Documentation

How can we help you?

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

Popular

Generate 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

New

AI 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

Developer

Authentication, 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

Need help?

Our support team is available 24/7 to assist you.

Contact Support

Community

Join our community for tips, updates, and discussions.

Coming Soon

Developer API

Build custom integrations with our REST API.

View API Docs