Quickstart

This QuickStart guide will show you how to set up and launch your Helply AI agent.

After completing this guide, your AI agent will be live, ready to answer customer questions, handle Tier-1 support, and escalate to your support team.

You can create your Helply account here.



#Getting Started

After completing your Helply account creation, you can get started with onboarding your AI agent. If you need assistance along the way, check out our Onboarding Guide for step-by-step instructions.



#Training

Once your account is set up, the next step is training your AI agent. Training lets Helply understand your business, answer customer questions accurately, and escalate only when needed.

In this section, you’ll learn how to:

• Sync Help Desk to import data and manage training for your Helply AI agent.
• Import website content to provide up-to-date information directly from your site.
• Add text training to cover gaps in your knowledge base.
• Upload documents like PDFs or Word files to teach your agent specific details.
• Create Q&A entries so the agent can answer FAQs confidently.
• Use the Playground to test your agent and see how it responds in real scenarios.



#Integrations

Helply integrations let you host your AI widget, import and sync helpdesk tickets, and pull in knowledge base articles to train your agent automatically.

Available integrations include: Groove, InstantDocs, Zendesk, Freshdesk, Help Scout, Calendly, WhatsApp, Slack, Stripe, Notion, Front, and Crisp.



#Configuring Your Helply AI Agent

The next step is configuring how your AI agent looks, behaves, and interacts with your customers.

In this section, you’ll learn how to:

• Customize Appearance – Adjust your widget’s colors, theme, position, and avatar to match your brand.
• Set Persona – Define your AI agent’s tone, behavior, emoji usage, and response style.
• Use Guidance – Set general AI behavior, and leverage contact or API variables to influence how your agent handles queries.
• Manage Escalations – Configure the escalation form for your AI agent.
• Set Widget Callouts – Highlight specific messages, or notifications in your widget to guide customers.
• Add Suggestions – Create quick-button topics in the widget to guide conversations and suggest relevant actions.



#Launching Your Helply AI Agent

Once your AI agent is trained and configured, it’s time to go live. Launch lets you install Helply on your website or app using JavaScript widget code.



#Chats

Helply lets you view all chats your AI agent has handled. Chats are organized in three states:

• Resolved – Chats the agent successfully answered without escalation.
• Escalated – Chats the agent couldn’t resolve and were sent to your helpdesk or email.
• Playground – Test chats created when using the Playground to simulate customer questions.

This makes it easy to track agent performance, review escalations, and monitor test interactions.







#Next Steps

Congratulations! You have successfully deployed your Helply AI Agent. Here are suggested next steps to enhance your AI agent experience: