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Getting Started

Deepdesk is a comprehensive agentic platform for customer experience automation and agent assist. Empower your customer service teams with AI-driven tools that enhance productivity, automate workflows, and deliver exceptional customer experiences.

🎯 Quick Start: First Steps​

To get your Deepdesk environment up and running, follow these essential steps in order:

1. Onboard a New Account​

Set up your Deepdesk account infrastructure and configure the core services. This creates the foundation for all Deepdesk features.

Go to Onboarding Guide →

2. Set Up Platform Integration​

Connect Deepdesk to your CX platform (Genesys Cloud, Salesforce, LivePerson, RingCentral, etc.) to enable data ingestion and widget deployment.

Go to Platform Integrations Guide →

3. Configure User Access​

Create user accounts or set up Single Sign-On (SSO) to enable your team to access Deepdesk seamlessly.

Go to Authentication Guide →

4. Choose Your Features​

Once the foundation is in place, configure the features that best suit your needs:

  • Agent Assist: Real-time suggestions and productivity tools for customer service agents
  • CX Assistants: AI-powered automation for handling customer inquiries
  • Voice Agents: Voice channel automation with intelligent escalation

🚀 Core Features​

💬 Agent Assist​

Boost agent productivity with intelligent real-time assistance. Our Agent Assist tools help your team respond faster and more effectively to customer inquiries.

Key Capabilities:

  • Response Search & Autocomplete: Find and insert the perfect response in seconds
  • Personal Suggestions: AI-powered recommendations tailored to each agent's style
  • Style Suggestions: Improve tone, empathy, and clarity in real-time
  • Pinned Messages: Quick access to frequently used responses
  • Conversation Clipper: Save and organize valuable conversation snippets

Explore Agent Assist →

🤖 Automation​

Transform your customer service with AI-powered automation. Deepdesk's CX Assistants handle routine tasks, integrate with your systems, and scale your support operations effortlessly.

Key Capabilities:

  • Intelligent Assistants: Configure AI agents for any customer service task
  • Knowledge Management: Connect to knowledge bases for instant, accurate answers
  • Smart Routing: Direct conversations to the right team or assistant automatically
  • Observability: Monitor performance and optimize your automation workflows
  • Access Control: Manage permissions and user groups with precision

Explore Automation →

📞 Voice Agents​

Extend automation to voice channels with AI-powered voice agents that understand, respond, and escalate calls intelligently.

Key Capabilities:

  • Voice Interaction: Natural conversation handling for phone support
  • Smart Escalation: Seamlessly transfer to human agents when needed
  • Multi-Channel Integration: Unified experience across voice and digital channels

Explore Voice Agents →

📚 Additional Resources​

Onboarding​

Get started quickly with step-by-step onboarding guides for setting up your Deepdesk environment.

Administration​

Foundation features including account management, authentication, access control, and platform integrations.

New to Deepdesk documentation? Learn about the structure, target audiences, and how to contribute on the Introduction page.

Ready to explore? Choose a feature from the sidebar or the links above to get started.