Getting Started with Relentify Helpdesk

An overview of multi-channel customer communication.

What this does

Relentify Helpdesk brings all your customer communication channels into one inbox — email, WhatsApp, SMS, and voice. Your team responds from a single place regardless of how the customer contacted you.

What's included

  • Unified Inbox — all channels in one view
  • Email Channel — receive and reply to support emails
  • WhatsApp — send and receive WhatsApp messages
  • SMS — text message communication
  • Voice — phone call handling
  • Bots — automated conversation flows
  • Workflows — automation rules for routing and responses
  • Templates — reusable message templates per channel
  • Analytics — cross-channel performance metrics

Step by step

  1. Enable the Helpdesk add-on in CRM settings
  2. Set up at least one channel (email is the easiest to start with)
  3. Start responding to conversations in the unified inbox
  4. Add more channels as needed
  5. Build bots and workflows to automate common patterns