Welcome to Sagely
Sagely is a helpdesk built for agencies and freelancers. It gives you a single workspace to manage support work across all your clients — tickets, email, Slack messages, files, and reports, all in one place.
What you'll find in these docs
Getting Started — Set up your account, add your first client, and understand the dashboard
Managing Clients — Add clients, configure their portal, manage retainers, and archive when needed
Tickets — Create and manage support tickets, use the Kanban board, and apply templates
Requests — Manage incoming client requests submitted through the client portal
Inbox — View and reply to email and Slack messages in a unified feed
Client Portal — Share a secure portal where clients can view tickets and submit requests
File Vault — Store, organize, and manage files for your agency
Reports — Analyze ticket volume, team performance, time, and channel activity
Response Templates — Build a library of pre-written replies for your team
Team Management — Invite team members, assign roles, and manage access
Settings — Configure ticket types, email domain, Slack, and your profile
Billing — Manage your subscription, usage, and payment details
New to Sagely? Start with Your First Day for a guided walkthrough.
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