# Fernand Docs > Explore our guides and examples to implement our solution into your system. ## Getting started - [How do I sign up for a free trial of Fernand?](https://help.getfernand.com/getting-started/how-do-i-sign-up-for-a-free-trial-of-fernand): To sign up for a free trial of Fernand, simply click on the blue button “Try for free” to begin your account creation on getfernand.comFill out the form by providing:Your company’s nameYour work emailYour passwordAnd check the box to accept our... - [Setting up a communication channel](https://help.getfernand.com/getting-started/setting-up-a-communication-channel): Welcome! Let's get your communication channel up and running. Having a dedicated channel helps ensure smooth communication with your customers. Follow the steps in this guide to create your own inbox, set up an email redirect, and configure your DNS... - [Inviting team members](https://help.getfernand.com/getting-started/inviting-team-members): At Fernand, we believe customer support is a team effort and shouldn't happen in a silo. Getting your team onboard is an essential step in effective collaboration. You can seamlessly invite team members, assign roles and permissions, and ensure that... - [Installing Fernand on your phone](https://help.getfernand.com/getting-started/installing-fernand-on-your-phone): Learn how to install Fernand as a progressive web app on your iOS or Android mobile device. Enable push notifications to stay up to date. - [Notification settings](https://help.getfernand.com/getting-started/notification-settings): At Fernand, we're all about keeping you connected to the conversations that matter. Whether you're at your desk or on the go, our notification system ensures you never miss a beat. Let's dive into how you can customize your notification experience... - [Setting up business hours](https://help.getfernand.com/getting-started/setting-up-business-hours): Helping customers understand when they can expect to hear from you is crucial to providing a good user experience. Business hours also enable efficient automation of rules linked to these hours. Without defined business hours, we default to... - [Importing Intercom conversations](https://help.getfernand.com/getting-started/importing-intercom-conversations): Intercom offers a way to export all your conversations with their attachments into an Amazon S3 storage. This allows us to get your data from Intercom and import them on Fernand easily.The first step we need to do is create a dedicated S3 bucket for... - [Why is an SPF record not required?](https://help.getfernand.com/getting-started/why-is-an-spf-record-not-required): You might have noticed it: when you add a new email channel on Fernand, we only ask for two CNAME and a TXT record.The TXT and one of the two CNAMEs roles are to sign the email sent using DKIM. They ensure that the content is proved to come from... - [Common questions](https://help.getfernand.com/getting-started/common-questions): We understand that you may have some questions as you start using our software. Here are some of the most common questions we receive, along with their answers.How do I create an account?To create an account, simply click on the 'Try for free'... ## Knowledge base - [Setting up your knowledge base](https://help.getfernand.com/features/knowledge-base/setting-up-your-knowledge-base): A knowledge base is your customer’s self-service portal for information about your product or service, and Fernand provides an intuitive, Notion-like editor for crafting an informative and user-friendly knowledge base for your SaaS product. Getting... - [Using a custom domain for your knowledge base](https://help.getfernand.com/features/knowledge-base/using-a-custom-domain-for-your-knowledge-base): Hi, friend! So, you want to give your knowledge base a unique and personal touch - a very wise move for your branding. We're here to guide you on how to use a custom domain for your knowledge base. Let's get started!Setting up your custom... - [Adding custom CSS](https://help.getfernand.com/features/knowledge-base/adding-custom-css): You can tailor your knowledge base with custom CSS. Here's a guide to help you match it to your company’s brand for a more personalized user experience.Accessing the featureThe first step is to access the custom CSS feature in Fernand's knowledge... - [Adding custom JS](https://help.getfernand.com/features/knowledge-base/adding-custom-js): You can harness the power of JavaScript to add new features and interactive elements to our knowledge base. We don't limit you in any way.How to access the custom JS featureBefore we start with the code, let's make sure we're on the right page. Just... - [Embed interactive demos with Supademo](https://help.getfernand.com/features/knowledge-base/embed-interactive-demos-with-supademo): Supademo is a fast-growing platform for creating beautiful, AI-powered interactive demos in seconds. Users simply click through their product flow as if they're screensharing - and Supademo