First-time setup

Complete the initial HelpGent settings after activation so your forms can be published and visitors have a page for viewing their conversations.

Before you start

• HelpGent is installed and active.
• You are signed in as a WordPress administrator.
• HelpGent Pro is active if you plan to use Pro-only services such as supported cloud storage.

Set the visitor dashboard page

1. Go to HelpGent → Global Settings.
2. Open the General settings.
3. In User dashboard page, select the WordPress page visitors should use to view their conversations.
4. Select Save Settings.

HelpGent normally creates a published page titled Dashboard with the visitor dashboard shortcode during activation. If you select a different page, make sure that page contains the HelpGent dashboard shortcode and is published.

Configure optional services

Only configure a service when one of your forms needs it:

• Google reCAPTCHA for spam protection.
• Google Maps for location fields.
• Email and notifications for administrator or visitor messages.
• Cloud storage for supported Pro media-storage connections.

Third-party services may require their own account, keys, or usage settings. Save one service at a time so you can identify which setting affects your form.

Verify the setup

• HelpGent → Dashboard opens successfully.
• The User dashboard page setting remains selected after you reload the page.
• The All Forms screen is available.

Next, learn the HelpGent dashboard or create your first form.