"type" == ORDER: The "order" associated with the Conversation in Gladly Sidekick will be the first "orderId" that matches the order ID the customer is inquiring about Note that If no orderId matches, Gladly Sidekick can ask the customer for

REQUIRED USER ROLE  Administrator PERMISSION OVERVIEW View permissions by role Gladly automatically saves a new version each time you save changes to an App Action. This gives you a full history of changes and the ability to restore a previous

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

Errors such as " What does ‘We detected the contents of this message may violate carrier acceptable use policies’ when sending a text mean? ," "Delivery Failed," and "An unknown error occurred" may be caused by not meeting  messaging policy requirements related

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

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

The Answers Panel is where you can quickly open and find the Answer that you need without leaving an active Conversation. You can open the Answers Panel by doing the following: Click on the top right corner of the Conversation

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

Except for the recipient’s name, Proactive Email Campaign messages are general, and contents cannot be personalized fo each recipient.

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

If the Conversation won't load because of the error "the conversation history could not be loaded," this is typically caused by an intermittent or unstable internet connection . If you're working from home and have other devices streaming (Netflix

If a Proactive Email Campaign recipient responds to an Email Campaign, their response is created as a new email message and routed to the Inbox linked to the email address used for the Proactive Email Campaign. The message is then

Rules to determine which pages the Campaign appears on, and keep in mind that Campaign Triggers could override Chat Display Rules. For example, Campaign Triggers will ignore the Chat Display Rules if a Campaign is set to appear on a