# IntelliDesk: full product reference

> IntelliDesk is a helpdesk with project management built in, for small and mid-sized support and service teams. Customer email (Gmail, Outlook / Microsoft 365, any IMAP mailbox), WhatsApp Business and website live chat arrive in one shared inbox with SLAs; work becomes cards on Kanban project boards; time is logged against tickets and cards and approved on weekly timesheets; and a public status page keeps customers informed during incidents. One plan includes every feature, with AI for agents included and no per-answer AI fees: $39/month (R499 in South Africa) for up to 5 agents. Made by i60, a South African company.

Generated from the same data as https://intellidesk.co. Competitor prices are published list prices, per agent, billed annually, in USD, as of September 2026; plans change, so check each vendor's site.

## What it does

### Helpdesk
- Shared inbox for unlimited Gmail, Outlook / Microsoft 365 and IMAP/SMTP mailboxes; replies go out from your own address.
- WhatsApp Business through Meta's Cloud API, in the same queue as email. Approved message templates for replies after WhatsApp's 24-hour window. Meta's own conversation charges are billed by Meta; IntelliDesk adds no per-message fee.
- Website widget with live chat and a request form; it can pass context from your app to agents.
- Multiple help desks per workspace, each with its own team. Agents see only their desks.
- Auto-assignment between a desk's available agents; agent availability (away, on leave) is respected.
- SLA policies per priority, measured in business hours, with pre-breach warnings and escalation to managers.
- Ticket types: question, incident, problem, task. Link incidents to a parent problem and close every linked incident in one step when it's fixed.
- Canned responses, tags, internal notes, see who else is viewing or typing on a ticket, CSAT surveys.
- Client portal and public help centre (knowledge base).
- Reports: first response, time to close, volume, SLA compliance, CSAT, backlog age, per-agent scorecards, by desk and date range, CSV export, scheduled email.

### AI (no per-answer fees)
- For agents, included with no AI key needed: drafts, rewrites and summarises replies; triages new tickets (priority, type, duplicates); assigns tickets to the agent whose skills fit; flags gaps and contradictions in the help centre.
- For customers, on the workspace's own Anthropic or OpenRouter API key: answers live chat and writes first replies to new emails from your own help-centre articles. The provider bills its usage directly; IntelliDesk adds no per-answer fee or markup.
- Checks each customer answer against your articles before sending; if it isn't supported, it hands over to an agent with a note explaining why.
- Suggests new help articles from closed tickets (uses the workspace's own AI key).
- AI requests go through OpenRouter, TypeSafe or Anthropic (see the privacy policy).

### Projects
- Kanban boards with custom stages, checklists, labels, comments and members.
- Turn a ticket into a card with the customer attached; project brief, notes and files per project; workload view per agent.
- Industry project templates.

### Time tracking and timesheets
- Timer, Pomodoro and manual entries against tickets, cards, projects or categories; idle time is flagged.
- Weekly timesheets: submit, approve, reject or reopen; approved entries are locked. Excel and PDF export.

### Status page and incidents
- Public status page with components and incident updates (investigating, identified, monitoring, resolved), plus maintenance notices.
- Active incidents also appear as a banner on the client portal and in outgoing support emails; an incident with no update for an hour stops showing as active.

### Platform
- REST API (/api/v1) with API keys and webhooks; MCP server for AI agents such as Claude and Cursor.
- Web app that can be installed as a PWA with push notifications.
- Data hosted in the EU (Convex, EU West). Mailbox passwords, OAuth tokens and API keys encrypted with AES-256-GCM. Sign-in by Clerk with multi-factor authentication available.
- POPIA: IntelliDesk acts as operator; a Data Processing Agreement is available.

## Pricing

- One plan, every feature. No tiers.
- USD: $39/month for up to 5 agents; $29/month per extra pack of 5 agents.
- South Africa (ZAR): R499/month for up to 5 agents; R399/month per extra pack of 5 agents.
- Help desks and mailboxes are unlimited.
- IntelliDesk charges no per-answer, per-resolution or per-session AI fees.
- AI for agents (reply drafts, rewrites, summaries, ticket triage, assigning tickets to the agent whose skills fit, help-centre gap finding) is included and needs no AI key.
- AI that answers customers (live chat answers, AI first replies to new emails) and drafting help articles from closed tickets run on the workspace's own Anthropic or OpenRouter API key. That provider bills the workspace for usage at its own rates; IntelliDesk adds no fee or markup.
- Free trial: 90 days, every feature, up to 5 agents. No card needed with a work email; free-webmail sign-ups add a card, charged only when the trial ends. Outgoing email is limited to 50 messages a day during the trial.
- After the trial without a subscription, the workspace becomes read-only and data stays available for 14 days.
- Cancel any time; agent packs can be added or removed, prorated. Card payments through Stripe.

