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Showing posts with the label Help Desk

Migrating From Your Old Help Desk Without Losing Your History

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Switching help desks feels risky for one reason: history. Years of conversations, customer records, templates and notes live in the old tool, and the fear of losing them keeps teams on platforms they have outgrown. A migration done in the right order takes a week of part-time effort and loses nothing. Here is the order that works. STEP 1: INVENTORY WHAT ACTUALLY MATTERS Not everything deserves to migrate. Sort your old tool into four buckets: - MUST KEEP: contact and company records, open conversations, recent conversation history (often 12-24 months is plenty), attachments customers might reference - NICE TO KEEP: closed conversations older than a year, internal notes, reporting exports - REBUILD, DO NOT MIGRATE: canned responses, tags and views - these deserve a fresh design anyway (old tag jungles are never worth carrying) - DO NOT MIGRATE: spam, test data, duplicate contacts from three imports ago Deciding this first turns an overwhelming archive into a finite checklist. STEP 2: PI...

Self-Hosted Support Desk in Docker: When Customer Data Cannot Leave the Building

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For some organizations, "the cloud is fine" is not a sentence anyone can say out loud. Government agencies, banks, healthcare providers, subsidiaries under strict group policies, trading and export firms with data residency obligations, and any team whose network is segmented or air-gapped - they need the same support software as everyone else, on infrastructure they control. Self-hosting a modern support desk is no longer a science project. Here is what it actually involves. WHAT SELF-HOSTED MEANS HERE The same software as the cloud version, running on your own LAN or in your own cloud account. Data never leaves your network; the vendor has no access to it. You provide the AI model endpoint and the storage - which is exactly why there are no AI fees and no storage fees on this track. Installation, software updates and technical support are included in the license. WHAT IT COSTS - $15 per seat per month, billed annually, 10 seats minimum - $1,800 per year to start - The same ...

How to Set Up a Free Help Desk in 15 Minutes

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Most help desk setup guides start with a price. This one starts with the outcome: by the end, your website, your email and your messaging channels feed one shared inbox, and the whole thing costs nothing for your first three seats - not for a trial period, forever. Here is the entire path, in the order you will actually do it. STEP 1: CREATE THE WORKSPACE (2 MINUTES) Go to the signup page, enter your work email and follow the magic link - no password to manage. The setup wizard asks for your company name and timezone and drops you into the workspace. If you want the under-a-minute version, Google sign-in works too: https://onsitesai.com/start.html STEP 2: INSTALL THE WEBSITE WIDGET (3 MINUTES) In Settings, copy the widget snippet and paste it before the closing body tag of your site. The widget works on static HTML, WordPress, Next.js and most site builders. Refresh the page and the chat bubble appears - colors and position are set in the same settings screen. This is the channel most ...