Guides for launching and operating HelpoSoft.
Practical setup playbooks for support channels, knowledge, AI, multi-site operations, SLAs and security.
Install the HelpoSoft live-chat widget
Add a website, approve domains, customize the launcher and install the non-blocking script safely.
IntegrationConnect HelpoSoft to WordPress
Install the WordPress plugin, load the chat widget and optionally add a ticket form.
IntegrationConnect HelpoSoft to WHMCS
Install the addon module, synchronize ticket events and provide hosting customer context to agents.
AI & knowledgeBuild a reliable AI support knowledge base
Create approved source material, configure review workflows and launch AI gradually.
ChannelsConfigure an omnichannel support connection
Connect a supported messaging provider and validate inbound, outbound, media and delivery callbacks.
AdministrationSet up multi-site support and the all-sites command center
Separate website configuration while keeping centralized users, billing and operational visibility.
Service operationsCreate business-hours SLA policies
Define calendars, response targets, pending pauses and escalation stages.
SecurityHarden a HelpoSoft support workspace
Apply MFA, session policy, least-privilege roles, SSO and audit practices before onboarding a larger team.