Quick start

Get DeskAI up and running in under 5 minutes.

Step 1: Create your workspace

Choose Startup, Team or Business and add a payment method. Your 14-day free trial starts straight away and you get a license key. Then create your workspace: your name, work email, company and a password. You become its admin. For Enterprise, or if you'd rather we set it up with you, talk to us.

Technicians sign in with their own account. They can also choose Sign in with license key, enter your company's key, then their email and password. Admins find the key under Admin Portal → MSP Settings.

Step 2: Add your first agent

Go to Admin Portal → Agents and click Add Agent. Enter a name, email, and password. The first agent you add automatically gets the Admin role.

Step 3: Connect your email

Go to Admin Portal → Email Settings. Enter your IMAP and SMTP credentials. New emails appear in the Email Inbox, ready to convert to tickets, and replies thread back onto their tickets.

Step 4: Share the employee portal

Find your portal URL in Admin Portal → Portal. Share it with your employees so they can submit tickets directly.

Step 5: Enable AI

Go to Admin Portal → AI Settings. Toggle on Auto-Triage, Draft Replies, and Smart Routing. AI will start working on the next ticket that comes in.