Bnder Help Center

Choose what you want to do, or search for an action or feature. These guides are in English; button names in your app follow your selected language.

Get started

• Set up your workspace — choose a starting point and finish your first task.
• Sign in and manage your account — verify your email, accept an invitation, or change your details.
• Find your daily work — bring tasks, tickets, and customer follow-ups together.
• Search the workspace — find a specific customer, task, document, or file.

Support your customers

• Set up tickets — configure intake, assignment, and customer access.
• Handle a ticket — reply, add internal notes, and resolve requests.
• Connect a support mailbox — turn incoming email into tickets.
• Use the customer portal — understand what customers can see and do.

Manage customer relationships

• Start with CRM — add a customer and link the next action.
• Import customer data — preview a CSV before changing records.
• Collect information with forms — choose private, portal, or public access.
• Automate follow-up work — configure a trigger, test it, and inspect its runs.

Plan and complete work

• Create and manage tasks — assign work, set deadlines, and choose a view.
• Organize projects — keep related work together.
• Schedule events — invite people and manage recurring meetings.
• Offer booking times — share availability through a booking link.
• Work with AI and Virtual Coworkers — understand available assistance and permissions.

Share knowledge and files

• Write documents — keep internal notes and reusable answers.
• Publish on Pages — make selected content available to customers.
• Upload and share files — manage folders, attachments, and public access.

Organize your workspace

• Manage your organization — structure teams, approve members, and hand off work.
• Set permissions — decide who can view or change workspace content.
• Choose plans and seats — understand individual features and shared capacity.
• Configure notifications — choose where updates reach you.
• Connect Slack, Discord, or code integrations.
• For developers: API keys, OAuth apps, and webhook logging.

Need help?

Start with Troubleshooting for a problem in the app, or Ticket FAQ for ticket-specific questions. If you still need assistance, contact Bnder support.