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Your first-week checklist

Work through the Get Hushdesk ready list on Home, from email and Shopify to live chat, your team and the AI agent, each with a direct link.

Last updated 2 min read

On this page

Home keeps a short list called Get Hushdesk ready. It covers the five things that make the inbox useful, plus confirming your email. Each step links straight to the right page and says how long it takes. Most teams finish it in under 20 minutes.

Before you start

  • Who can do this: owners and admins complete most steps. Anyone can see the list.
  • Plan: all plans.
  • What you need: access to your support mailbox settings, your Shopify admin (if you sell on Shopify) and your website's code or theme editor.
  • Time: about 15 to 20 minutes in total.

Step by step

  1. Open Home from the area switcher. The card shows "n of 6 done" and a progress bar.
  2. Read the highlighted next step and press its button.
  3. Connect your support email (about 5 min): forward your support address so every email lands in one inbox. See Connect your support email.
  4. Connect Shopify (about 2 min): see orders next to tickets. See Connect your Shopify store.
  5. Add live chat to your store (about 3 min): one snippet and shoppers can chat. See Install live chat on any website.
  6. Invite your team (about 1 min): seats are unlimited. See Invite your team.
  7. Turn on the AI agent (about 3 min): start in Copilot so it drafts and you check. See Turn on the AI agent.
  8. Confirm your email (about 1 min). See Confirm your email address.

What happens next

Each finished item turns green with a tick. A step you started but did not finish, such as an email address that has not received anything yet, shows as the next suggestion with Finish email setup.

Below the checklist, Home also shows:

  • Right now: open tickets, unassigned, assigned to you and high priority, each a link into the inbox;
  • Today: new tickets, replied to, closed and first response time against yesterday;
  • Channels and apps: Email, Live chat, Shopify and AI agent, each connected or not;
  • Your plan: usage against your monthly limits, with a warning at 80 %.

Tips

  • Do email and chat first. They are how customers reach you.
  • Shopify is optional if you do not sell on Shopify. The rest of the list still applies.
  • Leave the AI agent in Copilot during your first week so you can see how it would answer.
  • Owners and admins can turn the reminder emails on or off with Email me short reminders about these steps (days 1, 3 and 7) on Home. Reminders go to the workspace owner.

Troubleshooting

"Only owners and admins can change this"

Agents and viewers cannot change the reminder email setting. Ask an owner or admin.

The unsubscribe link in a reminder email is broken or too old. Switch reminders off from Home instead.

The email step still shows as not done

The step completes only after an email actually arrives. Send the test from the email setup page, or send any email to your support address. See Send a test email.

The live chat step still shows as not done

The widget must load on a real page at least once. Open your website in a new tab after installing the snippet, then refresh Home.

Frequently asked questions

What is on the Hushdesk setup checklist?

Six items. Connect your support email, connect Shopify, add live chat to your store, invite your team, turn on the AI agent and confirm your email. Home shows how many are done, suggests the next one, and links each item to the page that completes it.

How does Hushdesk know a checklist step is done?

It checks real facts. Email counts as done once a test or real email has arrived, live chat once the widget has been seen on a site, the team step once there is a second member or an open invite, and the AI step once the AI agent is switched on.

Can I stop the setup reminder emails?

Yes. Owners and admins can switch off Email me short reminders about these steps (days 1, 3 and 7) on Home, or use the unsubscribe link in any reminder. Reminders only go to workspaces created through sign-up and stop once you have finished.

Do I have to finish the checklist before answering customers?

No. The checklist is a guide, not a gate. You can open the inbox and answer tickets at any time. Customers simply cannot reach you through a channel until it is connected, so connecting your support email and adding live chat are the two steps worth doing first.

Where did the checklist go after I finished it?

The Get Hushdesk ready card disappears from Home once every item is done. Home then shows what is waiting right now, today against yesterday, your channels and apps, your team and your plan. If something later disconnects, the Channels and apps card shows it as not connected.

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