captures each step, click, and transition into a cohesive,... - [Track knowledge base analytics with Plausible](https://help.getfernand.com/features/knowledge-base/track-knowledge-base-analytics-with-plausible): Track the performance of your Fernand knowledge base articles with Plausible.io. No cookies, GDPR compliant, open source. - [Add the Fernand widget to your knowledge base](https://help.getfernand.com/features/knowledge-base/add-the-fernand-widget-to-your-knowledge-base): We've made things simple for you to display our widget on your knowledge base.All you have to do is pass the fernandSettings to the Javascript object in your knowledge base Custom Javascript settings and our knowledge base will pick up the settings... - [Track knowledge base analytics with Fathom](https://help.getfernand.com/features/knowledge-base/track-knowledge-base-analytics-with-fathom): Track your knowledge base visits and performance with Fathom Analytics. - [Installing the widget on your Fernand knowledge base](https://help.getfernand.com/features/knowledge-base/installing-the-widget-on-your-fernand-knowledge-base): Easily install the Fernand widget on your knowledge base in minutes without custom integration. Follow simple steps to configure and verify using your Fernand workspace settings. ## Email provider setup guides - [Google Workspace](https://help.getfernand.com/getting-started/email-provider-setup-guides/google-workspace): Google Workspace advanced mail routing can be used to redirect messages received by your organization's email addresses to your Fernand channel. - [Cloudflare email routing](https://help.getfernand.com/getting-started/email-provider-setup-guides/cloudflare-email-routing): Learn how to set up Fernand email support with Cloudflare Mail Routing. Step-by-step guide to centralize customer communications with proper authentication and deliverability. - [Namecheap](https://help.getfernand.com/getting-started/email-provider-setup-guides/namecheap): Learn how to connect your Namecheap email to Fernand's helpdesk in minutes. Simple guide to set up email forwarding and authenticate your domain for professional customer support. - [GoDaddy](https://help.getfernand.com/getting-started/email-provider-setup-guides/godaddy): Set up email forwarding and domain authentication with GoDaddy to manage support emails through Fernand. Step-by-step guide for seamless integration with your custom domain. - [OVH](https://help.getfernand.com/getting-started/email-provider-setup-guides/ovh): Learn how to forward support emails to Fernand and authenticate your domain on OVH with this step-by-step guide. Set up professional email handling in minutes. - [ImprovMX](https://help.getfernand.com/getting-started/email-provider-setup-guides/improvmx): Learn how to easily set up your email support channel in Fernand using ImprovMX to centralize customer communication with reliable deliverability and domain authentication. - [Name.com](https://help.getfernand.com/getting-started/email-provider-setup-guides/name-dot-com): Learn how to route support emails to Fernand and send authenticated replies from your domain when using Name.com hosting. Simple setup guide with DNS records. - [Dynadot](https://help.getfernand.com/getting-started/email-provider-setup-guides/dynadot): Learn how to connect your Dynadot domain email to Fernand with step-by-step instructions for email forwarding and DNS authentication. Start sending & receiving support emails today. - [Porkbun](https://help.getfernand.com/getting-started/email-provider-setup-guides/porkbun): Learn how to set up email forwarding from Porkbun to Fernand and authenticate your domain for professional support emails that land in inboxes, not spam folders. - [Hover.com](https://help.getfernand.com/getting-started/email-provider-setup-guides/hovercom): Learn how to connect your Hover domain to Fernand for professional email support. Step-by-step guide to set up email forwarding and domain authentication. - [Any provider](https://help.getfernand.com/getting-started/email-provider-setup-guides/any-provider): Learn how to connect your email to Fernand with easy forwarding and domain authentication to manage support emails efficiently. Get started today! ## Features - [Bonjour screen](https://help.getfernand.com/features/bonjour-screen): The Bonjour screen is your personal assistant when logging into Fernand. It provides a snapshot of your support status, the number of conversations awaiting your response, and the estimated time needed to achieve inbox zero. Think of it as popping... - [Setting up a Split Inbox](https://help.getfernand.com/features/setting-up-a-split-inbox): Splits are customizable sections of your inbox that allow you to organize conversations based on specific criteria. - [Rules](https://help.getfernand.com/features/automation-rules/rules): One of the most powerful features on Fernand is Rules. This super-charged tool allows users to route conversations or automate actions based on specific conditions. Rules