Is there an overview of the Reporting section?

Welcome to our new and improved Reporting and Analytics! This article will outline how to use the latest Reporting Dashboard. Here, you will find how to locate tools and functions with screenshots and full explanations. If you would like to schedule training for your staff, please reach out to Jared Brown [email protected] [...]

Is there a guided tour of the workspace?

To access our setup guide to help you get familiar with our program, please click on the Admin tab - Getting Started - Setup Guide src="https://cdn.livehelpnow.net/clients/1/kb/screenshot_4_8f3504a3-8aba-435c-b59a-62dde03d20b9.png" id="d4f186af-f33d-4c02-9620-779f86d67e92" alt="screenshot_4" width="40%" height="40" data-image="d4f186af-f33d-4c02-9620-779f86d67e92 [...]

Is there an overview of the admin panel?

Welcome to the new and improved Admin panel This article will outline how to use the latest version of the Admin panel. Here, you will find how to locate tools and functions with screenshots and full explanations. If you would like to schedule training for your staff, please reach out to Jared Brown [email protected] As you can see, we have upgraded the look and feel: [...]

I am new to the agent workspace, is there an overview?

Welcome to the new and improved Agent workspace! This article will outline how to use the latest agent workspace. Here, you will find how to locate tools and functions with screenshots and full explanations. If you would like to schedule training for your staff, please reach out to Jared Brown [email protected] Getting started: Once you log into the workspace, you will see we have given it a [...]

How can I restrict my agent's filters?

To set restrictions on agents filters so your team cannot create additional filters other than the appointed ones created by the admin: 1. Please go to Admin panel - System setup - Account settings. src="https://cdn.livehelpnow.net/clients/1/kb/filteraccountwide_25988ad0-ca9b-4768-b33d-21a2231e406c.png" id="c0c4075a-ebe9-4e4f-9937-948ed0780bfe" alt="filteraccountwide" width="1075" height="376" [...]