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Cliedesk Pro

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Getting started

Cliedesk is a helpdesk that runs inside your WordPress site. All support data stays in your site’s database. This page shows how to open the helpdesk, check your setup and invite your team.

Open the helpdesk

Cliedesk opens as a full-screen app at /desk on your site, for example https://example.com/desk.

To open it from WordPress:

  1. Sign in to WordPress.
  2. In the admin menu, select Cliedesk.

The app opens in your WordPress profile language.

Only people with a Cliedesk role can open the app. The WordPress Administrator who activates the plugin becomes the first Owner. Everyone else needs an invitation or a role (see Team and permissions).

Use the setup assistant

The setup assistant Set up Cliedesk takes you through four short steps: Workspace, Product, Business hours and Channels. People with the Manage settings permission (Cliedesk Admins and Owners) can use it. It needs no AI provider.

The assistant opens by itself once, right after you activate Cliedesk on a new site. To open it again, select Open the setup assistant on Home, or go to Settings → Workspace & brands → Setup assistant.

  1. Check each step. Most fields are already filled in from WordPress.
  2. Select Save and continue after each step, or Skip for now to finish later.

Each step saves through the normal settings, so every change is in the change history. You can stop at any time. The assistant keeps your progress and shows how much is done. Finished steps show a tick; select one to change it. When every step is done, it shows You are ready to answer your customers. with what to do next: Open the inbox, Send a test email and Invite your team.

What the steps fill in for you:

  • Workspace: the Workspace name, Time zone (chosen from a list) and Address.
  • Product: the Product name. With WooCommerce, the Refund policy comes from your shop’s Refund and Returns page. It becomes a saved reply named “Refund policy” that your team can send.
  • Business hours: Office hours with From, To and Days, or Always (24/7).
  • Channels: Show the chat widget on this website, Send emails from (the sender address, the WordPress admin email at first) and Sender name. Replies and notices to customers come from this address; customers answer in the portal. Use an address on your own domain for the best delivery. You can change both later in Settings → Channels → Email → Sender and replies. Receiving email in mailboxes is available with Cliedesk Pro.

A conversational setup with AI is available with Cliedesk Pro.

Check your setup

After you open the app, you see Home. It shows your workspace, your products and a short Setup Health summary.

  1. Select Open Setup Health.
  2. Read each item marked Critical or Warning.
  3. Open How to fix next to an item and follow the steps.
  4. Select Run checks again.

A new site starts in safe mode, so customers get no emails from a copy or staging site. On your live site, select Confirm production in Setup Health. Do this only on the live site.

Fill in your workspace details

Owners and Cliedesk Admins can set the workspace name, support email address, time zone and default language.

  1. Go to Settings → Workspace & brands → General.
  2. Fill in Workspace details.
  3. Select Save workspace details.

Leave a field empty to use the WordPress site value. Until you set them, the name, time zone and language follow WordPress → Settings → General. If you change them there, Cliedesk follows. The address comes from the WooCommerce store address when WooCommerce is active. Brands that have no name of their own use the workspace name, so they change with it.

Invite your team

There is no limit on the number of agents, and there are no paid seats.

To invite people:

  1. Go to Settings → Team → People.
  2. Select Invite people.
  3. Enter one email address per line, or upload a CSV file with the columns email, name, role and teams.
  4. Choose a Role for rows without one. Choose Teams if you need them.
  5. Select Preview, check the list, then select Invite.

New users get the WordPress email to set their password. The link is valid for 7 days. People sign in with their normal WordPress account. Supervisors and above can invite people.

If the app address does not open

If /desk does not open the app, go to Cliedesk → Status in wp-admin. This page shows the app address and any problems. Select Repair app address to fix the address. Only WordPress Administrators see this page.

Your site can use a different address than /desk. A developer sets it with the CLIEDESK_APP_SLUG constant.

Next steps