can be found under Settings > Rules and can be triggered whenever a message or... - [Smart snippets](https://help.getfernand.com/features/smart-snippets/smart-snippets): Smart snippets are one of Fernand's powerful features, designed to supercharge your efficiency. Think of them as shortcuts to your most frequent actions. With just a few keystrokes, you can trigger various actions right from your conversation editor... - [Shared drafts](https://help.getfernand.com/features/shared-drafts): Shared drafts allow you to collaborate seamlessly with your teammates, streamlining your workflow and boosting productivity - [Tracking issues resolution](https://help.getfernand.com/features/tracking-issues-resolution): Discover how to track resolution of issues within Fernand, and make sure to close the loop with your customers. - [Smart replies](https://help.getfernand.com/features/artificial-intelligence/smart-replies): Smart replies in Fernand help craft accurate responses quickly. Using GPT-4 and your AI training, it suggests context-aware replies that match your tone and company style. - [Reply directly from an email notification](https://help.getfernand.com/features/reply-directly-from-an-email-notification): When you receive a notification email from Fernand, such as a new conversation or a reply, you'll notice the "Reply-to" email is something like "reply-{hash}@your-service.fernand-mails.com" or "note-{hash}@your-service.fernand-mails.com".Replying to... - [Execute actions directly by replying to an email](https://help.getfernand.com/features/execute-actions-directly-by-replying-to-an-email): When you receive a notification email from Fernand, instead of replying or writing a note, you can also execute specific actions directly, allowing you to treat a conversation faster without having to head to Fernand's app.We support the following... - [Headless contact form](https://help.getfernand.com/features/headless-contact-form): Create seamless conversations on your static website with Fernand's form integration. Customize with extra fields, attachments, and tags while ensuring security with rate limiting and user authentication. - [Compose pre-filled messages from URL parameters](https://help.getfernand.com/features/compose-pre-filled-messages-from-url-parameters): Quickly set up Fernand app links with pre-filled compose modals using simple URL parameters. Customize fields like to, cc, subject, and body. Ideal for integration with admin tools or leveraging Fernand's Custom data feature. - [Download the original raw email](https://help.getfernand.com/features/download-the-original-raw-email): Easily download original EML files with Fernand. View any incoming email, click on the channel email, and choose "Download EML file" to get the untouched email, complete with headers. - [Split a conversation](https://help.getfernand.com/features/split-a-conversation): Effortlessly manage unrelated customer requests by starting a new conversation from a specific message. Streamline communication and close old exchanges efficiently. - [Delete a specific message](https://help.getfernand.com/features/delete-a-specific-message): Easily delete incoming messages in Fernand by clicking the message source text. Confirm the deletion through a simple prompt, ensuring the message is fully removed from the system. ## Support widget - [Setting up the support widget](https://help.getfernand.com/features/support-widget/setting-up-the-support-widget): This articles describe in details how to properly setup your support widget, including live chat, and help articles on your app or website. - [Authenticating users](https://help.getfernand.com/features/support-widget/authenticating-users): By default, Fernand's widget doesn't know the identity of the users interacting in widget. If you are dealing with logged in users, you can pass the "user" parameter to authenticate them.Fernand('set', { user: { name: 'Richard', ... - [Unauthenticated users](https://help.getfernand.com/features/support-widget/unauthenticated-users): Our support widget supports handling unauthenticated users. This is important if you place our support widget on your landing page and want to allow visitors to - [Custom links icon reference](https://help.getfernand.com/features/support-widget/custom-links-icon-reference): We provide a handful of icons that you can use when adding custom links to your support widget - [Translations in the widget](https://help.getfernand.com/features/support-widget/translations-in-the-widget): Our widget is set to use English en strings by default. To use the default user language based on the browser preferences, you need to set the language: 'auto' parameter when initializing the widget.Our support widget comes with a few translations... - [Contact form custom fields](https://help.getfernand.com/features/support-widget/contact-form-custom-fields): You can customize the contact form in your support widget to add more fields and hide or set default values to the subject