Quick Start
Follow these steps to get up and running with Pylon quickly!
Get Started
Connect Sources
Connect all the places you talk to your customers.
Customer Slack Channels
In-App Chat
Slack Community
Microsoft Teams
Ticket Form
Customer Portal
Custom (API)
Connect your CRM
Choose your CRM to get started.
Connect your Issue Tracker
Choose your issue tracking system to get started.
Setup your workflows
Views
Setup views of issues for your team in the Kanban board. Create views for high priority issues, issues from enterprise accounts, issues assigned to a specific individual/team, and more.
Teams
Create teams for groups of users - create teams like Engineering, Customer Success and Customer Support or create granular teams by region, like APAC Support. Create assignment schedules to have issues automatically get assigned to teams.
Issue Data
Create issue custom fields like Product Area so your team can start filling out data on customer issues. Or, have these fields get autofilled with AI!
Triggers
Set up automated workflows to have your team’s processes execute on autopilot. Set SLAs based on customer tier and issue priority, route issues to specific teams, setup autoresponses, and more!
Macros
Set up canned responses and quick actions your team can execute while solving customer issues.
Support Configuration
Set your team’s support hours, and configure the customer experience when a new ticket is opened. Enable CSAT surveys, AI prompts, and more.
CX Automations
Enable CX automations like automating bookmarking helpful links in your customer channels, sending welcome messages to new customers, and getting alerts when champions leave your channels.
Customer Portal
Give your customers a place to view all their open issues and feature requests and file new tickets.