Guides

Step-by-step walkthroughs of tasks in the product, with screenshots and video. Filter by role.

Home, search, record headers and the workspaces.

The customer header, contacts and consent, services, KYC documents and key dates.

One request from submission through approval, fulfilment, billing start and customer notice to closure.

The approvals queue, approval conditions, leave and delegation.

Reply to WhatsApp and email, verify unknown senders and convert conversations to cases.

Declare an impact, link affected services, notify affected customers and clear it.

Answer WhatsApp calls in the browser, set your availability, and work missed calls as callbacks.

Availability by SLA class, at-risk and breached services, response and restoration, customer statements.

Published dashboards, figure periods and comparisons, contributing records and measure definitions.

Setup checklist, teams and queues, calendars, approval authority and automations.