Documentation Index

Fetch the complete documentation index at: https://help.gladly.com/llms.txt

Use this file to discover all available pages before exploring further.

Important product naming update: Sidekick is now called Gladly (AI) and Gladly Hero (the Platform) is now Gladly Team. Please keep this in mind as you read through our documentation.

Apply Topics on Every Conversation

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To get the most granular data for the most actionable insights, it is best to train Agents to ensure they always apply Topic(s) to their Conversations. You can also set up a Rule to automatically apply the most detailed sub-topic when applicable.

By default, Conversations can be closed without a Topic, but you can make it a requirement through the Conversation Workflow settings page. In the below screenshot,  see how this will appear to Agents when the setting to require Topics is required:

Instructions for applying topics before closing a conversation in a messaging interface.