Proactive Voice leverages the IVR to make outbound phone calls automatically. Depending on your reason for creating a Proactive Voice Campaign, a relevant message/recording is saved in your IVR via the Message and Menu node. The IVR is configured

Closed is checked by default, so uncheck the Closed box to allow emails to be sent on a particular day. Click Create Campaign . This will take you back to the Proactive Voice page where you'll find the Campaign you

REQUIRED USER ROLE  Administrator PERMISSION OVERVIEW View permissions by role Before you start Review the following information before you connect Recharge to Gladly. Make sure you have proper access to get your Recharge API key as this is required during

REQUIRED USER ROLE  Administrator PERMISSION OVERVIEW View permissions by role It is crucial to maintain the right balance between allowing Agents enough time to gather themselves between calls and ensuring that there is no unnecessary idle time between Customers. Administrators

SLA. Once done, you must forward emails from the email address you added to Gladly. Once the email address is linked to an Inbox, you can receive emails in Gladly. Go back to your email service and activate email forwarding

You will likely be simultaneously handling multiple messaging (chat, SMS, social Channels) sessions. Use the My Customers list to quickly switch between active Messaging Customers by monitoring the green dot indicators, which indicate a reply from the Customer. See My

Let's get you ready to start helping your Customers and start a lifelong Conversation and partnership with them. But before you do, ensure your Gladly user profile is current. Logging into Gladly via SSO If your company is using

This report will be sunsetted soon. Please transition to use the Contact Export (New) report. Use the Contact Export report to get detailed information about individual Contacts. Use this information to dig into underlying data and run your own analysis

If you do NOT turn off CSRF token generation, Agents won't be able to access the Magento orders through Gladly since the links will always be unique. If you're OK with this, it is not critical for the

We're fortunate to have the opportunity to continuously introduce features that not only surprise and delight but also improve how you create better and lasting relationships with your Customers. We can do this through the Innovation Partner Program. What

You could have one, two, or 50 campaigns all active simultaneously, but it doesn't mean they have equal priority on how each is triggered. This is where 'Order' can bring harmony to your Campaigns, along with 'Triggers.' How 'Order

REQUIRED USER ROLE  Administrator PERMISSION OVERVIEW View permissions by role Edit existing Priority Boost scenarios if you need to update its criteria and boost size options. Click on the top left corner of the screen. Click Settings . Under the Orchestration