Computer Monitoring Software

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...

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 ...