Are you looking for a HelpSpace software trainer who can lead corporate training at your company? We can match you with an experienced HelpSpace trainer who can run a virtual Help Desk training session for your business.
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There are many reasons why companies request training in using HelpSpace software. They might have recently signed up to HelpSpace and want to ensure that they’re using the software to its full potential. They might want to onboard staff members to use HelpSpace and want a certified trainer to answer all the tough questions that the team has.
In this article, we’ll be looking at some basic information that will help you get prepared for working with a software trainer. We’ll look at HelpSpace implementation steps, how to onboard new users, how to train admins and how to best set up permissions. We’ll also look at a sample one-day training schedule that you could tailor with your trainer and will outline our upcoming HelpSpace online course. Let’s start with implementing HelpSpace in your business.
To get started with HelpSpace, a help desk software, the first step is to sign up for an account on their website. Once registered, you can start customizing your help desk by adding your company’s logo, setting up email templates, and configuring ticket categories. Next, you will need to invite your team members to join the platform and assign them appropriate roles and permissions. After that, you can integrate HelpSpace with your existing systems, such as CRM or email, to streamline your support processes. Lastly, you can start creating and managing tickets, tracking customer inquiries, and providing timely responses. HelpSpace also offers analytics and reporting features to help you monitor and improve your support performance.
HelpSpace is a comprehensive Help Desk Software designed to streamline customer support operations. For a company getting started with HelpSpace, there are several types of users who would benefit from training in this software. First, the customer support team members would need training to effectively use the software’s features and functionalities to manage and resolve customer inquiries. Second, the IT team would require training to set up and configure the software, ensuring seamless integration with existing systems. Third, managers and supervisors would benefit from training to understand the reporting and analytics capabilities of HelpSpace, enabling them to monitor team performance and make data-driven decisions. Lastly, end-users, such as customers or employees, may also need training to navigate the self-service portal and utilize the software’s features for submitting and tracking support tickets.
1. Begin by creating user accounts for new users in HelpSpace, ensuring that each user has a unique login and password.
2. Provide new users with a comprehensive orientation on the features and functionalities of HelpSpace, including how to submit and track support tickets.
3. Offer training sessions or tutorials to familiarize new users with the software’s interface and navigation.
4. Encourage new users to explore the knowledge base and self-help resources available in HelpSpace to empower them to find solutions independently.
5. Assign a mentor or buddy to each new user, who can provide guidance and support during the onboarding process.
6. Regularly check in with new users to address any questions or concerns they may have and ensure they are comfortable using HelpSpace.
7. Continuously provide ongoing training and updates on new features or enhancements to keep users engaged and informed.
8. Monitor user activity and performance to identify any areas where additional support or training may be needed.
9. Seek feedback from new users to improve…
To train admins of HelpSpace, start by providing an overview of the software’s features and functionalities. Explain how to navigate the user interface, create and manage tickets, and access customer information. Demonstrate how to customize the software to meet the company’s specific needs, such as setting up ticket categories and automating workflows. Train admins on how to assign tickets to agents, track ticket progress, and generate reports for performance analysis. Additionally, provide guidance on managing user accounts, permissions, and security settings. Encourage admins to explore the software’s knowledge base and familiarize themselves with its search capabilities. Offer hands-on practice sessions and provide access to training materials, such as user guides and video tutorials, to ensure a comprehensive understanding of HelpSpace.
To set up user permissions in HelpSpace, start by logging in as an administrator. From there, navigate to the “Settings” section and select “User Permissions.” You can then create different user roles, such as “Agent” or “Manager,” and assign specific permissions to each role. For example, you may want to give agents the ability to view and respond to tickets, but only allow managers to close them. You can also set permissions for specific features, such as the ability to create new tickets or access certain reports. Once you have set up your user roles and permissions, you can assign them to individual users or groups. This will ensure that each user has the appropriate level of access to the software based on their role and responsibilities.
9:00 AM – 9:30 AM: Introduction to HelpSpace, including its features and benefits.
9:30 AM – 10:00 AM: Setting up user accounts and permissions in HelpSpace.
10:00 AM – 10:30 AM: Navigating the HelpSpace interface and understanding the different modules.
10:30 AM – 11:00 AM: Creating and managing tickets in HelpSpace, including assigning, prioritizing, and tracking them.
11:00 AM – 11:30 AM: Using the knowledge base feature to create and organize articles for self-service support.
11:30 AM – 12:00 PM: Configuring and customizing HelpSpace to meet specific organizational needs.
12:00 PM – 1:00 PM: Lunch break.
1:00 PM – 1:30 PM: Integrating HelpSpace with other software tools, such as email and chat platforms.
1:30 PM – 2:00 PM: Generating reports…
We have a comprehensive HelpSpace course on our waitlist for creation. Join the course waitlist for the below course.
Course Name: Mastering HelpSpace: A Comprehensive Guide to Help Desk Software
Description: This online course is designed to equip individuals with the necessary skills to effectively use HelpSpace, a powerful help desk software. Participants will learn how to efficiently manage customer support tickets, streamline communication, and automate processes. Through interactive modules, practical exercises, and real-world examples, learners will gain a deep understanding of HelpSpace’s features, including ticket routing, knowledge base creation, and reporting. By the end of the course, participants will be able to confidently navigate HelpSpace, optimize its functionalities, and provide exceptional customer support.
Expected Learning Outcomes:
1. Navigate and utilize HelpSpace’s interface effectively.
2. Create and manage support tickets efficiently.
3. Develop a comprehensive knowledge base to enhance customer self-service.
4. Automate repetitive tasks and streamline workflows.
5. Generate insightful reports to analyze support team performance.
6. Provide exceptional customer support using HelpSpace’s advanced features.
We’ve outlined above some of the basics of implementing HelpSpace in your business, getting staff onboard, updating settings etc and we’ve also looked at a sample online training schedule. If you’re looking for a virtual training session or in-person, on-site HelpSpace training, reach out using the Request Training button above. If you’d like to enrol in a self-paced, online HelpSpace course, join the course waitlist and you’ll be the first to know when it launches.
