What to set up next

This guide follows the Quickstart and covers the next steps once you are up and running.

Connect your tools

• A CRM integration with HubSpot or Salesforce syncs Accounts and Contacts so customers land in the right Tier automatically.
• Linear, Jira, Shortcut and GitHub link threads to engineering tickets. When a ticket closes, Plain reminds you to follow up with the customer.
• incident.io and Rootly correlate incoming requests with ongoing incidents.

Launch your Help Center

A Help Center gives customers a place to find answers on their own and gives Ari a knowledge base to draw from. Open Help Center from your workspace name in the top-left, set your subdomain and branding, and create your first articles. Press Cmd + K in any thread to turn an answer into a draft article.

Fine-tune your operations

• Auto-responses: in Settings, then Auto-Responses, set up automated acknowledgements so customers know their request was received.
• CSAT: collect CSAT automatically after threads are resolved to track your team's performance over time. In Settings, then Customer Surveys, configure the survey and choose when it triggers.
• Tasks: create internal tasks on threads for follow-ups, handoffs or anything that must happen before a request is closed.
• Load balancing: use the Workflow Builder to assign threads automatically.

Migrate data from another platform

Plain has importers for several other support platforms. Run the importer, validate the data, then switch your email forwarding to Plain.

Build on the API

Use the GraphQL API, webhooks and Customer Cards to embed Plain in your product and LLM workflows.

Personalize your workflow

Create and favorite views by tier, status, assignee or label so you always see what matters most. Set personal notifications in Preferences, at the bottom-left of the sidebar. Learn the keyboard shortcuts and slash commands to work faster.