CX-Catalyst User and Admin Guide: Best Practices

Documentation

Everything you need to set up, configure, and optimize your CX-Catalyst implementation.

Getting Started

Quick Start Guide

Get up and running with CX-Catalyst in under an hour. Covers account setup, basic configuration, and first workflow activation.

Read Quick Start Guide →

Installation Requirements

System requirements and prerequisites for CX-Catalyst deployment including infrastructure, API credentials, and security considerations.

View Requirements →

User Guides

Customer Portal Guide

How to use the customer-facing support portal: submitting requests, tracking status, searching knowledge base, and providing feedback.

Read Guide →

Support Agent Guide

Guide for support team members: review queue management, response approval workflow, escalation handling, and performance tracking.

Read Guide →

Administrator Guides

System Configuration

Complete guide to configuring CX-Catalyst: workflow settings, routing rules, confidence thresholds, response templates.

Configuration Guide →

Knowledge Base Management

How to create and maintain your knowledge base: article creation, organization, vector indexing, content optimization.

KB Management Guide →

Analytics & Reporting

Understanding and using CX-Catalyst analytics: dashboard overview, key metrics, custom reports, export options.

Analytics Guide →

Integration Guides

Confluence

OAuth setup, space selection, sync configuration

Setup Guide →

Slack

App installation, channel configuration, interactive messages

Setup Guide →

Jira

Project configuration, field mapping, workflow integration

Setup Guide →

Email

IMAP/SMTP setup, OAuth, template customization

Setup Guide →

Supabase

Database configuration, embedding generation, index management

Setup Guide →

API Reference

REST API Overview

Introduction to the CX-Catalyst API: authentication, rate limits, error handling, versioning.

API Overview →

Endpoints Reference

Complete API endpoint documentation: Tickets API, Knowledge Base API, Analytics API, Webhooks.

API Reference →

Webhooks

Configure webhooks for real-time events: available events, payload formats, security, retry logic.

Webhooks Guide →

Need More Help?

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