How to add and review tasks
Find out how you can add and review tasks in Unless, quickly filling any knowledge gaps.
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Search our help center to get started and learn about Unless and how to use AI assistants in customer success.
Learn how to analyze your goals, track results, and make the most of your visitor personas.
Find out how you can add and review tasks in Unless, quickly filling any knowledge gaps.
Understand Unless with this comprehensive guide to the terminology used across our system and dashboard.
Set your business up for AI success—learn how to define clear goals before implementing Unless in your organization.
Discover the essential roles your team needs to successfully implement and manage an Unless AI project from start to finish.
Ensure security and compliance by understanding which risks Unless covers for you - and which your organization must manage.
Quickly assess the true financial impact of AI in customer support with ROI and TCO calculators designed for Unless users.
Customize your AI's persona, response length, supported languages, layout, and so much more.
Configure Freshdesk groups to your environments and optional segments in Unless.
Find out how to add a starter button to your website or dashboard for users to interact with your AI.
Configure Hubspot pipelines to your environments and optional segments in Unless.
Configure Zendesk brands to your environments and optional segments in Unless.
Find out how you can install, authorize, configure and use the team assistant in just a few steps.
The Unless help center provides guides and best practices for configuring AI assistants, training your AI, connecting integrations, and monitoring performance. You will also find articles on privacy, governance, and how to use Unless to support customer success across acquisition, retention, sales expansion, and support.
The help center is designed for AI managers, customer success and support teams, digital and product owners, and technical admins. Each section focuses on a different role, from hands-on configuration and content management to integration setup and strategic planning for AI in customer success.
If you are new to Unless, start with the getting started and AI overview articles, which explain how to connect your content, configure your first assistants, and launch a small use case. From there, you can explore sections on integrations, quality control, and strategic planning to expand AI across more customer journeys.
You can train and configure AI assistants by selecting trusted sources, defining prompts and guardrails, and adjusting behavior in the dashboard. The AI-related help articles walk you through grounding content, reviewing conversations, managing tasks, and tuning assistants for different lifecycle stages and audiences.
To connect Unless to your existing tools, such as CRMs, ticketing systems, knowledge bases, or portals, follow the integration guides in the help center. These articles explain prerequisites, authentication, data scopes, and how to use connected systems inside AI assistants, team co-pilots, and workflows.
You can view AI performance in the insights and performance sections of the dashboard, which are documented in the help center. These guides show how to track usage, deflection, satisfaction, and business impact, and how to use this data to improve experiences across acquisition, retention, expansion, and support.
The help center includes articles on security and privacy considerations, data locations, cookies and tracking, and how AI uses customer data. These resources explain how to configure Unless in a way that supports GDPR, DORA, and EU AI Act requirements while still delivering useful AI assistance.
If you cannot find the answer you need, you can reach out to the Unless team using the contact options in the help center or on the contact page. Depending on your plan, you may also have direct access to an account manager or customer success contact who can help with product questions and new AI use cases.