TidyAnswer Help Center

TidyAnswer quick start

Launch a working customer support workspace from sign-in to your first resolved conversation.

Steps

  1. Sign in to the TidyAnswer desktop app or iPhone app with the account invited to your workspace.
  2. Open Settings and review the launch checklist for teammates, support channels, Help Center, Messenger, and Tidy AI.
  3. Connect only the channels you plan to answer, then confirm that each one routes to the intended team inbox.
  4. Create a test conversation, assign it, reply, add an internal note, and close it.

What to expect

  • The Inbox shows the test conversation and its complete provider-safe timeline.
  • Readiness items change only after the corresponding service check succeeds.

Troubleshooting

  • If a channel stays in Needs setup, open its diagnostics instead of reconnecting blindly.
  • If the workspace is empty, confirm that you accepted the correct invitation.

If you still need help

Search this Help Center using the exact feature or visible error. If the issue continues, use Call TidyAnswer support from the Help Center navigation. Include any public reference and the approximate timestamp, but never include passwords, access tokens, provider credentials, or raw webhook payloads.