## Compared with per-agent helpdesks

| Vendor | Plan priced against | List price per agent/month | AI billing |
| :--- | :--- | :--- | :--- |
| Zendesk | Suite Professional | $115 | Charged per automated resolution |
| Freshdesk | Pro | $55 | AI Agent: session packs ($49 per 100 beyond 500) |
| Zoho Desk | Professional | $23 | Zia answer bot (included) |
| Intercom | Expert | $132 | Fin: $0.99 per outcome |
| Help Scout | Plus | $45 | AI Answers: $0.75 per resolution |
| IntelliDesk | The one plan | $39/month flat for 5 agents | Included |

Where each competitor is the better fit:
- Zendesk: If you're running a large contact centre that needs native voice and telephony, advanced omnichannel routing and a huge marketplace of third-party apps, Zendesk's depth and track record are hard to match. IntelliDesk is aimed at small and mid-sized teams who want helpdesk, AI and project work in one place without enterprise pricing.
- Freshdesk: If you need mature high-volume omnichannel (native phone, chat and social) and a big marketplace of ready-made integrations, Freshdesk's ecosystem is more established. IntelliDesk focuses on unifying helpdesk, AI and project delivery for lean teams.
- Zoho Desk: If your business already runs on Zoho One — CRM, Books, Projects and the rest — Zoho Desk slots neatly into that suite, shares data across it, and includes its AI at a low per-agent price. IntelliDesk is the better pick if you want helpdesk, AI and project delivery unified in a single, standalone tool.
- Intercom: If live chat and product-led messaging are the heart of your support — in-app tours, proactive outbound campaigns, a very mature AI agent — Intercom is a leader. IntelliDesk is built for teams that run email, chat and project work together and want predictable pricing.
- Help Scout: If you want the simplest possible shared inbox for a small team, value Help Scout's polish and reputation, and don't need SLAs, projects or time tracking, Help Scout is an excellent choice — and it has a free plan for very small teams.

## Known limitations

- No phone/voice or social-media channels.
- No third-party app marketplace.
- No native iOS/Android app; it's a web app that can be installed to a phone's home screen (PWA) with push notifications.
- No published customer reviews or ratings yet.
- IntelliDesk itself holds no security certification. Its infrastructure providers (Convex, Vercel) hold SOC 2 Type II reports.
- Live chat does not translate between the visitor's language and the agent's.

## Frequently asked questions

### What is IntelliDesk?
A helpdesk with project management built in. Customer email, WhatsApp and live chat arrive in one shared inbox with SLAs; work that needs doing becomes a card on a project board; time is logged against both and approved on weekly timesheets; and a status page keeps customers informed during incidents.

### How much does IntelliDesk cost?
$39 a month (R499 in South Africa) for up to 5 agents, with every feature included. Each extra pack of 5 agents is $29 a month (R399). Help desks and mailboxes are unlimited, and we never charge per AI answer.

### Do you charge per AI answer or resolution?
No. IntelliDesk never charges per AI answer, resolution or session. The AI that helps your agents (reply drafts, summaries, triage and assigning tickets to the right agent) is part of the plan and needs no setup. The AI that answers customers, in live chat and as a first reply to new emails, runs on your own Anthropic or OpenRouter API key: that provider bills you for what it uses at its own rates, and we add nothing on top.

### Which channels can customers contact us on?
Email (Gmail, Outlook / Microsoft 365 or any IMAP mailbox), WhatsApp Business, live chat and a request form on your website, and a client portal. Phone and social-media channels aren't supported yet.

### Is there a mobile app?
IntelliDesk runs in the browser on any device and can be installed to a phone's home screen as a web app, with push notifications. There's no App Store or Google Play app.

