Product Tour Source: docs/screenshots.md

Screenshots

Annotated screenshots of the agent UI, portal, reports, and admin settings.

This document maps the current screenshot set in docs/screenshots/ to the screens they represent.

The screenshot library now covers:

  • agent login and agent workspace screens
  • customer login and customer portal flows
  • the expanded admin settings areas and modals
  • light and dark mode examples

Unless noted otherwise, screenshots are from the light theme.


Login

Agent Login

Agent Login

Filename: agent login.png

The shared login page with the Agent Login tab selected. It shows the Andrea Helpdesk brand panel, email/password fields, the Remember me toggle, and the split entry point between the staff helpdesk and the customer portal.

Customer Login

Customer Login

Filename: customer login.png

The same shared login page with the Customer Portal tab selected, documenting the customer-facing entry route and the matching portal sign-in form.


Dashboard And Core Agent Views

Dashboard

Dashboard

Filename: dashboard.png

The main agent dashboard in light mode. It shows the live ticket counters, global search, and the ticket summary widgets that agents use for queue triage.

Dashboard (Dark Mode)

Dashboard Dark Mode

Filename: dashboard dark mode.png

The dashboard in dark mode, included to document the alternate profile theme and the darker card/table treatment.

Tickets

Tickets

Filename: tickets.png

The main ticket list with filters, search, priority/status badges, tags, assignment, and pagination.

Ticket Detail

Ticket Detail

Filename: ticket details.png

The ticket conversation view with the thread, ticket metadata, tags, participants, attachments, related records, and the ticket actions sidebar.

Ticket Detail Reply / Internal Note

Ticket Detail Reply Or Internal Note

Filename: ticket details reply or internal note.png

The same ticket detail screen with the reply composer expanded, showing the reply/internal-note workflow, attachments area, and send controls.

Calendar

Calendar

Filename: calendar.png

The ticket calendar view, showing due-date scheduling on a month grid with colour-coded priority legends and the subscribe link for calendar feeds.

Customers

Customers

Filename: customers.png

The customer list screen with search, customer metadata, and the table of all known customers.

Customer Details

Customer Details

Filename: customer details.png

The customer profile screen, including the customer record fields, portal-access actions, ticket history, and the chronological reply/activity stream.

Knowledge Base

Knowledge Base

Filename: knowledgebase.png

The knowledge base article list with search, category filtering, and article-management actions.

Knowledge Base Detail

Knowledge Base Detail

Filename: knowledgebase detail.png

An individual knowledge base article/editing screen, documenting the article body area and category/content workflow.


Customer Portal

Customer Portal Ticket List

Customer Portal

Filename: customer portal.png

The customer portal home screen showing the customer’s own tickets, status filtering, and the customer-side New Ticket entry point.

Customer Portal New Ticket

Customer Portal New Ticket

Filename: customer portal new ticket.png

The customer-facing new-ticket form used to submit a support request directly from the portal.

Customer Portal Reply

Customer Portal Reply

Filename: customer portal reply.png

The customer ticket detail / reply screen showing the portal conversation thread and customer reply workflow.


Admin

Admin Reports

Admin Reports

Filename: admin reports.png

The reports screen with the current activity-based reporting layout, including date filters, summary cards, close-time metrics, and agent/activity tables.

Admin Agents

Admin Agents

Filename: admin agents.png

The agents administration list, showing roles, status, permissions, and the controls for editing or deactivating agents.

Admin Agents Edit Modal

Admin Agents Edit

Filename: admin agents edit.png

The add/edit agent modal, documenting the modal-based agent-management flow and the permission toggle layout.

Admin Tags

Admin Tags

Filename: admin tags.png

The dedicated tag-management screen used to maintain the global ticket tag list.


Admin Settings

The settings screenshots now cover each route-backed admin settings section rather than the older tab-only documentation.

General Settings

Admin Settings General

Filename: admin settings.png

The upper portion of General settings, including application identity, timezone/date settings, ticket prefix, and IMAP polling mode.

Admin Settings General Lower

Filename: admin settings 2.png

The lower portion of General settings, showing cron setup help, SLA escalation controls, and the Version & Updates panel with the shared-hosting/file-ownership guidance.

Branding Settings

Admin Branding

Filename: admin branding.png

The Branding settings page for logo, favicon, primary colour, and support-email presentation.

Email / SMTP Settings

Admin Email

Filename: admin email.png

The upper section of Email / SMTP settings, covering transport settings such as host, port, encryption, credentials, from-addresses, and reply-to routing.

Admin Email Lower

Filename: admin email 2.png

The lower section of Email / SMTP settings, showing the signature editor, notification toggles, save action, and the Test SMTP action.

Auto-Response Settings

Admin Auto Response

Filename: admin auto reponse.png

The Auto-Response settings page, documenting the automatic customer acknowledgement configuration.

IMAP Polling Settings

Admin IMAP Polling

Filename: admin imap polling.png

The IMAP account list and polling configuration screen used to manage inbound mailbox polling.

Admin IMAP Polling Edit

Filename: admin imap pollling edit.png

The IMAP add/edit modal for mailbox credentials, host, folder, and polling settings.

Slack Settings

Admin Slack

Filename: admin slack.png

The Slack integration settings page for webhook destination, posting behaviour, and Slack-side notification options.


My Profile

My Profile

My Profile

Filename: my profile.png

The per-agent profile page, showing personal signature editing, global signature preview, display preferences, browser-notification controls, and the new profile-level navigation that includes the notifications overview.


Notes

  • The older screenshot filenames such as Dashboard.png, Tickets.png, and Settings_General.png have been replaced by the current lower-case, space-separated set in docs/screenshots/.
  • This document intentionally follows the actual on-disk filenames so it stays aligned with the current screenshot pack.