L LittleDesk

Getting Started — set up your helpdesk

Updated November 8, 2026

Getting started with LittleDesk

This walkthrough takes you from nothing to a working helpdesk: your support email arriving as tickets, the AI drafting replies, and your team invited. It takes about 5 minutes.

🎬 Companion video: V2 — Connect your email and go (coming soon)

Before you start

  • The support email address your customers already write to (e.g. support@yourcompany.com), with any email provider that can forward mail.
  • Optionally, the email addresses of teammates you want to invite.

1. Create your account

Go to /signup. First check the box to agree to the terms. It's required for every way of signing up. Then choose how:

  • Sign up with Google: approve with your Google account, and you go straight to step 3.
  • Sign up with email: enter Your name, Email and a Password, then click Create account.

ℹ️ Already have an account? Use Sign in instead. If you were invited to an organization, open the invitation link in your email. The steps are under How do I accept an invitation? in the getting started how-to.

2. Confirm your email

With email, we send you a 6-digit code. Type it on the Enter the code we emailed you page, or click the link in the same email. If it hasn't arrived in a minute, check your spam folder, or click Send a new code.

3. Name your workspace

Enter your Company name and click Continue. Two more fields appear:

  • Workspace address: your short name, suggested from the company name, e.g. acme. Your support address, your customer portal and the address your replies send from all live on it.
  • Support address: the address your customers' mail is forwarded to, support unless you change it, e.g. support@acme.littledesk.io.

Click Continue. Your address is created while you carry on, which usually takes under a minute.

4. Answer three questions

  1. What does your business do? Pick all that apply, such as Sell products to customers or Quotes and jobs. Something else lets you say in a sentence what you do.
  2. What do customers contact you about? We suggest reasons from what your business does, all checked. Each one you keep becomes a category the AI sorts new tickets into. Uncheck any that don't fit, and add anything else in the box below.
  3. Which of these do you use? Shopify, Odoo, Xero or Stripe. When a customer writes, the AI can look up their orders, invoices and payments in these once you connect them. Other tells us what else you use.

Click Finish setup.

5. Check what we set up, and forward your mail

The last screen shows what's ready:

  • Your support address, and once it exists, the steps to forward your existing mail to it from Gmail, Outlook or another provider.
  • Categories for sorting tickets.
  • What the AI knows about your business: a short description the AI writes from your answers, which it reads before every ticket. If it can't be written, choose Try again, or write it yourself in Settings → AI & Agent.
  • Business hours: Monday to Friday, 9 to 5, in your time zone.
  • What to connect next: the tools you picked wait in Recommendations.

Set up forwarding now or later; the steps are in your email settings too. Click Go to your inbox. Every message your customers send becomes a ticket, and the AI drafts a reply for you to check.

6. Invite your team

Go to Settings → Teams & Members. Under Team members, click Add teammates. Then:

  1. Enter a teammate's email address.
  2. Pick their role. Agent is the default. See roles for what each role can do.
  3. To invite more people at once, click Add another and repeat.
  4. Click Confirm & send.

Each person gets an email invitation. When they accept, they join with the role you chose, and anyone who joins as an agent or above also joins your Support team, which new tickets are assigned to.

ℹ️ Admins and agents each take a paid seat, so the dialog shows what the new seats cost before you confirm, and confirming can charge your card. Collaborators are free. On the Free plan with no trial, the dialog asks you to Choose a plan → before you can invite anyone.

You're done

You now have a live helpdesk: support email arriving as tickets, categories in place, and your team invited. To check, send a test email to your support address. New tickets that nobody is assigned to show in the Unassigned section of My Inbox.

Next steps

  • Send from your own domain (instead of your {slug}.littledesk.io subdomain) and verify DNS — Channels.
  • Understand roles (admin, agent, collaborator) before inviting more people — Teams.
  • Work your first tickets — the agent inbox.

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