Getting Started With Apptivo Customer Support System
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The document provides an overview of the Apptivo Help Desk, including its features and key configuration settings for quick setup. It outlines the necessary steps to create an account, configure teams, and customize settings. Additionally, it emphasizes the integrated nature of Apptivo's business apps and the accessibility of its tools across various devices.
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Getting Started With Apptivo Customer Support System
- 1. Getting Started With Help Desk
- 2. Agenda 1. What is Apptivo Help Desk? 2. Features & Key Configuration Settings 3. Attack Plan for a Quick-Setup 4. Walk-Through of Configuring a New Company
- 3. What is Apptivo? Platform of 50+ integrated business apps Integrated collaboration, email & documents Mobile website & native apps for iOS & Android REST API for connections to outside tools
- 4. Access From Any Device Mobile Phone Desktop & Laptop Tablet Create, Collaborate, Review, and Approve on the Go.
- 5. Possible help desk flows End to End solutions Call Email Website Chat Create Case Communicate Update Case Resolved Work Order Project
- 6. Features & Key Settings
- 8. Minimal Steps to Get Started 1. Create Your Account & Add Users 2. Configure Teams & Email Account(s) 3. Customize Your Fields & Templates (if required) 4. Set Up Intake Methods & Portal (if required) 5. Add Customers & Start Using!
- 9. Setting Up Help Desk