Setup & Management

Everything below is configured in the ESC Client Portal, on the tabs of your helpdesk. Changes flow to your live helpdesk automatically – no redeploy, no downtime, nothing to restart.

If you followed the Quick Start Guide, you’ve already touched most of these. This section is the detail behind each one.

A suggested order. These pages are written to be read in any order, but if you’re setting up from scratch, this sequence works best:

1. Your Domain & SSL – do this first. It unblocks your branded support portal, your support email address, and your AI’s ability to share contact details. It also involves a DNS wait, so starting it early means it completes while you do everything else.
2. Branding – a two-minute job with a big visual payoff.
3. AI Support Agents – who your customers will appear to be talking to.
4. Knowledge Base – the step that makes your AI genuinely yours.
5. Web Chat Widget – best done after knowledge, so your live test has real answers to give.
6. Email Channel – connect your support inbox.
7. Reports & Activity – once you’re live, this is where you watch it working.