Setup guide

Start helping customers in a few steps

Create your workspace, invite your team, and connect the channels your customers already use.

01 Workspace

First steps

Create a Supportix account with your business email. The first person to register becomes the workspace owner and can manage channels, invite teammates, and decide who receives new requests.

  1. 1
    Create your account

    Open the registration page, enter your business email, and confirm the address from the email Supportix sends you.

  2. 2
    Name your workspace

    Enter your company or team name. You can change the other support settings later.

  3. 3
    Invite your team

    Add the people who will answer customers and choose what each person is allowed to manage.

Start with one channel and a small team. After you receive your first requests, you can add rules that automatically send each request to the right person or group.

02 Website chat

Install the widget

Create a website chat channel in Supportix and copy its code. You need permission to edit your website or publish changes in Google Tag Manager. If you do not have access, send the code to the person who manages your website.

Install directly in HTML

  1. 1
    Open the channel settings

    In Supportix, choose Channels → Website chat → Add channel.

  2. 2
    Copy the widget code

    Use the snippet generated for your workspace. It contains your unique channel key.

  3. 3
    Paste it near the bottom of your page

    Add the code immediately before the closing </body> tag on every page where the chat button should appear.

HTML
<script src="https://cdn.supportix.net/widgets.js"
  async defer data-key="YOUR_CHANNEL_KEY"></script>

Install with Google Tag Manager

  1. 1
    Create a tag

    Open your website’s container and choose Tags → New → Tag Configuration → Custom HTML.

  2. 2
    Add the widget code

    Paste the code copied from Supportix into the HTML field.

  3. 3
    Choose where it runs

    Select Triggering → All Pages, then save the tag.

  4. 4
    Test and publish

    Use Preview to check the tag, then publish the container. Open your website in a private window and confirm that the chat button appears.

03 Messenger

Add a Telegram channel

  1. 1
    Create a bot with BotFather

    Open @BotFather in Telegram, send /newbot, and follow the prompts to choose a name and username.

  2. 2
    Copy the bot token

    BotFather returns an API token after the bot is created. Treat it as a password and do not publish it.

  3. 3
    Connect the bot in Supportix

    Choose Channels → Telegram → Add channel, paste the token, and choose the team that should receive new messages. Then save the channel.

  4. 4
    Test the connection

    Send a message to the bot. A new request should appear in the shared inbox.

04 Messenger

Add a Viber channel

  1. 1
    Check that your Viber account can create a bot

    Open Viber’s official administration tools with your business account. If bot creation is not available, contact Viber before continuing.

  2. 2
    Copy the authentication token

    Open the bot settings and copy its private authentication token.

  3. 3
    Add the channel in Supportix

    Choose Channels → Viber → Add channel, paste the token, and assign the channel to a support group.

  4. 4
    Send a test message

    Open the public bot link from another Viber account and verify that the message reaches Supportix.

05 Email

Set up support mail

The simplest option is to connect an existing support mailbox through IMAP. Use the DNS option only if you want Supportix to receive mail directly and you have permission to change your domain’s email settings.

Recommended: connect an existing mailbox

Enter the mailbox address, IMAP server and port, username, and an app-specific password. Your email provider’s help center lists these details. Use a separate support mailbox such as support@yourcompany.com.

Advanced: route mail with DNS

Add the support address in Supportix, then follow the exact MX record instructions shown there. Changing MX records can affect email for your entire domain, so ask your email or domain administrator to review the change.

Never replace existing MX records unless the instructions inside Supportix explicitly tell you to do so. Use an app-specific password for IMAP; do not enter your main account password.

06 Help center

Create a knowledge base

Publish a self-service help center with your own articles, available on a domain your customers already trust.

  1. 1
    Create the knowledge base

    In Supportix, open Settings → Knowledge base → Add knowledge base.

  2. 2
    Choose its address, language, and design

    The simplest address is a subdomain such as help.yourcompany.com. Choose the knowledge base language and one of the two templates.

  3. 3
    Connect the address

    For a subdomain, add a CNAME record pointing to kb.supportix.net. A root domain such as yourcompany.com requires the exact A or ALIAS value shown in Supportix. An address with a path, such as yourcompany.com/help, requires configuration on your website and cannot be created with a DNS record alone.

  4. 4
    Verify the domain

    Click Check in the domain settings. Supportix confirms the DNS record and issues HTTPS automatically.

  5. 5
    Add categories and articles

    Create categories, add articles with the built-in Markdown editor, and arrange them in the order customers should see them.

  6. 6
    Publish

    Publish the knowledge base, or share the private preview link with your team before it goes live.

DNS
CNAME  help    kb.supportix.net

Add a second knowledge base for another supported language, and Supportix shows a language switcher between them automatically.

Ready to configure your workspace?

Connect your first support channel

Create your account and follow the setup guide from inside Supportix.

Start for free