### Where is our data stored, and what about POPIA?
Your workspace data is hosted in the EU (Convex, EU West). The infrastructure providers we use, Convex and Vercel, hold SOC 2 Type II reports; IntelliDesk itself doesn't hold a certification. Under POPIA we act as your operator, and a Data Processing Agreement is available. Mailbox passwords, OAuth tokens and API keys are encrypted with AES-256-GCM.

### How long is the free trial?
90 days, with every feature and up to 5 agents. Sign up with a work email and no card is needed. If you sign up with free webmail such as Gmail, you add a card at sign-up and it's only charged when the trial ends. During the trial, outgoing email is limited to 50 messages a day.

### What happens when the trial ends?
Subscribe to keep working. If you don't, your workspace switches to read-only and your data stays available for 14 days.

### Is there more than one plan?
No. There's one plan with every feature, so nothing is held back for a higher tier. You choose how many agents you need, in packs of 5.

### Can I connect several support email addresses?
Yes, as many as you need. Each address can have its own help desk with its own queue and team, or several addresses can share one desk. Gmail, Outlook / Microsoft 365 and any IMAP/SMTP mailbox are supported.

### Can different agents look after different mailboxes?
Yes. You choose who belongs to each desk, and agents only see the desks they're on. Turn on auto-assignment and new tickets are shared out between that desk's agents. Managers can be added to every desk.

### What reporting is included?
First response time, time to close, ticket volume, SLA compliance, CSAT, backlog age and per-agent performance, filtered by desk and date range and measured in business hours. It's all on the one plan.

### Can I add or remove agents, or cancel?
Yes. Add or remove agent packs from your billing settings at any time; changes are prorated. You can cancel whenever you like. There's no contract and no cancellation fee.

### How do I pay?
By card, through Stripe's hosted checkout. IntelliDesk never sees or stores your card number. South African workspaces are billed in rand.

### How can IntelliDesk cost this little?
We're a small, founder-run team without a large sales organisation or investors to fund. We'd rather charge one low, flat price than build tiers designed to push you into an upgrade.

### Do you offer non-profit pricing?
Yes. Email leon@intellidesk.co and tell us about your organisation.

## Pages

### Features
- [Helpdesk software](https://intellidesk.co/features/helpdesk-software): Capture requests from email, route them to the right team, track status, and keep every customer conversation connected to the work behind it.
- [Shared inbox](https://intellidesk.co/features/shared-inbox): Bring Gmail, Outlook, and IMAP conversations into one workspace where every request has a status, owner, priority, and activity trail.
- [Project management](https://intellidesk.co/features/project-management): Use kanban boards, stages, assignments, checklists, and notes to turn support requests into visible delivery work.
- [Client portal](https://intellidesk.co/features/client-portal): Let customers submit requests, track updates, and find answers while your team manages the work from IntelliDesk.
- [Support analytics](https://intellidesk.co/features/support-insights): Track open work, pending tickets, response times, SLA risk, desk performance, and workload from one operating view.
- [Live chat](https://intellidesk.co/features/live-chat): Talk to website visitors in real time from the same widget and inbox you already use. AI answers the easy questions from your knowledge base, and every chat is a ticket, so nothing gets lost.
- [WhatsApp support](https://intellidesk.co/features/whatsapp-helpdesk): Connect your WhatsApp Business number through Meta's Cloud API. Customer chats land in the same queue as your support email, with assignment, internal notes and canned responses. IntelliDesk adds no per-message fee.
- [ITIL service desk](https://intellidesk.co/features/problem-incident-management): Link customer incident tickets to a parent problem from the ticket sidebar. When the root cause is fixed, close every linked incident in one step instead of one by one.
- [Time tracking & timesheets](https://intellidesk.co/features/time-tracking): Log time against tickets, project cards and categories with a timer, Pomodoro or manual entry. Submit weekly timesheets, approve them as a manager, and export to Excel or PDF.
- [Status page](https://intellidesk.co/features/status-page): Publish a branded status page with your services and incident updates. Active incidents also appear on your client portal and in outgoing support emails, so customers hear about it before they ask.

### Integrations
- [Gmail integration](https://intellidesk.co/integrations/gmail): Connect Gmail to IntelliDesk so customer requests can be managed in a shared support workspace instead of personal inboxes.
- [Outlook integration](https://intellidesk.co/integrations/outlook): Use IntelliDesk with Microsoft 365 and Outlook mailboxes to manage support requests, assignments, and project follow-up.
- [IMAP email](https://intellidesk.co/integrations/imap): Use IntelliDesk with standard email accounts so teams can centralize requests even when they are not on Gmail or Microsoft 365.

