Vortisk Helpdesk Quickstart Guide

When you install Vortisk Helpdesk from the App Marketplace, authorization happens with a single click. Your workspace is automatically provisioned, and your contacts and location details synchronize in real time.

Receive tickets directly from your existing support email addresses (e.g. support@youragency.com).

1. Navigate to Settings → Email Channels inside your Helpdesk workspace.
2. Copy your workspace inbound routing address.
3. In your Google Workspace, Microsoft 365, or email host settings, create an auto-forwarding rule to forward customer emails to that address.
4. New emails automatically generate threaded tickets with full customer details linked.

Add real-time customer chat to your websites, client portals, or landing pages with one script tag:

The live chat widget automatically suggests articles from your Knowledge Base before a ticket is filed. If the customer still needs human assistance, it connects them directly to your team inbox.

Every workspace has a dedicated customer portal located at https://helpdesk.vortisk.com/portal/{workspace-slug}.

Customers can search your published knowledge base articles, submit inquiries, and track the status of all their past tickets using their email address with zero password hassle.

Never let a ticket fall through the cracks. Navigate to Automation → New Rule to build no-code rules:

• When: New ticket created or client replies
• If: Category equals Billing, or priority is High
• Then: Assign to Sarah, apply 15-minute SLA timer, and trigger notification

Add support agents, team leads, or department managers under Settings → Team. Role-based permissions ensure agents only see their assigned tickets while managers maintain complete queue oversight.

Vortisk Helpdesk provides complete unlimited access to every capability — unlimited tickets, staff seats, channels, live chat, customer portal, and SLA automation rules.