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Help Desk Configuration

Introduction​

The Neoagent Help Desk system is designed to simplify the management of customer interactions and automate many support processes through artificial intelligence.

Getting Started​

1. Access to the Platform​

To get started, log into the Help Desk dashboard.

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To create an account, a Growth plan or higher is required.

2. Creating a New Configuration​

When creating a + New Configuration, you will need:

3. General Settings​

helpdesk-preview

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Only modify the Chatbot ID when you truly want to replace the internal agent.

From here, you will modify the main information of the chatbot and the bubble.

Options:

  • Popup Message: The message will appear to the user 5 seconds after they access the page.
  • Bubble Position: Choose whether to have the help desk on the right or left.

Main Features​

Help Desk Preview​

preview-button

In the preview, you can:

  • Bubble Usage open and close the Help Desk interface
  • Hub View the Help Desk interface
  • Chat Interact with the configured chatbot
  • Popup trigger for the popup message

Customization​

personalizzazione

You can fully customize the Hub with your brand colors:

  • 3 background options vertical gradient/solid color/two colors
  • Background image insert a custom background*
  • Border radius to better align with the style of your site or app
  • Custom logos

*Available soon

Content and Resources​

contenuti

The contents manage the Useful Resources as shown in the figure. These can have 2 Options:

  • Resources simple https:// links
  • FAQs frequently asked questions with their corresponding answers

To choose one of these options, you can use the switch depicted in the figure.

switch-contenuto

Embed​

From this section, you can generate a code to insert into the Heading or Footer of your website or web app.

token-embed

After generating the token, you can use the help desk with:

  • Iframe the most stable solution (recommended)
  • Script better performance
  • Direct URL a link to share