Portside Help Center

What is Portside?

New here? See how Portside helps teams work from first touch through onboarding and everyday support.

11 articles in this collection Written by Marion Delacroix, Tomás Ferreira, Priya Raghunathan and 4 others

Everything you need to know to install Portside and set your workspace up properly.

34 articles in this collection Written by Tomás Ferreira, Otto Lindqvist, Wren Halliday and 2 others

Everything you need to get your team moving in the first week.

8 articles in this collection Written by Priya Raghunathan and Emeka Nwosu

Tracking the people who use your product, so the platform can act on what it knows.

47 articles in this collection Written by Marion Delacroix, Otto Lindqvist, Emeka Nwosu and 7 others

Setting up and customising your Messenger so conversations start in the right place.

28 articles in this collection Written by Wren Halliday, Tomás Ferreira, Priya Raghunathan and 3 others

Set up the faster new Inbox and give your teammates and your customers a calmer experience.

39 articles in this collection Written by Priya Raghunathan, Emeka Nwosu, Marion Delacroix and 4 others

Go past simple live chat — handle slower, more complex customer requests asynchronously.

12 articles in this collection Written by Wren Halliday and Otto Lindqvist

Using the legacy Portside Inbox to support customers and convert leads at scale.

51 articles in this collection Written by Tomás Ferreira, Marion Delacroix, Emeka Nwosu and 4 others

How to send precise messages and run campaigns that reach the right people.

19 articles in this collection Written by Otto Lindqvist, Priya Raghunathan, Wren Halliday and 1 other

The right message at the right moment captures leads and keeps customers connected.

23 articles in this collection Written by Marion Delacroix, Emeka Nwosu, Tomás Ferreira and 3 others

Everything you need to know about sending email from Portside, and making sure it lands in the inbox.

33 articles in this collection Written by Priya Raghunathan, Otto Lindqvist, Marion Delacroix and 6 others

Share contextual, relevant announcements with the customers they actually affect.

4 articles in this collection Written by Wren Halliday

Automate the repetitive steps in your funnel, offer proactive help, and keep customers moving.

21 articles in this collection Written by Emeka Nwosu, Tomás Ferreira, Priya Raghunathan and 1 other

Show customers the route to a first win with interactive product tours.

16 articles in this collection Written by Otto Lindqvist, Marion Delacroix, Wren Halliday and 1 other

Teach people in place and drive adoption without interrupting them.

6 articles in this collection Written by Priya Raghunathan

Ask one good question at the right moment, then act on what customers tell you.

9 articles in this collection Written by Marion Delacroix and Emeka Nwosu