Protodesk

Protodesk

Docs/Getting started

Quickstart — your first ticket in 10 minutes

Sign up, connect your email, invite a teammate, and reply to your first customer — all in under 10 minutes.

Last updated April 19, 2026

This guide gets you from zero to your first customer reply inside Protodesk in under 10 minutes. No engineering required.

What you'll need

  • A work email address
  • Either a support email (support@yourcompany.com) you can forward, or a WhatsApp Business number
  • 10 minutes

1. Create your workspace

Head to protodesk.io/login and sign up with your work email. We create your workspace, start your 7-day Pro trial on top of Free (no credit card), and open the onboarding wizard.

The wizard asks for:

  • Your industry — determines which canned responses and labels we pre-load
  • Your team size
  • Which channel you want to connect first

Pick an industry even if nothing matches exactly; you can tune everything later.

2. Connect your first channel

You have three options for email, two for WhatsApp. See the dedicated guides:

The fastest path: Gmail forwarding for email. It's a one-minute setup with zero DNS changes.

3. Send a test message

Once a channel is connected:

  1. Send yourself an email to your support address (or a WhatsApp message)
  2. Wait 5–10 seconds
  3. Refresh Protodesk

You should see a new ticket in the inbox with AI triage already applied — a label, a priority, a suggested team. Click in to see the AI's reasoning trace.

4. Reply

Type in the reply box. Either:

  • Write free-form — the reply goes via the original channel
  • Type / to pull up canned responses, then pick one and hit Tab to insert variables
  • Hit Suggest in the composer to generate a starter reply from Ticket Context and your knowledge base

Send. The customer receives your reply via the channel they wrote from.

5. Invite your team

Settings → Members → Invite. Enter email addresses, pick a role:

  • Owner — full control including billing
  • Admin — everything except billing and workspace deletion
  • Agent — reply, assign, resolve tickets (can't change settings)
  • Viewer — read-only (unlimited on every plan)

Invitees get an email with a signup link.

What's next

Summary

  • Sign up at protodesk.io/login with email (no credit card)
  • Connect email or WhatsApp via the onboarding wizard
  • Send a test message, see AI triage in action
  • Reply, invite your team, iterate

Questions? Email us.