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Overview Introduction & documentation structure

Overview Create your workspace Connect inbox and store Configure your email inbox Run your first order sync Define queue and SLA baseline Onboard your first agent

Overview Manage conversations Templates and thread translation Inbox filter strategy Assignment and transfer rules Internal notes and mentions Merge and deduplicate threads Reply quality checklist Close, snooze, and reopen policy

Overview AI draft replies Summary and contact insights

Overview Set up a knowledge scan Review and approve knowledge

Overview Shopify, WooCommerce, and tracking sync Connect Shopify Connect WooCommerce Sync Recent vs Import All Orders Configure 17TRACK Manage knowledge per integration Monitor sync health Disable or delete an integration

Overview Create and manage tickets Set ticket priority and due dates Ticket assignment and ownership Ticket label taxonomy Ticket comments and audit trail Daily ticket review cadence

Overview Roles and team members

Overview

Overview Build a capture form

Overview Common issues

Overview What's new (2026)

Category

Capture Forms

Manage public lead and contact capture forms.

Build a capture form

Create, publish, and embed lead intake forms.

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Build a capture form

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Introduction Getting Started Conversations AI Assistant Knowledge Workspace Integrations Ticketing Team & Security Onboarding & Setup Capture Forms Troubleshooting Release Notes