TidyAnswer Help Center
Guides for TidyAnswer inbox, phone, SMS, email, WhatsApp, Messenger, Knowledge, Tidy AI, billing, and security.
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Getting startedSet up your workspace, apps, teammates, and first support workflow.Inbox and teamworkHandle customer conversations, ownership, notes, priorities, and follow-ups.Phone and Voice AIConfigure business calling, voicemail, transcripts, AI answering, and handoffs.SMS and MMSRegister business texting, send messages, manage consent, attachments, and delivery.Email supportConnect a support address, verify delivery, route conversations, and reply safely.WhatsApp and socialConnect Meta channels, manage profiles and templates, and follow messaging policy.MessengerInstall and secure website chat, recover visitor conversations, and hand off to teammates.Knowledge and Help CenterCreate, organize, localize, publish, and measure self-service content.Tidy AIUse grounded answers, citations, summaries, suggested replies, and human review.Administration, billing, and securityManage access, plans, usage, integrations, data, and troubleshooting.
Latest articles
Configure a TidyAnswer business linePrepare a line for calls, voicemail, SMS, routing, and regulatory checks.Connect a support email addressRoute customer email into the unified support inbox and prepare outbound replies.Connect WhatsApp with Embedded SignupAuthorize a customer-owned WhatsApp Business connection without exposing Meta credentials to the client.How Tidy AI uses KnowledgeUnderstand grounded answers, citations, confidence, and the boundary between content and action.Install the TidyAnswer MessengerAdd the website chat launcher and verify that it loads from an allowed origin.Plan Help Center categories and articlesDesign a customer-centered information architecture before publishing content.Register business texting and review carrier statusUnderstand when registration blocks sending and how to finish required business information.TidyAnswer quick startLaunch a working customer support workspace from sign-in to your first resolved conversation.