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  • Getting Started
    • Introduction
    • Quick Start
    • Slack Setup
    • Channel Configuration
    • User Guide
    • Pylonboarding
  • Support Workflows
    • Omnichannel Support
    • Issues
    • SLAs
    • Support Hours
    • CSAT
    • Ticket Forms
    • Assignment Rules
    • Email
    • AI Issue QA
  • Platform
    • Custom Fields
    • Tags
    • Teams
    • Triggers
    • Macros
    • Command Search
    • Roles & User Management
    • Training Data
    • Ask AI
    • Surveys
  • AI Agents
    • Overview
    • Build
    • Test
    • Deploy
    • Monitor & Iterate
  • Knowledge Base
    • Overview
    • Articles & Collections
    • Knowledge Gaps
    • Styling & Customization
    • Custom Authentication
    • Search
    • Translation
  • Customer Portal
    • Overview
    • Styling & Customization
    • Access Control
    • Portal Experience
    • Custom Authentication
  • Chat Widget
    • Overview
    • Styling
    • Functionality
    • Chat Experience
    • Chat Setup
    • Identity Verification
    • JavaScript API
  • Account Intelligence
    • Accounts
    • Notebooks
    • Tasks & Projects
    • Activities
    • Fields
  • Reporting & Analytics
    • Analytics
    • Default Dashboards
    • Custom Dashboards
  • Broadcasts
    • Overview
    • Create a Broadcast
    • Analytics
  • Integrations
    • CRM
    • Ticketing
    • Alerting
    • Chat
    • Incident Management
    • Call Recording
  • Data Warehouse
  • Calendar
  • Developer
    • API
    • Custom Apps
    • Embedded Iframes
    • Webhooks
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  • Connect Slack
  • Connect Channels
  • Connect your CRM
  • Connect your Issue Tracker
  • Setup your workflows

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  1. Getting Started

Quick Start

Connect Slack

Slack Setup

Connect Channels

Connect all the places you talk to your customers.

Channel ConfigurationEmailChat WidgetMicrosoft TeamsTicket FormsSlack Community

Connect your CRM

SalesforceHubspotAttioPipedrive

Connect your Issue Tracker

GitHub IssuesLinearJiraAsana

Setup your workflows

ViewsTeamsCustom FieldsTriggersMacrosCustomer Portal
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Last updated 1 year ago

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