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ICTDesk Support: Guides, Documentation, and Help

ICTDesk Support Center

Set up AI-powered live chat, train your bot, install the widget, and manage your agents — everything is right here.

Quick Start: Go Live in 5 Steps

From sign-up to your first AI-powered chat — follow these steps in order.

1
🏢

Create Account

Sign up at service.ictdesk.net and create your workspace

2
🤖

Add AI Agent

Create an AI agent and let it crawl your website automatically

3
💬

Install Widget

Copy the chat widget code and paste it into your website

4
👥

Add Live Agents

Invite your support team to handle escalated chats

5
📊

Track & Improve

Monitor visitor analytics and review AI performance

Step-by-Step Setup Guides
🤖

Setting Up Your AI Agent

Crawl your site, train AI, go live

🌐
Dashboard → AI Agents → New Agent
Enter your website URL and click “Crawl” — the AI reads every page

  • 1Go to AI Agents in your dashboard sidebar
  • 2Click Create New Agent and give it a name
  • 3Enter your website URL — the AI crawls all pages automatically
  • 4Wait for the crawl to finish (usually 2–5 minutes)
  • 5Test the AI by chatting with it in the preview panel
  • 6Assign the agent to your chat widget and publish

⚙️

Installing the Chat Widget

One script tag — any website

<script src=”https://service.ictdesk.net
/widget.js?id=YOUR_WIDGET_ID
defer></script>

Copy your unique ID from Dashboard → Widget Settings

  • 1Go to Widget Settings in your dashboard
  • 2Customize colors, position, and welcome message
  • 3Copy your unique widget script code
  • 4Paste it before </body> on every page
  • 5WordPress: use the WPCode plugin or paste in theme footer
  • 6Reload your site — the chat bubble appears in seconds

👥

Setting Up Live Agents

Invite team, assign chats

👤
Dashboard → Agents → Invite Agent
Enter name, email and role — they receive a setup email

  • 1Go to AgentsInvite New Agent
  • 2Enter their name, email, and assign a role (Admin / Agent)
  • 3The agent receives an email to set their password
  • 4They log in at service.ictdesk.net to start chatting
  • 5They set their status to Online to receive incoming chats
  • 6Configure auto-assignment rules per department or skill

📊

Visitor Analytics

See who is on your site, right now

🗺️
Dashboard → Analytics → Live Visitors
See location, current page, device, and full chat history

  • 1Open Analytics in your dashboard
  • 2View Live Visitors — every active session in real time
  • 3Click any visitor to see their full browsing path
  • 4Proactively start a chat with any visitor before they ask
  • 5Review Chat Reports for AI vs agent performance
  • 6Export data or enable weekly email summary reports

💳

Billing & Plans

Subscriptions and lifetime license

📋
Dashboard → Settings → Billing
Upgrade plan, download invoices, or cancel anytime

  • 1Go to Settings → Billing in your dashboard
  • 2View your current plan, renewal date, and usage
  • 3Click Upgrade to unlock more agents or features
  • 4Download PDF invoices for your accounting team
  • 5Cancel or change plans anytime — no lock-in

View all pricing plans and tiers →

📚

Knowledge Base

Feed your AI custom answers

✏️
Dashboard → Knowledge Base → Add Article
Write Q&A pairs — the AI learns from them immediately

  • 1Go to Knowledge Base in your dashboard
  • 2Click Add Article and write a question and answer
  • 3The AI uses these to respond accurately to visitors
  • 4Update articles anytime — the AI reflects changes instantly
  • 5Check analytics to see which questions visitors ask most

How AI Handles Your Visitors

From the moment a visitor lands on your site to a resolved conversation — here’s what happens automatically.

🌐

Visitor Arrives

Widget loads on your website page automatically

🤖

AI Greets

Personalized welcome message within seconds — zero wait

💬

AI Answers

Reads your site content and knowledge base to reply accurately

👤

Escalate if Needed

Complex questions routed to a live agent with full chat context

Visitor Satisfied

Issue resolved — full transcript saved automatically

💡 How escalation works: If a visitor types “talk to a human” or the AI confidence is low, it automatically transfers the chat to the next available live agent — who sees the full conversation history and picks up without the visitor repeating themselves.

How Live Agents Handle Chats
📲

Real-Time Notifications

Agents get instant browser or mobile push alerts when a new chat arrives — no polling, no delays.

🗂️

Shared Inbox

All active chats appear in one inbox. Agents can claim, transfer, or tag any conversation in one click.

Canned Responses

Save frequent replies as shortcuts. Type “/” to insert a saved reply and respond 10× faster.

📋

Full Visitor Context

See the visitor’s browsed pages, previous chats, and device info — all visible in the sidebar panel.

Still Need Help?
💬

Live Chat

Talk to our team right now — open the chat bubble in the corner of this page.

Chat With Us

🎫

Submit a Ticket

Open a ticket and our team follows up by email — typically within 24 hours.

Open a Ticket

📬

Contact Us

For sales, partnerships, or general questions about ICTDesk.

Contact Page

🔐

Your Dashboard

Sign in to manage chats, agents, billing, and all settings.

Sign In