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SparrowDesk Overview

Overview of SparrowDesk
Feature Overview in SparrowDesk
SparrowDesk Glossary

Getting Started

Setting Up Account Details
Default Business Hours
Understanding and Creating Teams
Inviting Team Members to the Platform
Roles and Permissions
Single Sign-On
Brands in SparrowDesk
Getting Started FAQs
Use a custom domain for your support portal

Inbox

Understanding the Inbox in SparrowDesk
Managing Custom Views in Inbox
Live Chats in Inbox
Staying on Top of New Messages from Customers
Conversation Fields in SparrowDesk
Merging Conversations in SparrowDesk
Adding Watchers to a conversation
Round Robin assignment explained
Export Conversations as CSV
Bulk update fields
Forward a Conversation to an External Contact
Common Email Delivery Errors

Channels

Setting Up Email as a Support Channel Connect your custom email address How do I send and receive emails via SMTP and IMAP ? How do I find my SMTP/IMAP server address and port number? Common Errors while Connecting through SMTP/IMAP How to Prevent Emails From Going to Spam Email Signatures
Installing Chat Widget Chat Widget Installation on WordPress Install the Chat Widget on Shopify Customising Chat Widget Embedding and Configuring the SparrowDesk Chat Widget Chat Widget Settings Why End Users Don’t Always See Their Chat History Track page visits in SparrowDesk

Contacts

Contacts in SparrowDesk
How to manage contact segments
Deleting and Blocking Contacts in SparrowDesk
Contact Fields in SparrowDesk

Reports

Conversation Report
Team Performance Report
Understanding the AI Agent Report in SparrowDesk
Viewing CSAT reports in SparrowDesk
Reports FAQ
Exporting Reports as PDF

Automation

Macros
Business Hours
Service-Level Agreements (SLAs)
Setting up CSAT (Customer Satisfaction) in SparrowDesk

Zoona AI

AI Suggested replies in your Inbox
AI-Generated Chat Subjects
Zoona AI Knowledge Improvements
Introduction to AI Agent AI Agent - Configure Persona Training your AI Agent Zoona AI Agent Commands AI Agent - Deploying on chat AI Agent - Deploying on Email How to Create a Command Zoona AI Agent - FAQ Understanding AI resolutions in SparrowDesk

Workflows

Automate repetitive tasks through Workflows
How to Create a Workflow
Workflow Blocks Library

Help Centre

Write Knowledge Articles for your Help Centre and AI Agents
Setting Up and Customizing Your Help Center
Use a Custom Domain for Your Help Center
Make Your Help Centre Discoverable in Search results
Adding Google Tag Manager to your Help Center
Creating a Ticket Form Setting up Customer Portal

Billing

How does SparrowDesk pricing work?
What is Seat ?
Manage your Billing and Invoices
About Sales Tax
How to cancel your subscription
Frequently Asked Questions
AI Co-pilot and AI Resolution billing
SparrowDesk Startup Program

Apps and Integrations

Okta Single Sign on setup for SparrowDesk
Integrating HubSpot with SparrowDesk
Integrating SurveySparrow with SparrowDesk
Integrating SparrowDesk with Zapier
Connecting SparrowDesk with Attio
Connecting SparrowDesk with Linear
Integrating SparrowDesk with Jira
Connecting SparrowDesk for Gmail
Integrating SparrowDesk with Notion
Integrating SparrowDesk with Slack
Integrating SparrowDesk with Shopify
Connect WhatsApp to SparrowDesk

Contacts | SparrowDesk - AI Powered Customer Service platform

Contacts

This section guides you through organizing, importing, and segmenting your customer and user records in SparrowDesk

By Justin

4 articles

Contacts in SparrowDesk
How to manage contact segments
Deleting and Blocking Contacts in SparrowDesk
Contact Fields in SparrowDesk

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