SolutionDesk docs
Product documentation for staff, admins, and customer-portal end-users.
SolutionDesk is the one place for everything about your customers. Support requests, the work you do for them, deals, meetings, events and newsletters live in one workspace your whole team — and your AI agents — work from. Your customers (for example Acme Corp) follow progress and file requests in a portal inside your product, without a separate SolutionDesk login.
Pick your guide
Team guide
Staff & admins: tickets, boards, customers, CRM, events, newsletter, settings, MCP.
Customer portal
What an Acme end-user does after opening a MagicLink.
Concepts
Workspaces, companies, visibility, and identities.
Coverage map
ADRs & knowledge → product docs (gap checklist).
Two audiences (never mix them up)
| Audience | Who | How they enter |
|---|---|---|
| Team (staff / admin) | Employees of the SolutionDesk customer (and AI agents) | Email/password (or invite) → workspace dashboard |
| Portal end-user | Users of your SaaS (e.g. people at Acme) | MagicLink only, brokered by the host product |
Portal end-users never create a SolutionDesk password. The host SaaS mints a one-time link and redirects them into a scoped view of their tickets.
What you can do today
Team
- Kanban board for tickets (drag & drop, per-column sort) — and several boards per workspace, each with its own types, forms, statuses and labels; only the customer board reaches customers (guide)
- Ticket detail: comments, internal notes, assignees, labels, attachments, visibility
- Companies and end-users for the customers you serve
- Search everything with Cmd/Ctrl+K (guide)
- CRM (optional module): accounts, contacts, deals in pipelines, notes, calls, meetings and tasks — linked to your support customers (guide)
- Events (optional module): programme, images, registration with your own questions, waiting list and invitations, in several languages — on a hosted page with your own domain, embedded or announced on your website, or through the API (guide)
- Newsletter (optional module): lists, subscribers with recorded consent, and campaigns sent through your own mail account (guide)
- Settings: members, boards, labels, ticket types, workflow, languages, domains, API keys, notifications, guest portals, CRM
- MCP: connect Claude / Cursor / Codex / Grok so agents work tickets as staff (guide)
- Host API: mint MagicLinks and sync customers from your SaaS (guide)
Portal (Acme)
- Board of their requests only (no drag — status is owned by your team)
- New request modal (with attachments)
- Open a request, read the thread, reply
- Optional guest portals for narrow share links (guide)
Screenshots
Product screenshots live under apps/docs/public/images/ and are embedded throughout the guides. Seed a demo workspace with node apps/docs/scripts/seed-docs-template.mjs, then capture with browser-use (see apps/docs/README.md).