Work in Gladly (By Role)

The Work on Gladly (By Role) category provides tailored guidance explicitly designed for specific roles assigned to Gladly users. We understand that each role has distinct responsibilities and workflows, and these guides are crafted to help you maximize your efficiency in Gladly.

What you’ll find here

Role-Specific Workflows

Detailed instructions customized for your specific job function

Best Practice Recommendations: Expert tips to optimize your daily operations

Targeted Feature Guides: In-depth explanations of Gladly tools most relevant to your role

Productivity Insights: Strategies to streamline your work processes

Roles covered

This section details typical activities in Gladly for roles like:

  • Agents

  • Answer Administrators

  • Team Managers

  • Administrators and Compliance Administrators

  • Analysts

Locate your specific role in the category section and review typical activities and actions in Gladly.