Create a branded help page

Your logo, colors and company details on every page and email your customers see. Run several, one per business.

Included with TrilliOne Business and TrilliOne Pro

  1. In Desk, go to Portals and click + New Portal.
  2. Basics: a Portal name (like “Acme Support”), the URL slug for its address, and a Welcome message shown above the request form.
  3. Branding: upload a Logo and a Favicon (PNG, JPG, WebP or GIF), and set the Primary, Accent, Page background, Header background and Header text colors. The preview on the right updates as you go.
  4. Company info: Company name (also the sender name on your emails), Company URL, Support email and an Email reply signature added to every reply.
  5. Behavior: choose whether to Require confirmation from first-time senders (on to start) and Allow public ticket submissions from the portal landing page.
  6. Click Create portal.

Then connect a support inbox to it so tickets have somewhere to come from and replies have an address to go out from.

Good to know

  • The page at your help page’s address only shows the request form when Allow public ticket submissions is on. Turn it on before you share the link.
  • Changing the slug changes the address. Links customers already have to their own tickets keep working.
  • Run as many businesses as you like, each with its own help page, branding and inboxes, all from one queue.
  • Pages show a small “Powered by Trillitask” line at the bottom.

Keep spam out with sender confirmation

First-time senders confirm their email address before their ticket opens, so bots never reach your queue.

What your customers see

No account needed: customers email you or use your help page, and every ticket has a private page where they can follow along and reply.