Docs

Getting started

Get from invite to a working HawkSel workspace: accept access, learn the chrome, and finish onboarding before customer traffic ramps up.

Dashboard overview with Shelves, Email list, and Help edge tab
Dashboard overview with Shelves, Email list, and Help edge tab

The Email workspace: Shelves on the left, thread list in the center, and the Help edge tab on the right.

Accept an invite

  1. Open the invite email from your organization admin.
  2. Click the invite link (it expires for security — ask for a resend if needed).
  3. Set a password and confirm it.
  4. You land in the HawkSel dashboard for that organization.

First login

  1. Open your dashboard URL (production: hawksel.com/dashboard).
  2. Sign in with the email and password you set.
  3. Use the top navigation:

Compact labels appear on smaller screens (for example Email Dashboard → Email, Sandbox Chat → Sandbox).

Onboarding checklist

Onboarding steps
Onboarding steps

Admins open Onboarding from the top nav or More → Onboarding. Complete each step:

Step What you do
1. Org profile Business name and basics customers should recognize
2. Phone number Provision or connect an SMS-capable number
3. KB upload Seed FAQs so the agent can answer common questions
4. Sandbox test Rehearse replies in Sandbox without messaging customers
5. Email actions Configure inbox buttons (Arch, Handled, etc.) for your workflow
6. Billing Connect Stripe or Shopify billing when you leave trial limits

You can reopen Onboarding anytime from More → Onboarding.

Find help anytime

Help panel with Ask HawkSel Help
Help panel with Ask HawkSel Help

Ask a natural-language question in Help; answers are grounded in these product docs and are not billed to your organization.

  1. Look for the vertical Help tab on the right edge of the dashboard (near the bottom).
  2. Click it to open docs links, Ask HawkSel Help, contact support, and feedback.
  3. On mobile, open More → Help.

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