### Industries
- [IT support](https://intellidesk.co/industries/it-support): Manage incidents, service requests, onboarding tasks, and implementation projects from one support workspace.
- [Accounting firms](https://intellidesk.co/industries/accounting-firms): Use IntelliDesk to manage recurring client questions, document requests, deadlines, and internal follow-up without relying on scattered inboxes.
- [Agencies](https://intellidesk.co/industries/agencies): Manage client questions, change requests, approvals, and delivery tasks without losing context between support and project work.
- [Insurance brokers](https://intellidesk.co/industries/insurance-brokers): Help brokerage teams manage client requests, renewal follow-up, document queries, and internal actions with clearer ownership.
- [Legal practices](https://intellidesk.co/industries/legal): Capture client queries, run conflicts checks, route matters to the right partner, and keep every piece of correspondence attached to the matter.
- [Real estate & rentals](https://intellidesk.co/industries/real-estate): Track applications, lease prep, maintenance requests, and tenant correspondence from a single workspace your portfolio team can manage daily.
- [Healthcare admin](https://intellidesk.co/industries/healthcare-admin): Practice mailbox, referrals, billing queries, and patient correspondence in one queue — with the patient context attached.
- [Construction & contractors](https://intellidesk.co/industries/construction): Capture RFIs from site, variation requests from the client, and supplier queries all in one queue, then convert them to cards on the construction board for delivery.
- [Consulting firms](https://intellidesk.co/industries/consulting): Manage client queries, scope questions, and deliverable feedback alongside the engagement plan — with time captured against the engagement.

### Comparisons
- [IntelliDesk vs Zendesk](https://intellidesk.co/vs/zendesk)
- [IntelliDesk vs Freshdesk](https://intellidesk.co/vs/freshdesk)
- [IntelliDesk vs Zoho Desk](https://intellidesk.co/vs/zoho-desk)
- [IntelliDesk vs Intercom](https://intellidesk.co/vs/intercom)
- [IntelliDesk vs Help Scout](https://intellidesk.co/vs/help-scout)

### Developers
- [Help centre](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047): how-to guides for every feature
- [Developers](https://intellidesk.co/developers): REST API (63 operations), webhooks, the website widget and the MCP server
- [API reference](https://intellidesk.co/api/docs) and [OpenAPI 3 spec](https://intellidesk.co/openapi.json); base URL https://intellidesk.co/api/v1, Bearer API keys scoped to a help desk
- MCP server for AI agents: https://intellidesk.co/api/mcp (Streamable HTTP; OAuth 2.1 sign-in or an MCP API key; 75 tools for tickets, projects, cards, contacts, the help centre, the status page and timesheets)

### Company and legal
- [Pricing](https://intellidesk.co/pricing) ([Markdown](https://intellidesk.co/pricing.md)), [Press kit](https://intellidesk.co/press), [Contact](https://intellidesk.co/contact), [POPIA](https://intellidesk.co/popia), [DPA](https://intellidesk.co/dpa), [Privacy](https://intellidesk.co/privacy), [Terms](https://intellidesk.co/terms), [Sitemap](https://intellidesk.co/sitemap.xml)

