What is Protodesk?

Learn how Protodesk brings conversations, knowledge, AI, and customer-facing help into one support workspace.

Updated

Protodesk is a customer support workspace for managing conversations, organizing knowledge, publishing a Help Center, and reducing repetitive support work.

The following map shows how Protodesk's customer-facing and teammate-facing tools work together.

flowchart LR
  Customer[Customer] --> Chat[Live Chat]
  Chat --> Threads[Threads]
  Teammate[Teammate] --> Threads
  Knowledge[Knowledge] --> AI[AI assistance]
  AI --> Threads
  Help[Help Center] --> Customer

What you can do

  • Manage customer conversations from the Threads inbox.
  • Keep trusted support knowledge available to your team and AI.
  • Publish customer-facing articles in a branded Help Center.
  • Add Live Chat to your website so visitors can contact your team.
  • Use AI assistance while keeping your team in control.

How the workspace is organized

  • Threads is where your team reads and replies to customer conversations.
  • Browse helps you explore support activity and customer context.
  • Knowledge stores information your team can reuse.
  • AI contains tools for assisting and automating support work.
  • Help Center is where you create and publish customer-facing articles.
  • Settings controls your workspace and preferences.
  1. Review your workspace settings.
  2. Invite the teammates who will answer customers.
  3. Configure Live Chat for your website.
  4. Create a small set of Help Center articles for common questions.
  5. Send a test conversation and reply from Threads.

Start small. A clear workflow and a few accurate articles are more useful than a large, unfinished knowledge base.

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