invite team members and set roles.
3
Connect your chat tool
Connect one of the following: Slack, Microsoft Teams, LINE WORKS, or Google Chat.See the connection guides below:
4
Register playbooks
Create Playbooks that the AI will use to answer inquiries.For detailed instructions, see Register playbooks.
5
Send a test message to verify
Send a test inquiry from your chat tool and confirm the AI responds correctly.For how to ask questions via chat, see Submit a request in chat.
Next steps
Once setup is complete, review the following pages to learn about day-to-day operations.Dashboard and tickets
Day-to-day operational tasks including the dashboard and ticket management.
Knowledge
How to add knowledge and improve AI response accuracy.