Documentation
Getting-started guides and technical references for operating Beamdesk in production.
Quickstart / Core
Quickstart
Signup, connect an inbox, set a persona, create a ticket, and enable the first AI auto-resolution.
AI Personas
Design persona prompts, tone, tool catalogs, knowledge scope, analytics, tests, and escalation paths.
Knowledge Base
Import sources, approve AI drafts, link articles, monitor crawl health, and review stale knowledge.
Automations
Build rules, workflows, templates, sequences, A/B tests, schedules, and dry-run releases.
AI / Channels
Multi-model routing
Configure 13-model roster, tiered routing, per-persona preferences, cost transparency, and consensus mode.
Hallucination guard
Three-layer protection: citation enforcement, refund quarantine, KB faithfulness, and audit logging.
Voice channels
Twilio, Vapi, Sonetel setup. KB lookup during calls, TTS, and human handoff.
Live chat widget
3-line embed script, data attributes for config, auto-escalation, GDPR mode, and programmatic API.
NPS surveys
Post-resolution triggers, token-based flow, score classification, webhook notifications to Slack/Linear.
Eval / Reference
Adversarial eval + replay
Red-team agents with replay tests and hostile prompts before deploying persona changes.
Integrations
Connect Shopify, Stripe, Slack, Gmail, IMAP, WhatsApp, webhooks, API keys, and MCP.
API Reference
Use scoped API keys, ticket and knowledge endpoints, audit exports, webhooks, and signatures.