and message fields.Since setting up a custom contact form depends on user actions, you cannot set these extra fields by... - [Deep linking to articles from your app](https://help.getfernand.com/features/support-widget/deep-linking-to-articles-from-your-app): Keep your users in the flow by showing them the right help content exactly when and where they need it. With Fernand's deep linking feature, you can create contextual help that appears right within your app without sending users to external... - [Installing the widget on a React app](https://help.getfernand.com/features/support-widget/installing-the-widget-on-a-react-app): Easily integrate the Fernand widget into your React app with our step-by-step guide. Learn to create a dedicated component for widget initialization, configure appearance, and optimize performance. Perfect for client-side rendering with Next.js - [Write as an agent](https://help.getfernand.com/features/support-widget/write-as-an-agent): Enhance your team's communication with Fernand's widget. Send secure, team-authenticated messages effortlessly using hashed parameters. Customize conversations, protect privacy, and maintain authenticity with ease. Optimize your user engagement now! - [Adding the widget to Framer](https://help.getfernand.com/features/support-widget/adding-the-widget-to-framer): Integrate the Fernand support widget into your Framer site for seamless team chats. Use code overrides to control the widget's visibility from links. Set up easily with our guide. - [Installing the widget with Google Tag Manager](https://help.getfernand.com/features/support-widget/installing-the-widget-with-google-tag-manager): Easily integrate the Fernand support widget using Google Tag Manager. Streamline script management without altering production code, ensuring seamless deployment and user support. - [Installing the widget on your Fernand knowledge base](https://help.getfernand.com/features/knowledge-base/installing-the-widget-on-your-fernand-knowledge-base): Easily install the Fernand widget on your knowledge base in minutes without custom integration. Follow simple steps to configure and verify using your Fernand workspace settings. ## Account and Billing - [Signing in to Fernand](https://help.getfernand.com/account-and-billing/signing-in): Welcome to Fernand! To access all the features of our software, you'll need to sign in to your account. Here's how:Step-by-step guideGo to the Fernand homepage.Click on the 'Sign In' button, usually located at the top right corner of the page.Enter... - [Billing and payments](https://help.getfernand.com/account-and-billing/billing-and-payments): Understanding your billing and payment options is crucial to managing your account with us. Here's everything you need to know.How to view your billYou can view your bill at any time from your account dashboard. Simply log in to your account,... - [Account settings](https://help.getfernand.com/account-and-billing/account-settings): Your account settings are where you can manage all aspects of your account, from your personal information to your preferences. Here's a quick guide on how to navigate and update your account settings.Accessing your account settingsTo access your... - [Manage members and permissions](https://help.getfernand.com/account-and-billing/manage-members-and-permissions): Our software allows you to add members to your team and manage their permissions. Here's how you can do it:Adding membersTo add a new member to your team, go to the 'Team' section in your account settings. Click on 'Add Member', enter their email... ## Automation rules - [Rules](https://help.getfernand.com/features/automation-rules/rules): One of the most powerful features on Fernand is Rules. This super-charged tool allows users to route conversations or automate actions based on specific conditions. Rules can be found under Settings > Rules and can be triggered whenever a message or... - [Automatically closing inactive conversations after some time](https://help.getfernand.com/features/automation-rules/automatically-closing-inactive-conversations-after-some-time): Streamline your customer service workflow by automatically closing inactive conversations. This guide will show you how to set up a time-based rule in Fernand that closes conversations after a specified period of customer inactivity.Setting up the... - [Spam Score](https://help.getfernand.com/features/automation-rules/filtering-by-spam-score): Enhance email security with custom spam filters using SpamAssassin. Choose from Strict, Balanced, or Lenient levels to efficiently block spam and minimize false positives. ## Security and privacy - [Our commitment to privacy](https://help.getfernand.com/security-and-privacy/our-commitment-to-privacy): At our company, we take your privacy seriously. We are committed to protecting your personal information and using it in a manner that is consistent with your expectations and our legal obligations. Here's what you need to know about our approach