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Getting Started

Getting Started

2
  • How to Install & Activate Fluent Support
  • Upgrade to Fluent Support Pro Add-on
Business Management

Business Management

10
  • Business Inboxes
  • Adding Multiple Business Inboxes
  • Creating Ticket Categories (Products)
  • Customer Support Portal Setup
  • Adding Support Staffs/Agents
  • View & Manage Ticket Entries
  • Attachment Regulation
  • Permission Management for Agents
  • Adding a Custom Ticket Submission Form
  • Ticket Form Customization
Productivity

Productivity

17
  • Ticket Tags (Custom Tags)
  • Templated (Saved) Replies
  • Filtering, Sorting & Searching Tickets
  • Agent Specific Tickets (My Tickets)
  • Internal Notes
  • Bulk Action in Tickets
  • Creating Ticket on Behalf of Customer
  • Custom Fields
  • Outgoing Webhook
  • Merge Tickets
  • Bookmarks
  • Shortcodes
  • Split Reply in New Tickets
  • Frontend Agent Portal
  • Automatic Ticket Closing
  • Close Ticket Silently
  • Advanced Filter Fluent Support
Activities & Reports

Activities & Reports

4
  • Dashboard Overview
  • Reports and Stats
  • Overall Activities
  • Dynamic Dashboard
Ticket Importer

Ticket Importer

3
  • Ticket Importer
  • HelpScout Ticket Migrator
  • Freshdesk Ticket Migrator
Email Management

Email Management

4
  • Managing Email Notifications
  • Auto-forward From Google Workspace to Fluent Support
  • Email Piping: Email Based Support Ticket
  • Forward From Microsoft 365 Outlook Web Access (OWA)
Workflow/Automation

Workflow/Automation

3
  • Workflows & Automations
  • Manual Workflow
  • Automatic Workflow
Ticket Management using Third Parties

Ticket Management using Third Parties

4
  • Managing Tickets using Slack
  • Managing Tickets using Telegram
  • Managing Tickets using Discord
  • Managing Tickets using WhatsApp
Integrations

Integrations

15
  • FluentCRM Integration
  • Easy Digital Downloads (EDD) Integration
  • LifterLMS Integration
  • LearnDash Integration
  • WooCommerce Integration
  • TutorLMS Integration
  • BuddyBoss Integration
  • WishList Member Integration
  • Restrict Content Pro Integration
  • Paid Membership Pro Integration
  • Fluent Forms Integration
  • Incoming Webhook
  • BetterDocs Integration
  • LearnPress Integration
  • Google reCAPTCHA Integration
Change Log

Change Log

1
  • Change Log
  • Home
  • Docs
  • Workflow/Automation

Workflow/Automation

  • Workflows & Automations
  • Manual Workflow
  • Automatic Workflow
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