Navigate your Protodesk workspace

Find Threads, Evelin AI, Help Center articles, and workspace settings in the current navigation.

Updated

Use the main sidebar to move between customer conversations, Evelin, your Help Center, and workspace settings.

  • Threads: read messages, write replies and internal notes, and organize customer conversations.
  • Browse: find customer and workspace records.
  • Evelin AI: configure AI behavior, knowledge sources, and connected integrations.
  • Help Center: create, organize, and publish customer-facing articles.
  • Settings: manage your workspace, teammates, channels, API keys, and preferences.

The workspace switcher at the top of the sidebar changes which workspace you are working in. Check it before editing settings or content.

Evelin AI navigation

  • Overview: review setup and readiness.
  • Style: choose reply tone, length, formatting, and wording guidance.
  • Knowledge sources: manage published Help Center content and connected websites used for answers.
  • Integrations: connect external services such as Linear.
  • Playground: test a customer question privately.
  • Automations: manage configured workflows.
  • Monitor: inspect AI runs and operational issues.
  • Usage: review AI credits and usage.

Available actions depend on your workspace access and whether Evelin is enabled.

Help Center navigation

  • Home: review your Help Center overview.
  • Articles: search and edit articles and collections.
  • Create with AI: connect an external AI authoring tool and prepare article proposals.
  • Customize: configure your Help Center's public presentation and settings.
  • Channels: manage how Help Center content is offered through connected channels.
  • Needs review: review AI-generated proposals before accepting them.

Writing a public Help Center article and preparing a private customer reply are separate tasks. Always check where you are saving content and whether it is published.

Related articles