HaloDesk
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  • 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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  1. Overview
  2. Getting Started

Getting Started

  • What is HaloDesk and how it works

    HaloDesk is an AI-powered customer support platform that combines instant AI answers with automatic human support escalation.It lets you place a smart chatbot on your website that is trained on your company’s knowledge, while still giving customers a seam ...

  • Creating your first AI agent

    In HaloDesk, an AI agent is the combination of:A chat widget (the AI chatbot users talk to on your website)A dedicated Inbox (where escalated conversations become tickets)Each agent has its own:Knowledge baseChat widget configurationInbox and ticket flowA ...

  • Training your agent (links, files, and text)

    Training your agent is what makes HaloDesk useful.Your agent can only answer questions based on the content you give it, so setting up the knowledge base correctly is critical for good AI responses and fewer escalations.What “training” means in HaloDeskTr ...

  • Testing your agent before going live

    Before installing HaloDesk on your website, you should always test your agent to make sure it:Understands your contentAnswers questions correctlyEscalates when it shouldHaloDesk makes this easy with the Playground.What is the PlaygroundThe Playground is a ...

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