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Made various improvements to our quickstart
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mattvagni committed Dec 6, 2023
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Expand Up @@ -15,10 +15,24 @@ This quickstart will walk you through how to start helping customers and get the
<Accordion title="Create a workspace" icon="seedling">
Everything within Plain happens in a workspace. To create a workspace for your team, sign up at https://app.plain.com and click **Create a workspace**.

You will be guided through the set-up, including [configuring your email](/email). For this, you will need to be able to add a few DNS records for your domain.
</Accordion>
<Accordion title="Set up your channels" icon="comments">
There are three ways to receive questions in Plain – email, contact forms or Slack (beta).

**Email** – When you create a workspace you will be guided through email set-up automatically. For more information on how it works [check out the docs](/email/)

**Contact forms (Optional)** – Forms are a great way to offer support at scale. Use [these instructions](/contact-forms/) to set up a form or a floating widget.

**Slack (Optional)** – We are currently giving early access to select customers, if you are interested in providing support via Slack using Plain, reach out to us and we give you beta access. [Find out more here](/slack).

</Accordion>

<Accordion title="Invite your team members" icon="user-plus">
To add team members to your Plain workspace and assign roles, navigate to **Settings** →
**Members** in your workspace. You can add your entire team to Plain for free - we'll only charge
you for users that actively send messages to customers.
</Accordion>

<Accordion title="Set up notifications" icon="bell">
To be notified of new support requests, [set up notifications](/notifications).

Expand All @@ -27,14 +41,51 @@ We recommend, as a minimum, setting up one shared Slack or Discord channel where
</Accordion>

<Accordion title="Connect your Linear workspace" icon="link">
[Connecting your Linear workspace](/linear) to Plain will let you quickly and seamlessly log bugs and feature requests to Linear without leaving Plain and then close the loop with the customer once they're completed.
[Connecting your Linear workspace](/linear) to Plain will let you quickly and seamlessly log bugs and feature requests to Linear without leaving Plain and then close the loop with the customer once they're completed.

You can connect to Linear from **Settings** → **Linear**.

</Accordion>

</AccordionGroup>

### Speed up your workflow

<AccordionGroup>

<Accordion title="Add labels" icon="tag">
Labels are a lightweight but powerful way to categorize threads in Plain. You can configure the labels that make sense for you in **Settings** → **Labels**.

[**Add labels**](/labels/)

</Accordion>

<Accordion title="Set up snippets" icon="feather">
Snippets are templated messages that allow you to pull common language to message customers more
quickly. You can configure them in **Settings** → **Snippets**

[**Set up snippets**](/snippets/)

</Accordion>

<Accordion title="Set up customer groups" icon="user-group">
Setting up customer groups can let you organize and segment your customers and their threads. For example, you could organize your customers by their tier: "Free", "Growth", and "Enterprise" allowing you to quickly focus on all support requests from your Enterprise customers first.

[**Set up groups**](/customer-groups/)

</Accordion>

<Accordion title="Learn keyboard shortcuts" icon="keyboard">
We make it easy to fly through your workflow without ever needing to use a mouse. Learn about our
keyboard shortcuts here. We've also added hints throughout the app on which keyboard shortcuts to
use.

[**View all shortcuts**](/shortcuts/)

</Accordion>

</AccordionGroup>

### Adding context

To provide support more quickly, get more context into Plain from your own systems.
Expand All @@ -52,12 +103,14 @@ Events let you log important customer actions, errors, releases, and other key e
[**Set up events**](/events/)

</Accordion>
<Accordion title="Set up customer groups" icon="user-group">
Setting up customer groups can let you organize and segment your customers and their threads. For example, you could organize your customers by their tier: "Free", "Growth", and "Enterprise" allowing you to quickly focus on all support requests from your Enterprise customers first.

[**Set up groups**](/customer-groups/)
<Accordion title="Explore our API" icon="code">
Plain is built API first so that you can build countless other use cases into your support stack.

[Learn more about our API](/api-reference/graphql/) and make your first API call.

</Accordion>

</AccordionGroup>

### Feedback & questions
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