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Get to know your service project sidebar

Once you’re in your service project, you can use the sidebar to navigate. Here’s an overview of each entry in the sidebar.

Queues

Queues are where you work on customer requests. Your project admin sets up and configures queues to triage requests. You can then view and work on these requests from your queues.

Customers

See all the customers and organizations who can send requests to your service project. You can view, add, or manage customers here.

Reports

You can use reports to visualize trends in your service project.

Raise a request

If you need to raise a request on behalf of a customer, you can do so in the portal.

Knowledge base

A knowledge base stores helpful articles, such as how-tos and frequently asked questions (FAQs) that your team and customers can reference.

Channels

Channels are where you find the ways customers send you requests. Here, you can see the details of your email, help center, and widget channels.

Learn more about other features you can enable for your sidebar.

Still need help?

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