Getting Started with the Free Bot

This guide will walk you through setting up a fully working Help Buddy ticketing system from scratch. The steps build on each other, and the whole process takes about ten (10) minutes.

Step 1: Add Help Buddy

Click the Get Started Free button on the Help Buddy website. You will see a standard Discord authorization prompt. Grant all the requested permissions.

Once authorized, you will automatically land on your server dashboard. If you manage more than one server, select the one you want to set up from the list.

Step 2: Decide Who Answers Tickets

Open the Permissions tab. You will see two different role lists.

Add at least one role to the Staff Roles list now. If you do not, only you will be able to see new tickets when they open.

Step 3: Create Tiers and Categories

Open the Tiers & Cats tab. These are the two main building blocks of your setup.

• Tier: A main support area with its own routing, transcripts, and Staff
• Category: The high level classification (subject) of a ticket - members select this from a panel dropdown

Step 4: Configure Where Tickets Are Created

Open the Routing tab and select the Discord category where new tickets should appear and do the same for closed tickets should be moved. This setting applies to the whole tier, but you can override these targets for a specific category if needed.

Step 5: Set Transcript Channel

Open the Transcripts tab and choose a channel where closed ticket logs will be saved. This is set per tier.

Step 6: Deploy a Panel

On the Panels tab, click the button to deploy a new panel. Set the Discord channel in which to post the panel, attach the categories the panel should use, and click the button at the bottom of the page to send your new panel to Discord.

Step 7: Test

Create a ticket and check the following things to verify your new ticket flow works as intended:

• The channel was created in the correct category.
• A welcome message appears in the created private ticket channel.
• Your designated Admin and Staff roles can see this channel.

Once all this is verified, use /ticket close or click the Close button inside the channel. Check that the transcript arrives in the channel set up above.

Bot Permission Checklist

If any part of this process does not seem to be working correctly, and you make sure all configuration is set as required, the bot may have a permissions issue. The following table details the specific permissions Help Buddy requires with an explanation as to why that specific permission is required.