Documentation

Guides for working with ByteDesk

Practical orientation for services, tenant platform access, developer surfaces, and the operating model behind delivery.

Quick Start Guides

Start with the path that matches your current business problem.

Understand the first consult, audit, backlog, and handoff into active delivery.

Prepare contacts, pipelines, tasks, follow-up, and onboarding context before automation work begins.

Plan the path from audit to build, preview, deployment, DNS, and reporting.

Platform areas that support the managed service model.

Plan campaigns, content priorities, follow-up, and reporting loops.

Scope websites, landing pages, portals, and maintained web surfaces.

Manage contacts, opportunities, service handoffs, and customer context.

Map repeated steps before connecting triggers, tasks, email, and webhooks.

Move planned work through scaffolding, preview, deployment, and monitoring.

Review digital presence, local visibility, and content opportunities.

Technical surfaces are scoped around the service plan and tenant needs.

Use platform access when it supports a scoped service engagement or tenant workflow.

Use webhook-style workflows where event-driven handoffs support automation.

Understand the platform areas that support audits, CRM, development, reporting, billing, and AI assistance.

Track public positioning, platform story, and service packaging changes.

Send the workflow, website, CRM, or AI question and we will point you to the right next step.