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  • Getting Started for Advisors
  • Getting Started for Managers
  • Ticket Functionality
    Basic Ticket Functionality Advanced Ticket Functionality
  • Contact Management
  • Insights
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Integrations

  • Integrate with ExpertConnect via API
  • Salesforce Integration
  • WhatsApp Business Application Process
  • PoPS and ExpertConnect
  • eMD and ExpertConnect
  • Integrate with Owner Support Pages on Shop
  • Customer Success in ExpertConnect

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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