Self-Guided Implementation Overview

Gladly offers a suite of implementation packages to fit your needs based on the complexity of your implementation. These packages are specifically designed to arm you with knowledge of Gladly best practices so that you can launch Gladly as efficiently and smoothly as possible.

About the Self-Guided Implementation Package

This Package is designed for you to launch at your own pace, using Help Docs and Gladly Academy resources at your disposal.

We recommended this Package for

Contact centers with fewer than 10 Agents.
Customers with only one contact center location.
Contact center located in the U.S. or Canada.

Check your billing start date
Make sure you verify your billing start date to know when billing commences! This is typically four weeks post-signature.
Keep in mind that any services add-ons you purchase as part of this package must be used within four weeks of signature.

What's in the Package

Full control over the speed of implementation

How fast you implement Gladly is up to you. While most of the configuration is self-serviceable, some (like porting phone numbers) will require help from our implementation team.

Note that any Services add-ons purchased must be used within four weeks of signature or before the official "Start Date" listed on your contract.

Support

Although meetings and 1:1 support are not included as a part of the Self-Guided Implementation Package, you'll have access to our self-service help information in Help Docs and Gladly Academy and our Gladly Support team if you ever need more help.

Resources

You'll have full access to Support resources after you go live. You'll also have access to all community events like webinars, live training, and Gladly Academy content.

Change Requests

At any point, you (the Customer) or Gladly may submit a formal Change Request. If both parties agree to the described change, both parties must sign off on the Change Request. You can start a Change Request by contacting Gladly Support.

High-level implementation process description

Within two business days of signing the Gladly Order Form (OF), Gladly Support will send you an email containing:
1. A login to your very own Gladly production instance.
2. A link to the Gladly Academy Self-Guided course with instructions on how to access the course.
If you purchased a porting add-on, you may submit porting requests for up to five U.S. or Canadian phone numbers, Gladly Support will request for you to confirm the numbers you need ported. You,’ll need to complete the Letter of Authorization form and provide Glaldly Support the latest copy of your phone bill proving ownership of the number.
If you purchased a conversation item data import add-on, Gladly Support will request for you to add a Gladly team member to your existing CX platform.

You must complete the Gladly Academy Self-Guided Implementation course
It’s important that you complete the Gladly Academy Self-Guided course so it shows 100% as this informs Gladly you are ready to go live.

Recommended Personnel

Staff with access to network infrastructure systems including, but not limited to your voice network, email servers, and knowledge base content.
Customer service team members for content configuration, testing, and training.
Adequate resources for go-live activities.

Implementation Materials and Resources

Gladly Academy for step-by-step instructions on how to set up Gladly.
- The Gladly Academy is also a formal training and learning platform to help you get the most out of Gladly.
- Have your Agents, Team Managers, and Gladly Administrators complete their Gladly training certifications.
Gladly Implementation Help Docs for additional resources on how to set up Gladly.
Gladly Help & Documentation to learn about Gladly features.
Work with Gladly Support on any port add-ons purchased.

Project Scope

You're not alone on your implementation journey. To ensure a successful implementation, it’s important to understand what you (the Customer) will complete and what steps Gladly will own.

Gladly will

GLADLY ENVIRONMENT – Provision you a production Gladly environment
SMS – Assist you in setting up SMS entry point in Gladly and purchase number(s).
VOICE – Assist you in setting up Voice entry point in Gladly and purchase number(s).
US AND CA VOICE / SMS PORT – If you purchased porting add-on and need to port up to 5 U.S. or C.A. number(s), Gladly will file porting LOA on behalf of you (the Customer) and inform you of porting date and status where applicable.
CONVERSATION ITEM DATA IMPORT – If you purchased a conversation item data import add-on, Gladly will import an export that you provide. Acceptable formats are documented here.

You (the Customer) will

Configure basic network and device requirements

NETWORK – Allowlist Gladly I.P.s and services and verify user networks meet Gladly specifications.
HARDWARE AND SOFTWARE – Verify users are accessing Gladly via a supported Google Chrome browser and O.S., and user computers meet Gladly specs.

Configure Gladly Channels

VOICE – If implementing Gladly Voice:
- Use real-time web communications ("webRTC") and coordinate with your carrier to forward calls to a Gladly number for launch.
- If you are using virtual desktop infrastructure ("VDI") on User machines, configure agent machines to support browser redirection in order to enable the delivery of voice over webRTC.
- If purchasing a porting add-on, sign porting documents and ensure fields are correctly filled in prior to sending porting request to [email protected].
- Configure Gladly IVR (e.g., specifying business hours and holiday dates).
EMAIL – If implementing Gladly Email:
- Configure Domain Keys Identified Mail ("DKIM") and Sender Policy Framework ("SPF") records to enable Gladly outbound email.
- Upon launch, begin forwarding in-scope email messages to Gladly.
- If you are using a Contact Us form on-site, you will send such communications via email to Gladly and preserve the Reply-To header as the client's email address.
Chat (Chat) – If implementing Gladly Chat, configure and embed Gladly JavaScript Chat code on your website.
SOCIAL CHANNELS – If implementing Facebook Messenger, set up connection(s). If implementing , set up connection(s). If implementing Instagram, set up connection(s).

Configure Gladly content and integrations

HELP CENTER – If implementing Gladly Help Center
- Create Gladly Public Answers to power Help Center articles.
- Configure and embed Gladly Help Center JavaScript snippet on a static page on the website and further style using CSS if desired.
INTEGRATIONS – If connecting Gladly to external out-of-the-box systems, set up connection(s).
WORKFLOW – Configure Gladly Rules, Inboxes, People Match, Answers, Topics and other settings as desired.
CONVERSATION ITEM DATA IMPORT – If purchasing a conversation item data import add-on:
- Email [email protected] when you are ready to start the data import.
- Provide a valid data export to the repository provided by the implementations team.

Test and launch Gladly

TRAINING – Setup agent accounts on Gladly and take the appropriate training courses on Gladly Gladly Academy.
TEST AND LAUNCH – Conduct production testing and go-live activities.

Do note that you are not required to implement everything stated above. For example, if you are not using Facebook Messaging as a Channel or are not planning to utilize Help Center, you may skip configuring those settings.

This Self-Guided Implementation Package summary describes the scope of the Package purchased by you (the Customer) pursuant to the terms shown on the Order Form (OF) and your Master Subscription Services Agreement. This package also describes the requirements and roles required to ensure a successful implementation of Gladly.