## Help centre articles

### Getting started
- [Welcome to IntelliDesk: orientation for new agents](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/welcome-to-intellidesk-orientation-for-new-agent)
- [Understanding ticket statuses](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/understanding-ticket-statuses)
- [Your inbox: filters, views, and search](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/your-inbox-filters-views-and-search)
- [The customer portal: what your customers see](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/the-customer-portal-what-your-customers-see)
- [Tracking time: timers, manual entries, Day & Week views, Pomodoro](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/tracking-time-timers-manual-entries-day-week-vie)
- [Setting up your personal timesheet (opt-in, rate, currency)](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/setting-up-your-personal-timesheet-opt-in-rate-c)
- [Global search: the command palette (Ctrl+K)](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/global-search-the-command-palette-ctrl-k)
- [Stay on top: Daily Brief, notifications and IntelliDesk on your phone](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/stay-on-top-daily-brief-notifications-and-intell)
- [My customer didn't get their portal sign-in code](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/my-customer-didn-t-get-their-portal-sign-in-code)
- [My customer can't sign in to the portal: error messages explained](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/my-customer-can-t-sign-in-to-the-portal-error-me)
- [What is Jev? The AI in IntelliDesk explained](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/what-is-jev-the-ai-in-intellidesk-explained)
- [Signing in, and changing your name, photo, email or password](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/signing-in-and-changing-your-name-photo-email-or)
- [Seeing only open, customer-responded and pending tickets](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/seeing-only-open-customer-responded-and-pending-)
- [What's on my Home page? Tiles, streak and your performance](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/what-s-on-my-home-page-tiles-streak-and-your-per)
- [Getting help from IntelliDesk support: questions, bugs and feature requests](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/getting-help-from-intellidesk-support-questions-)
- [Keyboard shortcuts](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/keyboard-shortcuts)
- [The Workload page: new tickets, who's busy, and unassigned work](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/the-workload-page-new-tickets-who-s-busy-and-una)
- [Troubleshooting: something isn't working](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/troubleshooting-something-isn-t-working)
- [Why am I not getting notifications?](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/getting-started/why-am-i-not-getting-notifications)

### Working with tickets
- [Replying to tickets: public replies vs internal notes](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/replying-to-tickets-public-replies-vs-internal-n)
- [Assigning tickets and team workflow](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/assigning-tickets-and-team-workflow)
- [Tags, priorities, and ticket types](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/tags-priorities-and-ticket-types)
- [Drafting replies with the AI assistant](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/drafting-replies-with-the-ai-assistant)
- [Canned responses: reusable templates with macros](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/canned-responses-reusable-templates-with-macros)
- [Linking time to tickets, cards, projects, categories and custom labels](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/linking-time-to-tickets-cards-projects-categorie)
- [Submitting a timesheet, and how managers approve it](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/submitting-a-timesheet-and-how-managers-approve-)
- [Contacts and companies](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/contacts-and-companies)
- [Keeping the inbox clean: merge, block and delete](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/keeping-the-inbox-clean-merge-block-and-delete)
- [Reply checks: what the "Before you send" warnings mean](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/reply-checks-what-the-before-you-send-warnings-m)
- [Jev's suggestions on a ticket: duplicates, "thanks, sorted", tags and saved replies](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/jev-s-suggestions-on-a-ticket-duplicates-thanks-)
- [Why did a customer's reply open a new ticket?](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/why-did-a-customer-s-reply-open-a-new-ticket)
- [I can't find a ticket](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/i-can-t-find-a-ticket)
- [CC'ing people and forwarding a ticket outside your team](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/cc-ing-people-and-forwarding-a-ticket-outside-yo)
- [Why didn't my customer get our reply?](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/why-didn-t-my-customer-get-our-reply)
- [Setting up your email signature](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/setting-up-your-email-signature)
- [Away, on leave or absent: your availability and what happens to your tickets](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/working-with-tickets/away-on-leave-or-absent-your-availability-and-wh)

