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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
Customize Customer Email Notifications
Audit Log
Set Up Two-Factor Authentication

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
Round Robin assignment explained
Export Conversations as CSV
Bulk update fields
Forward a Conversation to an External Contact
Common Email Delivery Errors
Add Watchers to a Conversation
Set Up Parent-Child Conversations
Change the Requester on a Conversation

Channels

Slack as a Channel
WhatsApp as a Channel
Facebook Messenger as a Channel
Instagram Channel
Discord Channel

Contacts

Contacts in SparrowDesk
How to manage contact segments
Deleting and Blocking Contacts in SparrowDesk
Contact Fields in SparrowDesk
Companies 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
Help Center Reports
Schedule a Report to Send by Email

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 Copilot

Workflows

Automate repetitive tasks through Workflows
How to Create a Workflow
Workflow Blocks Library
Notify a Slack Channel from a Workflow
Classify Conversations with a Custom Prompt

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

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 Copilot and AI Resolution billing
SparrowDesk Startup Program
Account and Data Deletion

Apps and Integrations

Okta Integration
HubSpot Integration
SurveySparrow Integration
Zapier Integration
Attio Integration
Linear Integration
Jira Integration
Gmail Integration
Notion Integration
Shopify Integration
Migrating from Freshdesk
Zoho CRM integration
Set Up a Webhook
Create and Manage API Keys
Migrate from Zendesk
Migrate from Intercom

Channels | SparrowDesk - AI Powered Customer Service platform

Channels

Learn best practices for setting up each channel, optimizing workflows, and ensuring a unified support experience across every medium.

By Vaishali and 1 others

21 articles

Email

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
Email Settings

Live Chat

Installing Chat Widget
Chat Widget Installation on WordPress

Discord Channel
Instagram Channel

Powered By SparrowDesk

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

Facebook Messenger as a Channel

WhatsApp as a Channel

Slack as a Channel