Introduction

Introduction & documentation structure

Starting point for teams that want to operationalize Samdesk without fragmented internal docs.

Samdesk execution pattern

Use this checklist for consistent case execution:

Define owner and expected outcome before taking action.
Work in fixed sequence: triage -> action -> validation -> follow-up.
Log key decisions briefly so handoffs and escalations stay clean.

Why this help center exists

Samdesk includes multiple operational layers: inbox, ticketing, AI, knowledge, and integrations. This documentation follows the exact product flow so new team members can execute independently.

How to pick the right guide

Start in Getting Started for new workspaces.
Use Conversations and Ticketing for daily operations.
Use Knowledge Workspace and AI Assistant when scaling quality and speed.

Use this as your team standard

Keep one source of truth per workflow.
Link internal SOPs to the relevant help center URL.
Update this doc set instead of keeping parallel docs.

Outcome check

After this structure, a new agent should be able to:

use inbox filters and statuses correctly,
create and follow up tickets,
use AI drafts with quality control.

Create your workspace →