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56 articles

Dashboard Overview

Last Updated: February 18, 2025

This article will give you an overall tour of mainflow’s Dashboard to make your journey smooth and easy with mainflow. To get an overview of the Dashboard, read the article accordingly. An Overview Of Mainflow Dashboard The Mainflow Dashboard has five sections that provide a comprehensive report of your support tickets based on various categories. These are: Once you have installed mainflow, your mainflow Dashboard will be shown...

Create Business Inbox Initially

Last Updated: February 18, 2025

“Business Inboxes” is another amazing feature of mainflow which manages support tickets from multiple businesses and their accounts according to your preferences. This article helps you learn how to create the initial Business Inbox right after installing and activating the mainflow plugin. How To Create A New Business Inbox Initially Initially, there is No Need to create a Separate Business Inbox, because a Web-based Business Inbox will be created...

Adding Multiple Business Inboxes

Last Updated: February 18, 2025

This article guides you on adding Multiple Business Inboxes using the mainflow for your site to ensure your multiple business management is effortless. Follow the instructions accordingly to add Business Inboxes as many as you want. How To Add Multiple Business Inboxes To learn how to add multiple business inboxes in mainflow, follow the steps with the screenshots below: Go to the mainflow Dashboard &...

Creating Products to Categorize Tickets

Last Updated: February 18, 2025

Mainflow allows you to create multiple products for organizing your tickets and allows customers to select the relevant product when submitting their tickets. This article will help you through the process of creating products to categorize tickets. Creating Products To learn how to create Products in your mainflow Dashboard, follow the steps with the screenshots & GIF below...

Adding Support Staff/Agents

Last Updated: February 18, 2025

Mainflow allows you to add Agents / Staff for your tickets, as well as some Permissions and Settings for managing agents. This article will guide you through the steps to how to add Support Staff / Agents and about the settings and permission for Agents. Add Support Staff/Agents To learn how to add Support Staff for your site with Mainflow, follow the steps...

View & Manage Ticket Entries

Last Updated: February 18, 2025

“Tickets” allows you to view and manage all ticket entries in Mainflow. Also, you can have some specific user summary & customer info in one place. This article will help you to learn about the overview of this “Tickets” feature. Tickets To learn where you can easily View Tickets using Mainflow, follow the steps with the screenshots below — Go to...

File Attachment Regulations

Last Updated: February 18, 2025

This article will guide you through the process required to Attach Files to the Support Portal Page in mainflow. To learn all the File Attachment Regulations that are accepted for uploading while submitting/replying to any ticket, follow the article accordingly. File Attachment Regulations To learn about all the Regulations of accepted files, follow the steps with screenshots below — Go to your mainflow Dashboard & click...

Permission Management for Agents

Last Updated: February 18, 2025

Mainflow allows you to set specific permissions for Agents, similar to user role management. Based on your permission, the agent can view or access specific features or settings of the plugin. This article will explain the roles or permissions of agents to help you choose what permissions you should set for your support agents. If you...

Adding a Custom Ticket Submission Form

Last Updated: February 18, 2025

This article will guide you through the process required to add a custom ticket form in Mainflow using third-party services allowing you to tailor the form to your needs. Add a Custom Ticket Form using Mainflow Mainflow forms will allow you to customize the form according to your requirements. With mainflow, you can easily add a personalized ticket submission...

Ticket Form Customization

Last Updated: February 18, 2025

This article will guide you through the process required to customize the default Ticket Submission Form of mainflow (e.g., hiding or changing some text or field within the default form). Follow the instructions accordingly to know the whole process. If you want, you can build a Ticket Form from scratch as well. Ticket Form Configuration To learn where you can find all...

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