You've decided it's time to get started! Follow the checklist below to configure your company's ExpertConnect account. Each item has a link to the corresponding help article to walk you through how to complete the task.

Company Account Management

• Create & Manage Teams in your Account.
• Invite your Advisors to join ExpertConnect.
• Import customer contacts via CSV upload or from your mobile address book
• Understand Roles in ExpertConnect.
• Promote ExpertConnect to your Customers.
• Create Custom Ticket Tags.
• When needed, learn how to Remove an Advisor from your Company Account.

VoiceHub Management

• If you have an existing call tree system, set-up Call Forwarding into your VoiceHub number.
• If you have an existing support number, consider porting into ExpertConnect.
• Set a Ring Schedule for your VoiceHub number to determine when team members are available to answer VoiceHub calls.
• If desired, create a customized Call Tree to direct customers to the right Advisor/s based on their issue.
• Enable the Ring Last Advisor logic if you'd like to automatically route calls from customers to the Advisor that is assigned to their open ticket.
• Record Customized Greetings for each VoiceHub number.
• If you haven't already, Share your VoiceHub Number!

Other Managing-Level Tools

• Import Contacts into ExpertConnect and Segment your Contacts in categories that you define.
• Learn how to utilize the Insights Interactive Dashboard.
• Learn how to send Broadcast Bulk Text Messages.