Tactful Knowledge Base

👋 Welcome to the Tactful Knowledge Base

Your guide to getting the most out of Tactful Engage — the unified platform for managing customer conversations across every channel. Browse the product features to learn how each part of the app works, or check the release notes to see what's new.

📚 Product Features

How each part of Tactful works — organized to mirror the app, with step-by-step guidance and screenshots. Start here: Product Features.

  • Home — your dashboard at a glance

  • Supervisor Hub — monitor and manage your team

  • Service Desk — inbox, ticketing, FAQs & contacts

  • AI Agents — knowledge bases, tools, skills & agents

  • Setup — channels, custom fields, languages & configuration

  • Organization — workspace, team & billing

🚀 Release Notes

What's new in Tactful — new features, improvements, and fixes, newest first. See all: Release Notes.

  • 2 August 2026 — rich product recommendations, grouped inbox filters & a simpler Subscription page

  • 19 July 2026 — plan-aware channel management, richer AI-agent knowledge sources & inbox fixes

  • 15 July 2026 — Custom ticket fields (schema builder, validation & dependent fields)

  • 8 July 2026 — Knowledge Bases become Sources, Smart Config & Shopify catalogs

  • 5 July 2026 — WhatsApp send-failure clarity, story mentions & cleaner contacts

  • 28 June 2026 — navigation refresh & messaging reliability

  • 1 June 2026 — built-in reporting & richer messaging

  • 18 May 2026 — AI Agents launch

  • 17 March 2026 — Advanced Ticketing

💡 New to Tactful? Start with Home for the lay of the land, then dive into the area you use most. Feature availability depends on your plan.