Create and set up a product
Create a product, start its setup, and see what Cactus does while the first build runs.
Create a product
Only a teamspace owner can create a product. If you aren’t an owner, ask one to create it. For team invitations and membership, see Join and manage your teamspace.
On New product, enter a name in Name.
On New product, select Create product. Cactus selects the new product and opens Home.
Product names can be up to 80 characters. To create another product, repeat these steps on New product.
Product setup states
It reads your code.
Cactus reads the product's code.
It writes your help center.
Cactus writes Help Center pages for the product.
It answers your customers in your Messenger.
Cactus answers customer questions through Messenger.
It hands what it can’t answer to your team.
Cactus hands unanswered questions to your team.
Set up your product
Onboarding takes you through connecting code and confirming your product brand, then reviewing your current Help Center and Intercom together, choosing where Handoffs go, and starting the product map. For repository connection steps, see Connect repositories and product sources.
Choose current support
In Where your support lives today, choose a listed Help Center, or select We don't have one.
If It's elsewhere appears, select it.
If your Help Center is elsewhere, enter its URL in the field.
If Intercom is offered and isn't connected, select Connect Intercom.
In Where your support lives today, select Continue. Cactus records the Help Center and Intercom choices together.
For help importing existing content and support conversations, see Import existing help and support knowledge. The Handoffs step records a connected Slack or Discord destination, or that you skipped it. The product map starts later, after Handoffs; it needs at least one linked repository and requests a full map. Starting the map doesn't complete onboarding. In onboarding, select Complete onboarding when you're ready.
During the first build
While the first build runs, Home shows a dismissible How Cactus works panel. It disappears when the first build finishes, and dismissing it keeps it from returning.
Change conversation translation
On Home during that explanation, switch Translate conversations on to enable it. Cactus saves the same preference as Settings › Languages. When enabled, conversations are translated for your team and translated replies are sent in the customer's language.
Home setup links
Set up Messenger
On Home during the first-build explanation, select Set up the Messenger. For installation and appearance, see Install and customize Messenger.
Open Handoffs
On Home during the first-build explanation, select Handoffs to open its setup. For connecting a team channel, see Connect Slack or Connect Discord.
Open language settings
On Home during the first-build explanation, select Languages to open language settings. For language preferences, see Set team language and conversation translation.
Manage products
Use Settings › General to rename this product, rebuild it from scratch, or delete it. Rebuilding and deleting require an owner. For team membership and invitations, see Join and manage your teamspace.
Rename the product
In Settings › General, change Name.
In Settings › General, select Save. Cactus saves the new name.
Product names can be up to 80 characters.
Rebuild from scratch
In Settings › General, select Rebuild from scratch.
In the confirmation dialog, enter the exact product name in Type the product name to confirm.
Cactus stops a current run, removes the product knowledge and code index it derived, then builds again from linked repositories.
Delete the product
In Settings › General, select Delete this product.
In the confirmation dialog, enter the exact product name in Type the product name to confirm.
Cactus removes the product from your teamspace.