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Everything you need to know about ImaraDesk. Guides, API references, and best practices for building exceptional customer support.
Quick Start
5 min setup guide
AI Features
Smart replies & automation
API Reference
REST API & Webhooks
FAQ
Common questions
Getting Started
Set up your workspace and start resolving tickets in minutes
Quick Start Guide
Get up and running in under 5 minutes
Creating Your Organization
Set up your workspace, invite team members, and configure settings
Connecting WhatsApp
Link your WhatsApp Business account via Meta Cloud API
Understanding the Dashboard
Navigate stats, charts, and real-time metrics
Your First Ticket
Learn the full lifecycle of a customer support ticket
Channels & Messaging
Connect WhatsApp, email, web chat and more
WhatsApp Business Setup
Connect and configure WhatsApp Business API
Message Templates
Create and manage WhatsApp template messages
Rich Media Messages
Send images, documents, buttons, and interactive lists
Multi-Channel Routing
Route conversations from different channels to the right team
Channel Health Monitoring
Monitor connection status and message delivery rates
Tickets & Conversations
Manage, assign, and resolve customer issues efficiently
Ticket Lifecycle
Open, assign, escalate, and resolve tickets
Assignment Rules
Auto-assign tickets based on skills, load, or round-robin
SLA Policies
Set response and resolution time targets
Ticket Tags & Priority
Organize tickets with tags, priority levels, and custom fields
Bulk Actions
Perform actions on multiple tickets at once
Conversation History
View full customer interaction timeline
AI & Automation
Leverage AI for smart replies, routing, and insights
AI Smart Replies
PopularGenerate contextual response suggestions powered by AI
Intent Detection
Automatically classify customer intent and sentiment
AI Ticket Routing
Route tickets to the best agent using AI scoring
Conversation Summarization
Get AI-generated summaries of long conversations
Knowledge Base AI
Train AI on your docs for accurate auto-responses
Chatbot Builder
Create no-code AI chatbot flows for common queries
Sentiment Analysis
Monitor customer sentiment in real-time
AI Copilot
NewAI assistant for agents during live conversations
Teams & Agents
Manage your support team, roles, and permissions
Inviting Team Members
Add agents and assign roles
Roles & Permissions
Owner, admin, and member capabilities
Team Creation
Organize agents into specialized teams
Agent Availability
Set working hours and availability status
Workload Balancing
Distribute tickets evenly across agents
Knowledge Base
Build your self-service help center and train AI
Creating Articles
Write and organize help articles
Categories & Tags
Structure your knowledge base for easy navigation
AI Training
Use articles to train AI for automated responses
Import & Export
Bulk import from CSV, Markdown, or other platforms
Analytics
Track article views, helpfulness, and search patterns
Campaigns & Outreach
Send proactive messages and broadcast campaigns
Creating Campaigns
Set up broadcast messages to customer segments
Template Management
Design and submit WhatsApp message templates
Audience Targeting
Segment contacts by tags, activity, and attributes
Campaign Analytics
Track delivery, read rates, and engagement
Scheduling
Schedule campaigns for optimal delivery times
Reports & Analytics
Measure performance with real-time dashboards
Dashboard Overview
Understand your key metrics at a glance
Ticket Reports
Analyze volume, resolution times, and trends
Agent Performance
Track individual and team productivity
SLA Compliance
Monitor SLA adherence and breach reports
Customer Satisfaction
CSAT scores and feedback analysis
Custom Reports
Build custom reports with filters and date ranges
Workflows & Automations
Automate repetitive tasks with custom workflows
Automation Rules
Create if-then rules for ticket actions
Triggers & Conditions
Set up event-based and time-based triggers
Auto-Assignment
Automatically route tickets to the right agent
Escalation Rules
Auto-escalate tickets based on SLA or priority
Canned Responses
Create reusable response templates
API & Integrations
Connect ImaraDesk with your existing tools
REST API Overview
DeveloperAuthentication, endpoints, and rate limits
Webhooks
Receive real-time event notifications
API Authentication
API keys, OAuth, and token management
Contacts API
Create, update, and query customer contacts
Tickets API
Manage tickets programmatically
Messages API
Send and receive messages via API
Security & Compliance
Enterprise-grade security and data protection
Data Encryption
Encryption at rest (AES-256) and in transit (TLS 1.3)
Access Controls
Role-based permissions and session management
Audit Logs
Track all actions and changes in your workspace
Data Retention
Configure data retention policies
GDPR Compliance
Data subject rights and processing agreements
SSO & OAuth
Single sign-on with Google and enterprise providers
Account & Settings
Manage your account, billing, and preferences
Profile Settings
Update your name, email, and avatar
Organization Settings
Manage workspace name, plan, and metadata
Notification Preferences
Configure email and in-app notifications
Billing & Plans
View invoices, upgrade, or change your plan
Danger Zone
Delete account, transfer ownership, or export data
Community
Join our community for tips, updates, and discussions.
Coming SoonDeveloper API
Build custom integrations with our REST API.
View API Docs