Onboarding and Training
- Assist new customers in setting up their accounts, configuring settings, and integrating with other tools.
- Help users discover and learn about features that are relevant to their needs and use cases.
- Offer access to training materials, tutorials, and knowledge base articles to facilitate product adoption.
- Provide guidance on customization options available within the software, such as custom fields, workflows, and branding options.
Support and Troubleshooting
- Assist users in diagnosing and resolving common issues or errors encountered while using the software.
- Interpret error messages and provide suggestions for resolving errors or escalating issues to support teams.
- Guide users through the process of upgrading or downgrading their subscription plans, adjusting features and pricing accordingly.
- Assist users in integrating the software with other tools and platforms, providing step-by-step guidance and troubleshooting tips.
- Offering remote desktop assistance for resolving technical issues and providing hands-on support.