Articles on: General

Helpdesk Article Blueprint

Helpdesk Article Blueprint


This blueprint defines the full Helpdesk library with rollout priorities.


Priority Definitions


  • P0: Must be ready for cutover day.
  • P1: Important follow-up content after cutover.
  • P2: Long-tail, advanced, or lower-frequency articles.


Getting Started


Priority

Article Title

Purpose

Source of Truth

P0

Introduction to SuperSend

Explain what SuperSend does and who it is for

docs/help/getting-started/01-introduction.md

P0

Sign Up and Log In

Complete account access basics

docs/help/getting-started/02-sign-up-and-log-in.md

P0

Complete Onboarding

Guide through onboarding flow

docs/help/getting-started/03-complete-onboarding.md

P0

Navigate the App

Teach where key workflows live

docs/help/getting-started/04-navigate-the-app.md

P0

Create Your First Campaign

Drive first-value path

docs/help/getting-started/05-create-your-first-campaign.md

P0

Next Steps

Route to deeper docs by role/use case

docs/help/getting-started/06-next-steps.md


Senders


Priority

Article Title

Purpose

Source of Truth

P0

Senders Overview

Explain domains, mailboxes, sender profiles relationship

app/pages/team/senders/[...slug].tsx, app/components/Sender/

P0

Connect Mission Inbox Senders

Configure Mission Inbox sender flow

docs/content/docs/integrations/mission-inbox.md, app/components/Sender/

P0

Connect Gmail/Google Workspace Sender

Configure Google sender setup path

app/components/Sender/AddSender/, app/pages/add-sender.tsx

P0

Connect Outlook/Microsoft Sender

Configure Microsoft sender setup path

app/components/Sender/AddSender/, app/pages/add-sender.tsx

P0

Connect SMTP/Bulk Provider Sender

Setup SendGrid/Mailgun/SES style sender

app/components/Sender/AddSender/

P0

Create and Use Sender Profiles

Group mailboxes and assign to campaigns

app/components/Sender/SendersTable.tsx, app/components/Sender/

P1

Domain Setup and DNS Checklist

Validate DNS-driven setup requirements

app/components/Sender/Domains/

P1

Buying Domains and Mailboxes in SuperSend

Explain in-app purchase flow

app/components/Billing/, app/components/Sender/

P1

Sender Statuses and What They Mean

Explain connected/failed/disabled states

app/components/Sender/

P2

GoDaddy and Zoho Sender Setup

Provider-specific setup guide

app/components/Sender/AddSender/


Campaigns


Priority

Article Title

Purpose

Source of Truth

P0

Campaigns Overview

Explain dashboard, lifecycle, and campaign types

app/pages/team/[teamId]/[type].js, app/components/Campaign/

P0

Simple vs Complex Sequences

Help users choose the right flow builder

app/components/Sequence/SequenceRouter.tsx, app/components/Sequence/SimpleSequence/

P0

Create a Campaign

End-to-end campaign creation steps

app/components/CreateCampaign/, app/pages/new-campaign.tsx

P0

Edit Sequence Steps

Add/remove/edit sequence steps safely

app/components/Sequence/

P0

Configure Campaign Schedule and Sending Hours

Set campaign timing controls

app/pages/campaign/[id]/[type].js, app/components/Campaign/SettingsRouter/

P0

Clone or Copy a Campaign

Reuse campaign setups

app/components/Campaign/

P1

A/B Testing in Sequences

Build and monitor variants

app/components/Sequence/Nodes/EmailNode.tsx, app/components/Sequence/SimpleSequence/

