Start Guide

The Cuppa Method: Smarter Email Support

Cuppa is a modern email customer support platform designed for teams that prioritize efficiency and clarity. Built around Triage, Resolve, and Feedback, it helps you sort, prioritize, and take action on customer inquiries—without the chaos. Easy to adopt and effortless to use, Cuppa keeps teams organized, enables real-time collaboration, and ensures every conversation moves forward.

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Getting Started with Cuppa

This guide walks you through the essentials to set up Cuppa and maximize its potential.

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Setup Overview

1. Create an account
2. Set up inboxes
3. Invite team members
4. Learn Triage
5. Learn Resolve - Tickets

Step 1: Create Your Account

• Sign up with your email.
  • Currently we only support you creating an account with email.
• Answer a few quick questions to tailor Cuppa to your needs.

Once completed, your workspace is ready—welcome to the Cuppa family!

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Step 2: Connect Your Inbox

Bring all your emails into one place.

• Click Connect Inbox.
• Add your Google or Outlook accounts—or both.

Create an Inbox

Once connected, set up an inbox for customer conversations:

• Name your inbox (e.g., Gmail, Outlook).
• Enable Shared Inbox for team-wide access.

All incoming messages will land in Triage under your dedicated inbox, keeping everything structured from the start.

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Step 3: Invite Your Team

Cuppa works best when you're collaborating.

• Click Teams in the bottom-left sidebar.
• Invite teammates and assign roles for better workflow management.

Step 4: Triage – Organize and Assign Emails

Triage is where you sort, prioritize, and assign emails to the right team members.

• Assign tickets to relevant teammates.
• Discuss tickets internally before assigning.
• Add labels to track data and categorize ticket types.
• Create custom data properties to store key information.

Before working on a ticket, assign it to yourself or a teammate to ensure clear ownership and accountability.

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Step 5: Resolve – Working on Tickets

Once assigned, it’s time to resolve the issue:

• Reply directly to emails.
• Create tasks for complex issues.
• Collaborate internally to ensure the best response.

With Cuppa, everything stays organized, efficient, and transparent—so no ticket gets left behind.

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Get Started with Cuppa Today

Your inbox is ready—now put Cuppa to work! Start sorting, assigning, and resolving emails effortlessly.

Log in to Cuppa and manage your first ticket.

Cuppa makes support smarter, faster, and easier—let’s get started!