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Getting Started

Quick Start Checklist

1 min readMar 28, 2026

Quick Start Checklist



Launch your support center in 30 minutes or less.

Setup (10 minutes)



  • [ ] Create your HelpKit account
  • [ ] Complete your business profile
  • [ ] Upload your logo in Settings → Branding
  • [ ] Set your accent color to match your brand


  • Knowledge Base (15 minutes)



  • [ ] Create 3-5 categories
  • [ ] Write your top 10 FAQ articles
  • [ ] Set category sort order


  • Support Channels (5 minutes)



  • [ ] Embed the chat widget on your website
  • [ ] Configure the ticket submission form
  • [ ] Set up email forwarding (Pro plan)


  • Team (Optional)



  • [ ] Invite your support agents
  • [ ] Assign categories to agents
  • [ ] Set up SLA rules


  • Go Live



  • [ ] Test the widget on your website
  • [ ] Submit a test ticket
  • [ ] Verify email notifications work
  • [ ] Share your help center URL with customers


  • What Happens Next



    HelpKit starts learning from day one:

  • AI analyzes customer questions
  • KB Gap Alerts show missing articles
  • Auto-resolution improves as your KB grows


  • You're live! Check your dashboard daily to monitor performance.
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