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Getting Started for Managers

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  • Getting Started for Advisors
  • Getting Started for Managers
  • Ticket Functionality
    Basic Ticket Functionality Advanced Ticket Functionality
  • Contact Management
  • Insights
  • Manage Team Settings
    Team Settings VoiceHub Settings Chat Settings EmailHub Settings WhatsApp
  • Manage Company Settings
  • Admin Page Settings
  • Integrations
  • Mobile App Functionality
  • Best Practices
  • Troubleshooting
  • FAQ's
+ More

Getting Started for Managers

  • What does it mean to be on a 'Team' in ExpertConnect?
  • Manager Checklist for Getting Started
  • Understanding User Roles within ExpertConnect
  • Setting Up Your User Profile
  • Setting a Default Team
  • Connect to your Org's Operations Center
  • Installing ExpertConnect as an App in Your Browser
  • Mobile App Permissions
  • Setting Automatic App Updates
  • Logging into your ExpertConnect Account
  • Browser and Computer Settings
  • How do I change my phone number registered with ExpertConnect?
  • Manage ExpertConnect Notifications
  • Answering Phone Calls
  • Ring Mobile App (VOIP) (Internet Calling) with ExpertConnect
  • Firewall & Secure Networks

Popular Articles

  1. Insights Dashboard
  2. Create A New Ticket
  3. External Advisors in your Organization
  4. Broadcast - Send Bulk Text, Video & PDF Messages
  5. Customer Ticket History Access Level
  6. Ring Last Advisor
  7. Adding / Inviting Additional Team Members (Advisors)
  8. Convert Tickets to Draft Work Orders in Service Delivery
  9. Answering Phone Calls
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