Documentation
ITSM Engine's documentation is Markdown, kept with the code and changed in the same pull requests. The guides, admin, integration and self-hosting pages are also built into the app, under Help, for the version you run.
Using it
- Using the desk: the inbox, cases, replies, new cases for calls and walk-ins, accounts and contacts, canned replies, approvals and reports.
- Plugins for agents: incidents, major incidents, problems, changes, problem reviews, the CAB, services, Access Management, the status page and Software Development.
Setting it up
- Settings for admins: the organization and its units, the team, brands, forms, portals, automations, service levels, satisfaction surveys, privacy, the audit log and plugins.
Integrations
- Integrations: API tokens and the REST API (endpoints described at
/api/docs), webhooks, form submissions, the MCP server for AI assistants, and building a plugin.
Running it
- Self-hosting:
- system requirements;
- Standard and Scale, the two ways to deploy;
- installing;
- the setup wizard;
- configuration;
- backups;
- upgrades;
- load testing and benchmarks;
- troubleshooting.