### Workspace admin
- [Connecting a mailbox: Gmail, Outlook, and IMAP](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/connecting-a-mailbox-gmail-outlook-and-imap)
- [SLA policies and business hours](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/sla-policies-and-business-hours)
- [Triggers and automations](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/triggers-and-automations)
- [Running the status page](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/running-the-status-page)
- [Enabling timesheets for your workspace](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/enabling-timesheets-for-your-workspace)
- [Time categories and charge-out rates](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/time-categories-and-charge-out-rates)
- [Running several teams and mailboxes in one workspace](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/running-several-teams-and-mailboxes-in-one-works)
- [Reports and analytics: response times, resolution and volume](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/reports-and-analytics-response-times-resolution-)
- [Live chat: setting it up and answering chats](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/live-chat-setting-it-up-and-answering-chats)
- [Setting up your workspace: team, desks and roles](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/setting-up-your-workspace-team-desks-and-roles)
- [Your knowledge base: help articles for customers, agents and the AI](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/your-knowledge-base-help-articles-for-customers-)
- [Notices: announcements in the portal, widget, status page and app](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/notices-announcements-in-the-portal-widget-statu)
- [How long is the free trial, and what happens when it ends?](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/how-long-is-the-free-trial-and-what-happens-when)
- [Why am I asked for a card when I sign up?](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/why-am-i-asked-for-a-card-when-i-sign-up)
- [Plans and pricing: what IntelliDesk costs and what counts as an agent](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/plans-and-pricing-what-intellidesk-costs-and-wha)
- [Subscribing, changing your card and finding invoices](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/subscribing-changing-your-card-and-finding-invoi)
- [How do I cancel my subscription, and what happens to my data?](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/how-do-i-cancel-my-subscription-and-what-happens)
- [Your monthly summary report (and downloading it as a PDF)](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/your-monthly-summary-report-and-downloading-it-a)
- [Removing someone from your team, and what happens to their tickets](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/removing-someone-from-your-team-and-what-happens)
- [Turning on AI triage for a help desk](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/turning-on-ai-triage-for-a-help-desk)
- [How IntelliDesk calculates your report numbers](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/how-intellidesk-calculates-your-report-numbers)
- [Setting up AI: your own key, the platform AI and what each feature needs](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/setting-up-ai-your-own-key-the-platform-ai-and-w)
- [Switching between workspaces, renaming your workspace and organization admins](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/switching-between-workspaces-renaming-your-works)
- [Why didn't the AI answer my visitor's chat?](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/why-didn-t-the-ai-answer-my-visitor-s-chat)
- [Why don't the numbers on Home and Reports match?](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/why-don-t-the-numbers-on-home-and-reports-match)
- [Why aren't my emails arriving as tickets?](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/why-aren-t-my-emails-arriving-as-tickets)
- [Exporting your data from IntelliDesk](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/exporting-your-data-from-intellidesk)
- [Customer health report: which customers need attention?](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/customer-health-report-which-customers-need-atte)
- [Importing your tickets from Zendesk](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/importing-your-tickets-from-zendesk)
- [Reconnecting a mailbox that shows Error](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/reconnecting-a-mailbox-that-shows-error)
- [Where is my data stored, and how is it protected?](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/where-is-my-data-stored-and-how-is-it-protected)
- [The AI & automation report: what Jev did and how much time it saved](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/the-ai-automation-report-what-jev-did-and-how-mu)
- [Fixing Outlook and Microsoft 365 connection errors](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/fixing-outlook-and-microsoft-365-connection-erro)
- [What data does the AI see? AI and your privacy](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/what-data-does-the-ai-see-ai-and-your-privacy)
- [IMAP/SMTP connection errors: app passwords, servers and ports](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/imap-smtp-connection-errors-app-passwords-server)
- [Can the AI reply to customer emails on its own? (and other places AI writes for you)](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/can-the-ai-reply-to-customer-emails-on-its-own-a)
- [Automatic acknowledgement emails (auto-reply)](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/automatic-acknowledgement-emails-auto-reply)
- [Customer satisfaction (CSAT) surveys: turning them on and what customers see](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/workspace-admin/customer-satisfaction-csat-surveys-turning-them-)

### Developer & integrations
- [The embeddable widget: putting a contact form on your site](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/developer-integrations/the-embeddable-widget-putting-a-contact-form-on-)
- [IntelliDesk's APIs: REST and MCP](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/developer-integrations/intellidesk-s-apis-rest-and-mcp)
- [Programmatic time tracking with the REST API and MCP](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/developer-integrations/programmatic-time-tracking-with-the-rest-api-and)
- [The widget isn't showing on my website](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/developer-integrations/the-widget-isn-t-showing-on-my-website)
- [The widget form won't submit: error messages explained](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/developer-integrations/the-widget-form-won-t-submit-error-messages-expl)
- [Slack notifications aren't arriving](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/developer-integrations/slack-notifications-aren-t-arriving)

### Projects
- [Projects: running a board](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/projects/projects-running-a-board)
- [Cards in depth](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/projects/cards-in-depth)
- [From ticket to project: moving requests to a board and getting approval](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/projects/from-ticket-to-project-moving-requests-to-a-boar)
- [Project notes and library: the brief, shared notes and files](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/projects/project-notes-and-library-the-brief-shared-notes)
- [Importing cards from Trello](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/projects/importing-cards-from-trello)
- [Exporting project cards to Excel](https://intellidesk.co/kb/intellidesk-platform-1774631359000896047/projects/exporting-project-cards-to-excel)
