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Quick Start Guides

Get to know Kayako Classic with guides to the interface, key features, and common workflows.

  • Start Here: Guide to setting up your helpdesk

    Welcome to your Kayako helpdesk! You’re on your way to delivering amazing support to every one of your customers. This guide is designed to help you get familiar with the basics and hit the ground run...

  • Guide to setting up Archiver custom app in Kayako

    The Archiver custom app allows you to delete/export old data in Kayako. It gives an extension to the Maintenance menu in the admin panel.  The additional menu items will provide an option to purge/exp...

  • Guide to helping your customers submit tickets

    This article provides a starting point for helping your users submit their first tickets on your support site. The sections below will cover the basic steps your users will need to follow to get start...

  • Guide to automation with Kayako Classic

    Automated ticket rules are designed to minimize repetitive clicking and to keep you from typing out the same old messages over and over. In fact, when you implement rules, they do much of the admin wo...

  • Guide to building your knowledge base

    The knowledgebase is a library designed to help your customers answer their own questions with standard information, how-to's and instructions. Ideally, your self-service resources will be so helpful ...

  • Guide to setting up your team in Kayako

    To really get a feel for Kayako at work, we suggest inviting your team members to join. You can then go through your customer service process together as a team. Try to involve at least one person fro...

  • Guide to understanding user types and interfaces

    Welcome to your Kayako helpdesk! You’re on your way to delivering amazing support to every one of your customers. This guide is designed to help you get familiar with the basics and hit the ground run...

  • Guide to managing support tickets

    In Kayako, all of your customer conversations are tracked as tickets (you might also know them as support tickets, support requests or incidents). Any message which comes into the helpdesk - whether f...