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Getting started

Use the support dashboard

Review open work, identify service-level risks and find the next action for your team.

2 min read · HelSup product documentation
On this page
  1. Overview
  2. When to use this
  3. Where to find the controls
  4. Who can make these changes
  5. Before you begin
  6. Follow these steps
  7. Settings reference
  8. Example workflow
  9. Good practices
  10. Important considerations
  11. If something does not work

Overview

The dashboard is the SPA home at #/. It summarizes ticket volume, waiting work, and SLA risk so an agent can jump to Inbox, a ticket, or Settings without opening every module.

When to use this

Use it at the start of a shift to see what is breached or unassigned before filtering Inbox. It is not a replacement for Reports, which cover date ranges and charts.

Where to find the controls

Sidebar Overview / home icon → #/. Documentation is the sidebar item above Free/Dev; Dashboard is the first item.

Who can make these changes

Anyone with elegant_support_view_ticket. Cards that deep-link to Settings still require manage_settings to edit. Additional capability requirements: elegant_support_view_reports.

Before you begin

No separate dashboard settings. Counts follow Inbox views, SLA engine state, and Feature Manager (hidden modules do not appear as broken cards).

Follow these steps

  1. Open HelSup.
  2. Read open / waiting / SLA chips.
  3. Click through to #/inbox or a ticket workspace.
  4. Use Command Palette if you already know the ticket number.

Settings reference

Summary cards, recent activity, and shortcuts. Exact tiles depend on role and enabled features (AI Copilot is marked beta and gated by ai_copilot).

Example workflow

Monday 09:00: dashboard shows three SLA at-risk tickets. The agent opens Inbox, sorts by SLA deadline, and works those first.

Good practices

If counts look stale, the queue may not have ticked. Production should use system cron; WP-Cron only runs when the site has traffic.

Important considerations

Do not treat dashboard charts as audited finance reports. WooCommerce order context is optional and only appears when that plugin is active and the agent has elegant_support_view_commerce.

If something does not work

Empty dashboard after login: bootstrap failed — retry, then check REST 401/403 and that you are not cached out of /wp-json/elegant-support/. Hard-refresh after a plugin update.

Continue learning

Organize your ticket workflow→Work with the unified inbox→Read support reports→Check System Status→

Let’s solve it together.

Can’t find what you need? Our support team can help with your next step.

Contact support ↗
LIFETIME PARTNER POLICY

One introduction.
A lifetime of shared growth.

Introduce HelSup to your customers, readers or community. Earn 30% on their first purchase and 20% on every subsequent purchase and renewal throughout their customer lifetime with HelSup.

Read our invitation to partners ↗
30%FIRST PURCHASE
20%Every subsequent
purchase & renewal

From recommendation to reward

  1. 01

    Get your personal link

    Sign in to your HelSup customer account and open Partner program to access your referral link.

  2. 02

    Recommend with confidence

    Share the link in a useful review, tutorial, customer proposal or with your community. Explain your partner relationship.

  3. 03

    Track your commission

    Follow attributed purchases and commission status in your partner dashboard. Eligible commissions are reviewed before payout.

YOUR LINK, IN PRACTICE

What does a referral link look like?

https://helsup.com/?ref=HS-EXAMPLE

Here, HS-EXAMPLE illustrates a partner code. Your dashboard gives you your own code and complete link. Copy that full link and share it with the customer; do not use this example as your personal link.

For example: “Looking for a customer support solution? Explore HelSup through my partner link: [paste your personal link here].” When an eligible customer purchases through your link, their first purchase earns 30%; later purchases and renewals earn 20%.

Open my partner dashboard →
YOUR CUSTOMER RELATIONSHIP KEEPS WORKING

A $100 first purchase earns $30.
A later $100 purchase or renewal earns $20.

Illustrative amounts, after discounts and excluding tax.

A customer relationship that lasts

30% first, 20% thereafter. Receive 30% on the customer’s first eligible paid purchase, then 20% on subsequent purchases and renewals throughout that customer’s lifetime on HelSup.

From link to lifetime attribution. The initial referral link is remembered for 30 days in the same browser. Once the referred customer’s first paid purchase is recorded, their partner relationship continues without needing another referral click.

Completed payments. Commission is calculated after discounts and before tax. Free orders and self-referrals do not qualify. Refunds reduce or reverse the associated commission.

Review and payout. Earnings appear as pending until reviewed by HelSup. Payout is processed manually after approval. Contact partner support for payment arrangements.