P1

Campaign Events and Statuses

Read event stream and outcomes

app/pages/campaign/[id]/[type].js, app/components/Campaign/

P1

Campaign Contact States Explained

Understand active/finished/paused behavior

app/pages/campaign/[id]/[type].js, app/components/Campaign/

P1

Common Sequence Editing Issues

Resolve cannot-edit and sync issues

app/components/Sequence/, app/components/Campaign/


Contacts


Priority

Article Title

Purpose

Source of Truth

P0

Contacts Overview

Explain contact model and campaign relationship

app/components/Contacts/, app/pages/team/[teamId]/[type].js

P0

Upload Contacts via CSV

Walk through import process

app/components/Contacts/AddContactModal.tsx, app/components/Contacts/

P0

Email Validation in SuperSend

Explain validation statuses and impact

app/components/Contacts/, app/components/Campaign/

P0

Create and Use Suppression Lists

Prevent sending to blocked contacts

app/components/Campaign/SettingsRouter/, app/components/Contacts/

P1

Duplicate Contacts and Deduping Behavior

Clarify duplicate detection behavior

app/components/Contacts/, app/components/Campaign/

P1

Contact Import Errors and Fixes

Resolve malformed CSV and field errors

app/components/Contacts/

P2

Export Contacts and Reports

Guide export paths

app/components/Contacts/ExportConfirmModal.tsx


Super Inbox


Priority

Article Title

Purpose

Source of Truth

P0

Super Inbox Overview

Explain inbox architecture and usage

app/pages/team/[teamId]/inbox-v2.tsx, app/components/InboxV2/

P0

Work Conversations in Super Inbox

Triage, reply, and track conversations

app/components/InboxV2/InboxV2Page.tsx

P1

Labels, Filters, and Saved Views

Organize and prioritize inbox work

app/components/InboxV2/InboxSidebar.tsx, app/components/Inbox/

P1

Replies and Sequence Behavior

Explain when replies pause/stop sequences

app/components/InboxV2/, app/components/Campaign/

P2

Inbox Productivity Features

Keyboard shortcuts, bulk handling tips

app/components/InboxV2/, app/components/Inbox/


Deliverability and Warming


Priority

Article Title

Purpose

Source of Truth

P0

Warming Overview

Explain warming goals and operation

app/pages/team/[teamId]/warming.tsx, app/components/Sender/WarmingDashboard.tsx

P0

Understand Sender Health

Explain health metrics and expected ranges

app/components/Sender/WarmingChart.tsx, app/components/Sender/

P0

Placement Tests Overview

Explain placement test value and workflow

app/pages/team/[teamId]/placement-tests.tsx, app/components/PlacementTest/

P1

Run and Interpret Placement Tests

Step-by-step execution and analysis

app/pages/team/[teamId]/placement-tests/[id].tsx, app/components/PlacementTest/

P1

Safe Sending Limits and Ramp Strategy

Keep sending behavior healthy

app/pages/team/[teamId]/capacity.tsx, app/components/Performance/

P1

Tracking Domains (Setup and Troubleshooting)

Configure and fix tracking domain issues

app/components/Sender/Domains/, app/components/Campaign/

P2

DMARC/SPF Quickstart for Operators

Practical DNS checks for operators

app/components/Sender/Domains/


LinkedIn and Twitter


Priority

Article Title

Purpose

Source of Truth

P0

Connect LinkedIn Account

Setup LinkedIn connection

app/components/Sender/AddLinkedIn/, app/components/Sender/

P0

Connect Twitter Account

Setup Twitter connection

app/components/Sender/AddX/, app/components/Sender/

P1

Multi-Account LinkedIn Usage

Explain account and campaign interaction

app/components/Sender/, app/components/Campaign/

P1

LinkedIn/Twitter Contact Matching Behavior

Clarify fallback behavior when profile missing

app/components/Campaign/, app/components/Contacts/

P2

Social Connection Troubleshooting

Diagnose disconnects/search issues

app/components/Sender/, app/components/Inbox/


Integrations


Priority

Article Title

Purpose

Source of Truth

P0

Integrations Overview

Explain supported integrations and use cases

app/components/Nav/navigation.ts, app/components/Org/

P0

HubSpot Integration Setup

Connect and validate HubSpot integration

docs/content/docs/integrations/hubspot.md, app/components/Org/

P0

Mission Inbox Integration Setup

Connect Mission Inbox and map sender flows

docs/content/docs/integrations/mission-inbox.md, app/components/Sender/

P1

Zapier and Make Setup

Automate workflows using no-code integrations

app/components/Org/, legacy Crisp integration content

P1

Slack Integration Setup

Route notifications/events to Slack

legacy Crisp integration content, app/components/Org/

P1

Pipedrive Integration Setup

Connect and validate Pipedrive path

legacy Crisp integration content, app/components/Org/


Billing and Account


Priority

Article Title

Purpose

Source of Truth

P0

Billing Overview

Explain plans and where billing controls live

app/components/Billing/BillingDashboard.tsx, app/components/Nav/navigation.ts

P0

Change Subscription Plan

Update plan safely

app/components/Billing/

P0

Add and Manage Payment Methods

Maintain billing payment sources

app/components/Billing/

P0

View Invoices and Purchases

Track spend and downloadable records

app/components/Billing/

P1

Team Usage and Capacity Costs

Explain usage dimensions

app/components/Billing/, app/pages/team/[teamId]/capacity.tsx

P2

Free Trial and Plan FAQ

Clarify trial and plan selection

app/components/Billing/, existing Crisp billing FAQs


Admin and Team Management


Priority

Article Title

Purpose

Source of Truth

P0

Admin Overview

Explain admin scope and permissions

app/components/Org/OrgAdminSection.tsx, app/components/Nav/navigation.ts

P0

Manage Teams

Create/update/archive team structures

app/components/Org/, app/pages/org/[section]/index.tsx

P0

Manage Users and Roles

User lifecycle and role assignment

app/components/Org/, app/components/Admin/

P1

Manage Blacklist

Configure and maintain blacklist controls

app/components/Org/, app/components/Admin/

P1

Branding and Workspace Identity

Configure branding settings

app/components/Org/, app/components/Admin/

P1

Exports and Uploads Admin Tools

Use data movement controls

app/components/Org/, app/components/Admin/

P2

Global Credit Transactions

Monitor org-wide credits

app/components/Org/, app/components/Admin/


Troubleshooting


Priority

Article Title

Purpose

Source of Truth

P0

Campaign Not Sending Checklist

Fast triage for send failures

app/components/Campaign/, app/components/Sequence/, app/components/Contacts/

P0

Disabled Sender Troubleshooting

Restore sender availability

app/components/Sender/, app/components/Campaign/

P0

Sequence Does Not Stop or Pause as Expected

Diagnose status and flow controls

app/components/Sequence/, app/components/Campaign/

P1

Signature Missing or Not Applied

Fix signature rendering issues

app/components/Campaign/, app/components/Sequence/

P1

Open and Click Tracking Issues

Diagnose tracking discrepancies

app/components/Campaign/, app/components/Sender/

P1

Cannot Edit Sequence

Fix edit locks and access issues

app/components/Sequence/, app/components/Campaign/

P2

FAQ: Prioritize New Leads vs Follow Ups

Clarify sending prioritization behavior

app/components/Campaign/, app/components/Sequence/


Coverage Summary


  • Total planned articles: 76
  • P0: 42
  • P1: 26
  • P2: 8


Cutover Content Target


Use all P0 as the minimum viable full-library cutover set. Publish P1 and P2 as follow-up waves if needed, but maintain category shells for all mega categories at cutover so navigation remains coherent.


Updated on: 26/03/2026

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