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Use this map when you know what you want to change but not where to find it.

Inbox and automation

Tags

Create, organize, and describe tags for automatic matching.

Ticket automation

Configure auto-close behavior and native keyword-based auto resolve.

Rules

Build exact When/Then automation for assignment, tags, status, and SLAs.

Agent assignment

Control how tickets are assigned to teammates.

AI, connections, and channels

AI Agent settings

Manage workspace-wide AI Agent settings.

MCP connections

Connect business systems that AI Agents can use.

Integrations

Connect shops, ERPs, helpdesks, fulfillment tools, and more.

Channels

Add and manage email, WhatsApp, web, social, reviews, and voice.

Access and billing

Permissions

Configure access for Support and Basic roles.

Teams

Manage teams and their channel access.

Billing

Review your plan, invoices, and AI credit usage.
Learn more about roles and permissions, AI credits, and rules.