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
Create your Organization
Log in to AI Helpdesk, configure your organization details, and create your Organization.For detailed instructions, see Creating an Organization.
Invite members
Invite the members who will use AI Helpdesk, such as administrators and operators.For detailed instructions, see Inviting Members.
Connect your chat tool
Connect one of the following: Slack, Microsoft Teams, LINE WORKS, or Google Chat.See the connection guides below:
Register Playbooks
Create Playbooks that the AI will use to answer inquiries.For detailed instructions, see Creating Playbooks.
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 How to Ask.
Next Steps
Once setup is complete, review the following pages to learn about day-to-day operations.Daily Operations
Day-to-day operational tasks including the dashboard and ticket management.
Knowledge Management
How to add knowledge and improve AI response accuracy.