Getting Started
Knowledge Management
Helpdesk, LiveChat, & SMS
Concierge
CRM
- Accounts & Contacts
AI in the Capacity Platform
- Capacity's Approach to AI
- Generative AI Tools
App Center
Automations and Workflows
- Automations
- Workflows
Analytics
- Baseline CSV Reports
- Bot Reporting
Settings
Developer Platform and Databases
Integrations and Interfaces
Troubleshooting
Mortgage GSE
- Capacity GSE Beta

Knowledge Center

Getting Started
Knowledge Management
Helpdesk, LiveChat, & SMS
Concierge
CRM
- Accounts & Contacts
AI in the Capacity Platform
- Capacity's Approach to AI
- Generative AI Tools
App Center
Automations and Workflows
- Automations
- Workflows
Analytics
- Baseline CSV Reports
- Bot Reporting
Settings
Developer Platform and Databases
Integrations and Interfaces
Troubleshooting
Mortgage GSE
- Capacity GSE Beta

Home
Settings

Settings

Org Management

People - Add Users to Capacity Platform

Teams, Projects, & Content Groups

Org Settings - Workspace Settings

Org Settings - AI Settings

Org Settings - Holiday Schedules

Org Settings - Email

Roles & Permissions - Preset Role Descriptions

Security - Console Sign-In & Password Management

Email Templates

Custom Email Templates

How to Edit Email Templates

Helpdesk Settings

Adding/Editing Ticket Statuses & Flows with Transition Graphs

Helpdesk Inbox Emails

Helpdesk Email Signatures

Helpdesk Custom Ticket Types

Interface Settings

Third Party Interfaces

Chat Settings

SMS Settings

SMS Line Management

Timezone & Conversation Auto-Close