What is the Unless help center?

The Unless help center is where you learn how to set up, configure, and run the platform. It is the public face of our own Living Knowledge, so it stays current with the product. The same setup we ship to customers maintains it, which means the help center fixes itself when the product changes.

Who is the help center for?

Customer success, support, and digital product owners on the customer side, plus AI managers and admins who configure the platform. Compliance and DPO readers will find the privacy and security material here too. Each section is written for one role, so you do not have to wade through everyone else's setup to get yours.

What sections are in the help center?

Six main sections: strategic planning (the business case before you buy), the AI zone (training and configuring the agent), components (UI elements for your product), audiences (segmenting your visitors), customer data (integrations and segmentation), and measure success (analyzing goals and tracking results).

Where do we start if we are new?

Start with the strategic-planning section to define business goals, roles, and ROI before configuration. Then move to the AI zone to train Living Knowledge. Connect a couple of sources, watch Living Knowledge fill out, and run a small Test pass before deploying. Most teams have the first agent live in a couple of weeks of part-time work.

How do we train and configure the Customer Agent?

You pick trusted sources, set guardrails, and tune behavior in the dashboard. The AI zone covers Living Knowledge, training tasks, persona, response length, supported languages, and layout. The Test guides cover preview and simulation, and the Deploy guides cover going live on each of the four moments.

How do we connect Unless to our tools?

Follow the integration guides for your CRM, helpdesk, knowledge base, and portals. Each guide covers prerequisites, authentication, the data scopes Unless reads or writes, and how the agent uses the connection inside Living Context. The Team Assistant has dedicated guides for Salesforce, HubSpot, Zendesk, and Freshdesk.

Where do we see how the agent is performing?

In the Analyze section of the dashboard. The performance and business-value dashboards show deflection, resolution, CSAT, revenue impact, and AI maturity by moment, topic, and segment. The help center covers how to read each dashboard and which question it answers.

Where are the privacy and compliance guides?

On the Trust page and in the Compliance Center. The guides cover EU data residency, the Privacy Vault, cookies and tracking, audit trails, and how to configure the agent for GDPR, DORA, ISO 42001, the EU AI Act, and entities supervised by BaFin and AFM. The DPA, sub-processor list, and security addendum sit there too.

Unless

Help center

Everything you need to set up, run, and optimize your AI customer agent.

Help center

Resources and assistance

Welcome

This help center covers the full Unless platform: from training your initial knowledge base to analyzing business impact. Use the sidebar to navigate by subject, or start with the guides below.

About Unless

Help center

Welcome

Getting started

Train

Test

Deploy

Analyze

Trust

Inbox

Account & billing

Advanced