Dashboard Guide
A walkthrough of every section in the Help Buddy web dashboard.
Accessing the Dashboard
Sign in at the Help Buddy website using Discord OAuth2. You will see a list of servers where you have the Manage Guild permission. Click a server to open its dashboard. Switch servers at any time using the server selector in the top navigation bar.
Dashboard Sections
| Section | What You Can Do | Tier |
|---|---|---|
| General Settings | Configure support roles, transcript channel, category, ticket counters, and embed timestamps | Free |
| Ticket Types | Create and configure ticket types: name, label, emoji, welcome message, modal fields | Free |
| Panels | Deploy and manage ticket panels, assign ticket types to panels | Free |
| Permissions | Control which roles can view and respond to tickets, per tier and category | Free |
| Tickets | Browse all open and closed tickets, filter by status/type/priority, view transcripts, and export | Free |
| Live Chat | Read and respond to open tickets in real time from the browser | Custom |
| Snippets | Create, edit, and delete saved responses | Premium |
| Analytics | Ticket volume, response metrics, and deleted-ticket counts, with a reset option for admins | Premium |
| SLA | Set response-time targets and breach alerts, layered per tier and category | Custom |
| Developers | Create outbound webhook endpoints and read the API documentation | Custom |
| Bot Settings | Configure custom bot name, avatar, and status | Custom |
General Settings
The most important configuration page for your server. Key settings include:
| Setting | Description |
|---|---|
| Support Roles | Roles whose members are treated as staff across all tickets |
| Transcript Channel | Where transcript embeds are sent on ticket close |
| Ticket Category | The channel category under which ticket channels are created |
| Ticket Number Counters | View and reset per-type sequential counters |
| Embed Timestamps | Toggle timestamps on Welcome, Transcript, and Staff Note embeds (Custom tier) |
Live Chat
Premium Feature
The Live Chat view shows real-time messages in open ticket channels. Staff can read and respond to tickets directly from the dashboard without switching to Discord. Messages sent from the dashboard appear in the ticket channel as bot messages attributed to the staff member.
Bot Settings (Custom Tier)
Premium Feature
Custom tier servers can configure a fully branded bot: custom name, avatar image, and status message. These are visible to all users in Discord who can see the bot.
Developers (Custom Tier)
Premium Feature
Create outbound webhook endpoints that push real-time events (ticket, message, SLA, and config changes) to any URL, with full message customization and format presets for Discord, Slack, Google Chat, and Microsoft Teams. See the Webhooks guide for the complete reference. A REST API arrives in a later update.