Add existing Topics directly within your Guide to better understand why Customers are reaching out and to enable automation workflows for Conversations handled by Gladly. This gives your team better visibility into Contact drivers and ensures that Gladly-led Conversations

REQUIRED USER ROLE  Administrator PERMISSION OVERVIEW View permissions by role You can do many wonderful things with Rules, especially around automation. We collected examples to help you understand how to use Rules to simplify your workflows and processes. See What

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

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

Redo is a post-purchase platform for e-commerce brands, offering package protection, returns management, and shipping solutions. It helps brands turn returns into revenue by enabling exchanges, store credit, and streamlined return flows. The Redo Returns app brings return

REQUIRED USER ROLE  Administrator and Team Manager PERMISSION OVERVIEW View permissions by role Topics help you classify your Conversations, so it’s easy to identify your Customers’ issues. They not only make it easier to search through the many Conversations

This feature is currently in an Early Access phase If you're interested in learning more, contact Gladly Support. The Simulator lets you create automated test scenarios to verify that your Gladly Agent handles Customer Conversations as expected. Rather than

If Conversations are landing in an Inbox you did not intend, the most common cause is Rule sort order . Only the first Rule that assigns an Inbox will execute for a given Trigger. If a less restrictive Rule is sorted

Learn the basics of how the BigCommerce integration works. Who maintains the integration The BigCommerce integration is built and maintained by Gladly. Basic scope Gladly reads data from BigCommerce and writes data in the Customer Profile. It then displays the

REQUIRED USER ROLE  Administrator PERMISSION OVERVIEW View permissions by role Before you start Review the following information before you connect Corso to Gladly. This is a two-part configuration process that must be done in sequential order: Collect your Signing

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

Contact Gladly Support if you need help with Qualtrics.

Gladly AI integrates with Gorgias to automate customer support Conversations. This guide walks you through the steps required to connect your Gorgias instance to Gladly and configure the settings needed for Gladly to perform reliably. Gorgias requires any paid plan

Schedule a recurring report to be sent to your inbox. You can easily send the report to one or more email addresses. Single Sign-On Single Sign-On allows users to access Gladly using an SSO provider, like Okra or