This guide includes features awaiting release. If an option is not available in your workspace, contact StackShift Support.
What you can do
A shared place for your team to answer customers, track requests and help people find answers. Where to find it: Sign in at https://support.stackshift.cloud/auth.Before you start
- You can read these guides before creating an account.
Steps
1
Start with Get started with StackShift Support if you are setting up Support for a business. If you have an invitation, accept it with the same email address the invitation was sent to.
2
Connect the place your customers already contact you: your website, email, WhatsApp, Messenger, Instagram, Telegram or Slack. Each connection sends conversations to an inbox.
3
Use Inbox for ongoing messages and Tickets for requests that need a form, tracking fields or a defined process. Use Customers to understand who you are helping.
4
Publish answers in Knowledge so customers can help themselves. Add Community if you want customers to ask and answer questions together.
5
When your basic support flow works, add routing, response-time targets, workflows or AI. Review Reports, Analytics and Quality to understand results.
Example
A small shop connects its support mailbox, invites two staff members, and answers delivery questions from one inbox. It later publishes a returns article and uses a saved reply to share it.Things to know
- You do not need to write code to answer messages, manage tickets or publish articles. Installing the website widget, a mobile SDK or a custom business integration may need help from your website manager or developer.
- Available screens depend on your role, workspace plan and configured services. A hidden or unavailable action does not mean you should edit server settings.
- Start here is for everyone. Connect your channels is for the person setting up the business. Developer setup is for the person integrating your website or app.
Start here
- What is StackShift Support?
- Get started with StackShift Support
- Support words explained
- Set up brands and inboxes
- When something is missing, loading or not working
Answer customers
- Find and manage conversations
- Reply, add private notes and work together
- Create and use saved replies
- Send files and voice notes
- Manage voice notes and transcriptions
- Manage customers and customer accounts
- Create and follow a ticket
Connect your channels
- Connect Gmail
- Connect Microsoft 365
- Connect Facebook Messenger
- Connect Instagram messages
- Connect WhatsApp Business
- Connect Slack channels
- Connect a Telegram bot
- Connect StackShift Mail
- Add chat to your website
- Customize the chat window
- Channel delivery and recovery
Automate routine work
- Build an automated workflow
- Route conversations to the right team
- Set business hours and response targets
- Monitor automation and classification
Use AI
- Set up AI, credits and your own API key
- Use AI to help your support team
- Let AI answer customers
- Review AI actions safely
- Evaluate and improve AI responses
- Track AI usage and saved work
- Teach AI a repeatable support procedure
Help customers help themselves
- Create and organize your help centre
- Write, review and publish help articles
- Translate help articles consistently
- Find missing answers and improve your help centre
- Offer a customer support portal
- Run a customer community
Engage customers
- Define customer data and audiences
- Create targeted campaigns and in-product guidance
- Publish product announcements
- Control consent, quiet hours and message limits
Measure and improve support
- Understand conversation volume and team performance
- Save, export and schedule reports
- Find recurring problems and review outcomes
- Review support quality and coach your team
- Plan shifts, breaks, leave and coverage
- Forecast demand and compare staffing options
Manage your workspace
- Invite your team and control access
- Create customer request forms
- Connect business tools to Support
- Move existing support history into StackShift
- Choose a plan and understand your usage
- Export, retain or delete Support data
- Understand and choose your data location
- Manage organizations, sign-in and security policies
Developer and advanced reference
- Integrate Support into a website or mobile app
- Create API credentials, webhooks and custom apps
- AI procedures
- AI, media and reporting reference
- Organization and integration API reference
- Placement and recovery reference
What happens next
You know which part of Support to use and where to start.
If something goes wrong
Related guides
Support words explained
Understand the names you will see without needing a technical background.
Get started with StackShift Support
Create your workspace, connect an inbox, answer customers and recover interrupted actions.
Find and manage conversations
Use one inbox to keep track of new messages and outstanding work.