From 2ec737bfab1766f67c80e15d85f4270e4ac61e68 Mon Sep 17 00:00:00 2001 From: Mathias Vagni Date: Wed, 6 Dec 2023 16:56:38 +0100 Subject: [PATCH] Made various improvements to our quickstart --- quickstart.mdx | 63 ++++++++++++++++++++++++++++++++++++++++++++++---- 1 file changed, 58 insertions(+), 5 deletions(-) diff --git a/quickstart.mdx b/quickstart.mdx index 26b342f..3071db4 100644 --- a/quickstart.mdx +++ b/quickstart.mdx @@ -15,10 +15,24 @@ This quickstart will walk you through how to start helping customers and get the 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. + + +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). + + 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. + + To be notified of new support requests, [set up notifications](/notifications). @@ -27,7 +41,7 @@ We recommend, as a minimum, setting up one shared Slack or Discord channel where - [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**. @@ -35,6 +49,43 @@ You can connect to Linear from **Settings** → **Linear**. +### Speed up your workflow + + + + + 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/) + + + + + 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/) + + + + +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/) + + + + + 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/) + + + + + ### Adding context To provide support more quickly, get more context into Plain from your own systems. @@ -52,12 +103,14 @@ Events let you log important customer actions, errors, releases, and other key e [**Set up events**](/events/) - -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/) + +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. + ### Feedback & questions