Onboarding Track

User Onboarding

This guide is designed for human support agents who will be working alongside Wilmo's AI to handle customer tickets. We've made this guide extra detailed because we know support agents come from all backgrounds—you don't need to be technical to use Wilmo effectively.

Complete all 5 parts to be fully onboarded. By the end, you'll have hands-on experience resolving real tickets from start to finish.

5 guides~26 minutes total

Account Setup

Accept your team invitation and create your Wilmo account. Set up your profile and get access to the dashboard.

3 min

Understanding the Dashboard

Learn how to read ticket statuses, understand the dashboard widgets, and plan your daily work effectively.

4 min

Navigating the Inbox

Master the inbox view, understand different inbox types, and learn how to find and manage tickets efficiently.

5 min

Your First Ticket

Complete the full ticket flow hands-on—from creating a test ticket to resolving it using AI drafts and action requests.

10 min

Extra Features

Learn advanced features like external email, internal notes, and other tools to handle complex support scenarios.

4 min

Book a Demo

Ready to transform your support?

Get a personalized walkthrough of Wilmo tailored to your business. Our team will show you exactly how AI can automate your customer support.

30-minute personalized demo

See results in your first week

Date & Time

Your Details

Back to Onboarding

Onboarding Track

User Onboarding

Complete all 5 parts to be fully onboarded. By the end, you'll have hands-on experience resolving real tickets from start to finish.

5 guides~26 minutes total

Account Setup

Accept your team invitation and create your Wilmo account. Set up your profile and get access to the dashboard.

3 min

Understanding the Dashboard

Learn how to read ticket statuses, understand the dashboard widgets, and plan your daily work effectively.

4 min

Navigating the Inbox

Master the inbox view, understand different inbox types, and learn how to find and manage tickets efficiently.

5 min

Your First Ticket

Complete the full ticket flow hands-on—from creating a test ticket to resolving it using AI drafts and action requests.

10 min

Extra Features

Learn advanced features like external email, internal notes, and other tools to handle complex support scenarios.

4 min

Book a Demo

Ready to transform your support?

Get a personalized walkthrough of Wilmo tailored to your business. Our team will show you exactly how AI can automate your customer support.

30-minute personalized demo

See results in your first week

Date & Time

Your Details