to... - [How we process your data?](https://help.getfernand.com/security-and-privacy/how-we-process-your-data): We understand the importance of your personal data and are committed to processing it responsibly and in compliance with applicable data protection laws. Here's how we process your data:Collection of dataWe collect data that you provide to us... - [Data processing agreement](https://help.getfernand.com/security-and-privacy/data-processing-agreement): This Data Processing Agreement (DPA) complies with the EU's General Data Protection Regulation (GDPR). It forms part of the contract between the data controller and the data processor, and it lays out the responsibilities and obligations of the data... - [Warrant canary](https://help.getfernand.com/security-and-privacy/warrant-canary): In an effort to keep our community informed about legal and security issues, we hereby declare this Warrant Canary.DateThe current date is October 14th, 2023.Legitimate inquiriesAs of today, we have not received any:SubpoenasWarrantsNational... - [Report a vulnerability](https://help.getfernand.com/security-and-privacy/report-a-vulnerability): We acknowledge the importance of security researchers in helping keep our systems and our users safe. We encourage responsible disclosure of security vulnerabilities via our Vulnerability Reporting Policy.Guidelines for reportingWhen reporting a... ## Custom data - [Getting started with custom data](https://help.getfernand.com/features/custom-data/getting-started-with-custom-data): Kickstart your journey with custom data in Fernand. This comprehensive guide covers setup, features, and best practices for utilizing custom data effectively. - [Structuring your endpoint](https://help.getfernand.com/features/custom-data/structuring-your-endpoint): Learn how to effectively structure your endpoint to manage data retrieval and security. This guide covers best practices to integrate with custom data. - [Displaying your data using Liquid](https://help.getfernand.com/features/custom-data/displaying-your-data-using-liquid): Discover how to effectively display your custom data using Liquid templating in Fernand. Learn about retrieving, formatting, and presenting your data seamlessly - [Executing actions on your endpoint](https://help.getfernand.com/features/custom-data/executing-actions-on-your-endpoint): Execute actions from your custom data directly to your server via a simple click on Fernand - [Taking advantages of filters](https://help.getfernand.com/features/custom-data/taking-advantages-of-filters): Enhance custom data with filters: transform numbers, format prices, convert dates, and calculate relative timeframes for improved data interpretation. - [Text](https://help.getfernand.com/features/custom-data/text): Enhance your custom data experience in Fernand by mastering text elements. Explore how to format and style text for clear communication and engaging displays. - [Key/value pair](https://help.getfernand.com/features/custom-data/key-value-pair): Simplify data representation in Fernand by utilizing key/value pairs. Learn the best practices for structuring and displaying essential information clearly. - [List](https://help.getfernand.com/features/custom-data/list): Organize your data effectively using lists in Fernand. This guide covers both unordered and ordered lists, helping you present information in a clean and access - [Button](https://help.getfernand.com/features/custom-data/button): Add interactive elements to your custom data in Fernand with buttons. Discover how to implement buttons for actions, enhancing user engagement and experience. - [Spacer](https://help.getfernand.com/features/custom-data/spacer): Master the use of spacers in Fernand to improve layout and spacing in your custom data. - [Badge](https://help.getfernand.com/features/custom-data/badge): Learn how to use badges in Fernand to highlight important information within your custom data. - [Pill](https://help.getfernand.com/features/custom-data/pill): Discover the versatility of pill components in Fernand. Explore how to utilize pills for status indicators and other dynamic displays within your custom data. - [Card](https://help.getfernand.com/features/custom-data/card): Create visually appealing sections in your custom data with cards in Fernand. - [Tabs](https://help.getfernand.com/features/custom-data/tabs): Learn how to implement tabs in custom data with this guide. Create organized content sections with tab navigation using HTML structure and CSS classes. - [Collapsible](https://help.getfernand.com/features/custom-data/collapsible): Learn how to use collapsible components in custom data to create clean, organized accordion panels. Perfect for managing large amounts of information efficiently. - [Divider](https://help.getfernand.com/features/custom-data/divider): Use dividers to enhance the organization of your custom data in Fernand. - [Table](https://help.getfernand.com/features/custom-data/table): Present complex data clearly with tables