Help Center

How can we help?

Find setup guidance, product concepts, workflow patterns, and answers for running customer service on Protocol.

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Getting started

Set up your workspace, teams, and customer service foundations.

Manage conversations, assignments, views, notes, and channels.

Turn conversations into structured work when the issue needs it.

Work with customer records, companies, context, and properties.

Understand summaries, recommendations, sources, and authorized actions.

Build workflows, routing rules, triggers, and service operations.

Create internal knowledge, help center content, and suggested updates.

Understand service performance, trends, workload, and outcomes.

Connect communication, CRM, commerce, engineering, and data tools.

Manage workspaces, teams, roles, permissions, and profile settings.

Plans, invoices, payment methods, and subscription questions.

APIs, webhooks, authentication, events, and custom applications.