HaloDesk
  • Back to Dashboard
  • Back to Dashboard
  • Getting Started
    • What is HaloDesk and how it works
    • Creating your first AI agent
    • Training your agent (links, files, and text)
    • Testing your agent before going live
  • Inbox & Human Support
    • How escalation and tickets work
    • Using the Inbox
    • Replying, notes, and mentions
    • Ticket assignment and ownership
  • Deploying the Chat Widget
    • Customizing the chat widget
    • Controlling where the widget appears
    • Installing HaloDesk on your website
  • Agent Settings & Behavior
    • Agent settings explained
    • Customizing AI behavior (system prompts)
  • Integrations
    • Email integration explained
    • Billing integrations (Stripe & Chargebee)
    • Webhooks & automation
  • Organization & Analytics
    • Organization & team management
    • Analytics & reporting
  • Plans, Usage & Billing
    • Plans, usage, and limits
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HaloDesk

Welcome to the HaloDesk Help Center
Here you’ll find everything you need to set up, customize, and get the most out of HaloDesk.

If you’re just getting started, check out the Getting Started section.
For specific questions, use the search or browse the categories to find step-by-step guides and best practices.

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