You've recently joined AgriSync and are ready to hit the ground running. Please consult the Getting Started Checklist outlined below to get up-and-running in no time.

You can download a PDF version of the Getting Started Checklist

Getting Started Checklist
Please go through the checklist below. Each item has a link to the corresponding help article to walk you
through how to complete the task.

Advisors Using AgriSync
Follow the checklist below to go from Beginner to Expert in no time

Advisor Account Setup
Add Profile Photo
Update Personal Account Info
Understand the role of Internal Tickets
Enable the AgriSync Chrome Extension for Desktop
Disable / Mute Text Notifications if desired
Learn how to send Proactive Video Messages with Broadcast Alerts
Learn to use Reports & Downloading Ticket Data

Managing Tickets
Create a Ticket via the Web App
Create a Ticket via the Mobile App
Add Private Notes & Reassign a Ticket
Close a Ticket

Video Call via Mobile App
Start a Video Call on the Mobile App
Capture a Still Image During Video Call
Swap presenters
Swap cameras
Invite a third party to join the video call

Video Call via Web Dashboard
Start a Video Call from the Web Dashboard
Capture a still image during a video call
Add a third party
Share your screen
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