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Deine lokale Checkliste0 / 5Vorbereitungspunkte dokumentiertBrowser · kein Upload
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Peak Helpdesk · Instant setupLocal checklist · Sample workspace of Nordwind Studio GmbH
No rollout project.Five clear steps.
A help desk shouldn't take weeks to roll out. In Peak Helpdesk you set up forwarding for your support mailbox, embed the Live Chat on your website, decide ownership and promises, and connect the account replies go out from. Here you go through those steps in advance.
Dein erster Vorbereitungsschritt
Als Nächstes: Forwarding planned
Day one
Set up first. Then reply.
Five points, and the first request lands as a numbered ticket.
- 01
Bring requests in
E-mail forwarding, Live Chat on the website and manual intake for calls.
Hier beginnen - 02
Settle ownership
Who takes new tickets, and which response time do you promise?
Technischer Nachweis offen - 03
Be able to reply
Connect Gmail or Outlook in Peak Chat so replies go out by e-mail.
Technischer Nachweis offen
01 / Deine Ausgangsbasis
Before the first request arrives.
Tick what you have settled for your workspace. Your selection stays on this page and can be downloaded as a checklist.
02 / Die Zuordnung
Where your requests arrive today.
Examples from a typical team. Each row shows a channel and its way into Peak Helpdesk.
Feld → BedeutungSynthetisches Beispiel
- AusgangsfeldSupport mailboxZu prüfende Bedeutung
Ticket via forwarding
Set up forwarding to your workspace's address and check it with a test e-mail.
- AusgangsfeldStrona internetowaZu prüfende Bedeutung
Live Chat
Embed the script. Visitors write without an account; every conversation becomes a ticket.
- AusgangsfeldPhone and conversationsZu prüfende Bedeutung
Manual intake
Create the call as a ticket. With sipgate, a call can also be taken over as a phone ticket.
Manuell klären - AusgangsfeldOpen cases in a spreadsheetZu prüfende Bedeutung
Enter one by one
There is no import. Create the few open cases individually.
Manuell klären
„Notiz gelesen“ bestätigt deine Sichtung. Es bestätigt weder Feldkompatibilität noch einen erfolgreichen Import.
From today to Peak Helpdesk
Every channel has a way in.
Support mailbox, website and phone become tickets.
Our standard
Ticked meansnot set up yet.
Your checklist prepares the start. It creates no workspace and connects no account.
Honest about scope
Ready doesn't mean complete.
Help center, AI answers and WhatsApp are planned, not available today.
No false green
- Przygotuj0/5 lokal markiert
- Technisch prüfenNachweis offen
- ZatwierdźNicht erfolgt
Planned stays planned
Bisheriger AblaufNeuer Weg
Noch ungeprüft
Noch ungeprüft
Whatever isn't live in the register is shown here as planned, without a date.
03 / Kontrolliert vorgehen
How you start in Peak Helpdesk.
- 01 / Testpaket
Set up forwarding
Your workspace's address is under Channels. A test e-mail shows whether it works.
Ein kleiner, klarer Ausschnitt.- Neutrale Testdaten
- Leere Werte & Sonderzeichen
- Verzweigungen & Pflichtfelder
- 02 / Uzgodnienie
Embed the Live Chat
Add the script to your website. The conversation appears in the inbox.
- Support mailbox
- Ticket via forwarding
- Strona internetowa
- Live Chat
- Phone and conversations
- Manual intake
- Open cases in a spreadsheet
- Enter one by one
- 03 / Decyzja
Answer the first ticket
Assign, reply, solve. The reply goes out through your connected account.
- Odpowiedzialny
- Noch festzulegen
- Ergebnisnachweis
- Jeszcze otwarte
- Rückweg
- Original erhalten
Start calmly
One forwarding rule. One first ticket.
Send yourself a test request and answer it.
Die offene Freigabe
Vor dem tatsächlichen Wechsel offen
- 01A help center and a self-service portal are planned in Peak Helpdesk, not available today.
- 02WhatsApp, Instagram and SMS aren't part of Peak Helpdesk yet.
- 03E-mails arrive by forwarding today; pulling directly from Gmail is planned.
- 04Promises count in calendar time; business hours are planned.
The next sensible step
Ready before anyone waits.
Download your checklist or start Peak Helpdesk and set up forwarding and Live Chat right away.
Start Peak HelpdeskForwarding, Live Chat, manual intake, promises and replies via Peak Chat per the Peak Helpdesk register. Help center, self-service, WhatsApp and business hours are listed there as planned. The sample workspace is made up.
Your plan to take away
A list with open items.
The checklist holds your selection and everything still open before you start.
Markdown · Nur dein lokaler Vorbereitungsstand
Checkliste hier ansehen
# Peak Helpdesk — lokale Wechselcheckliste Design-Demo. Keine Daten wurden importiert oder veröffentlicht. ## Vorbereitung - [ ] Forwarding planned Nachweis: Mailbox and the person who sets up forwarding - [ ] Live Chat placed Nachweis: List of pages and who embeds the script - [ ] Ownership set Nachweis: Name of the person and a stand-in - [ ] Promises defined Nachweis: Response target and resolution target in hours - [ ] Reply account connected Nachweis: Sender address and signature ## Vor einem tatsächlichen Wechsel weiterhin prüfen - A help center and a self-service portal are planned in Peak Helpdesk, not available today. - WhatsApp, Instagram and SMS aren't part of Peak Helpdesk yet. - E-mails arrive by forwarding today; pulling directly from Gmail is planned. - Promises count in calendar time; business hours are planned. Abgehakte Punkte sind lokale Selbstauskünfte, keine technische Validierung.
Frequently asked questions
What do I need to get started?
A support address you can forward and, for replies, a Gmail or Outlook account connected in Peak Chat. You embed the Live Chat on your website with a script.
Do I have to bring over old tickets?
No. Many teams start with new requests and let old ones run out in their previous tool. Importing old tickets is not built in today.
Does Peak Helpdesk read my mailbox directly?
No. Mail arrives by forwarding to an address of your workspace. Pulling directly from Gmail without forwarding is planned.