in Fernand. Discover how to structure and style tables for optimal readability and data presentation. - [Form](https://help.getfernand.com/features/custom-data/form): Enhance user interaction with forms in Fernand. Explore how to create and manage forms for collecting data, ensuring a seamless user experience. ## Integrations - [Stripe integration](https://help.getfernand.com/integrations/stripe-integration): Connect Stripe with Fernand to sync billing data, enhance support with real-time subscription info, payment history, and AI-generated, context-aware replies. - [Linear integration](https://help.getfernand.com/integrations/linear-integration): Create and sync Linear issues to your customer conversations on Fernand. - [Lemon Squeezy integration](https://help.getfernand.com/integrations/lemon-squeezy-integration): Manage your Lemon Squeezy transactions directly within the context of support requests with Fernand - [Paddle Billing integration](https://help.getfernand.com/integrations/paddle-billing-integration): Using Paddle Billing? Manage transactions directly within the context of support requests with Fernand. - [Polar integration](https://help.getfernand.com/integrations/polar-integration): Seamlessly integrate Polar with Fernand to bring customer, product, and payment data into your support workflow. Built for SaaS teams looking to streamline supp - [GitHub integration](https://help.getfernand.com/integrations/github-integration): Connect your support inbox with your development workflow using GitHub integration. Create and link GitHub issues directly from conversations, keeping engineering and support in sync. - [Slack Connect integration](https://help.getfernand.com/integrations/slack-connect-integration): Simplify Slack Connect support with Fernand: unify customer messages, emails, and chats in one inbox for clear ownership, quick response, and seamless team collaboration. ## Reporting - [Mindful reporting](https://help.getfernand.com/features/reporting/mindful-reporting): Learn how to use support metrics mindfully. Discover why data tells only part of the story and how to build a more human-centered approach to reporting. ## Support - [Contact Fernand support](https://help.getfernand.com/support/contact-support): If you have questions, encounter any issues, or need help with using Fernand, we're here to help. There are several ways to get support:Email supportYou can email us anytime at support@getfernand.com. We will get back to you within one business... - [Enabling Fernand's bug tracking tool](https://help.getfernand.com/support/enabling-fernands-bug-tracking-tool): Enable Fernand's bug tracking tool with simple console commands to uncover issues. Debug safely with local storage, and download reports easily for efficient troubleshooting. ## Smart snippets - [Smart snippets](https://help.getfernand.com/features/smart-snippets/smart-snippets): Smart snippets are one of Fernand's powerful features, designed to supercharge your efficiency. Think of them as shortcuts to your most frequent actions. With just a few keystrokes, you can trigger various actions right from your conversation editor... - [Posting Slack notifications using smart snippets](https://help.getfernand.com/features/smart-snippets/posting-slack-notifications-using-smart-snippets): Fernand's smart snippet feature makes it easy to quickly communicate critical information to your team through Slack. By setting up an incoming webhook, you can automatically send important alerts and updates directly to a Slack channel of your... ## AI - [AI training](https://help.getfernand.com/features/artificial-intelligence/ai-training): Training your AI in Fernand helps you deliver smarter, faster support by letting the AI learn from your own content. Whether you want the AI to answer from your documentation, past conversations, or custom snippets, it all starts here.Where is your... - [Smart replies](https://help.getfernand.com/features/artificial-intelligence/smart-replies): Smart replies in Fernand help craft accurate responses quickly. Using GPT-4 and your AI training, it suggests context-aware replies that match your tone and company style. - [AI drafts](https://help.getfernand.com/features/artificial-intelligence/ai-drafts): Fernand's rules engine lets you automate your support workflows by pre-filling replies for your team using AI drafts, based on prompts you define. A powerful automation tool to improve customer support efficiency. - [AI chat agent](https://help.getfernand.com/features/artificial-intelligence/ai-chat-agent): Enhance your customer support with Fernand's AI chat agent - instantly handle common questions while keeping human support just a click away. Smart, friendly automation that works. ## API documentation - [API docs reference](https://help.getfernand.com/api-documentation/api-docs-reference): Explore Fernand API docs for authentication, endpoint details, quickstart guides, and developer resources to build and integrate smoothly with our platform.