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• What does it mean to be on 'Team' in AgriSync?

  What does it mean to be on a 'Team' in AgriSync? As an Advisor in AgriSync, you will be placed on one or more teams in your company's account. This allows you to collaborate with other members of that team and have visibility to all the team's tickets. Every team in your company's account will have its own VoiceHub phone number that can be shared with customers or integrated into an existing phone system. If you are on multiple teams in your account, you'll be asked to select a default teamFew readers

• Advisor Checklist for Getting Started

  Getting Started Checklist for Advisors You've recently joined AgriSync and are ready to hit the ground running. Follow the checklist below to go from Beginner to Expert in no time. Each item has a link to the corresponding help article to walk you through how to complete the task. You can also download the Getting Started Guide PDF(https://www.agrisync.com/hubfs/Customer%20Resources/Training%20and%20Onboarding/Getting%20Started%20Guides/AgriSync%20Advisor%20Guide%20to%20Getting%20Started.pVery popular

• User Profile Settings

  User Profile Settings Every Advisor has a User Profile that they can access from their Web Dashboard. To Access your User Profile: Login to the Web Dashboard Click on the top right dropdown Click User Profile From the User Profile, you can: Add a profile photo (encouraged) Add a secondary desk phone (extension option) Updated your contact information Customize which devices you want to ring for incoming VoiceHub calls Disable SMS notification - we will only sendFew readers

• Viewing & Editing Tickets on the Web Dashboard

  You can view the details of any support ticket by clicking into it on the web dashboard. From here, you can update the different ticket fields, start a phone or video call, send a text message and much more. Here's a quick video overview of the ticket details page.Few readers

• Creating a New Contact & Saving Caller ID

  Creating a New Contact & Saving Caller ID There are several ways to save team contacts in your AgriSync account for caller ID purposes, to view customers' ticket history, and to be able to create a ticket on behalf of your customers. You can create a new contact the following ways: Within an existing AgriSync ticket From your phone's address book From the Contacts page on the web dashboard Watch the following video to learn more: ${youtube}[Creating a New Contact & Saving Caller IDPopular

• Creating A New Ticket

  Creating a New AgriSync Ticket AgriSync will automatically create a new ticket anytime a customer calls, texts, or submits a ticket to your team. However, we know there are still times when you need to create a ticket on behalf of a customer - perhaps to initiate a text from your VoiceHub number or if a customer calls your personal phone and you'd like to track the issue. Via the AgriSync mobile app, you can create a new ticket by clicking the (+) button the top right-hand corner, typiSome readers

• Create a Ticket on the Web Dashboard

  Open a New Ticket via the Web Dashboard From the Tickets tab of the Web Dashboard, you can click Create Ticket to open a new ticket with a customer, internal employee, or external team. Start by entering the phone number or searching for a name in the search box. Ticket types include: Video Call, Outbound VoiceHub Call, and Ticket only. Video Call: By clicking 'Video Call', we'll send a text message to the other party inviting them to connect via video. They'll simply tap the linSome readers

• Leaving Private Notes within a Ticket

  Leaving Private Notes within a Ticket It's important to know the difference between private and public communication within an AgriSync ticket. To leave a Private Note within a ticket, for your internal team's viewing only, click the Lock button when you create a message. Private notes allow you to leave details within a ticket that the customer will not be able to view but will help your team members understand the issue better, especially if you will be re-assigning the tSome readers

• Tracking Time in AgriSync

  Tracking Time in AgriSync AgriSync will manually track phone and video call time durations within a ticket. Advisors can also manually track their time within an AgriSync ticket to record activities that didn't automatically track, such as a phone call into your personal phone or a visit out to the farm. You can add manual time in the Timer section of a ticket. The total time tracked in a ticket will be available when you Download Ticket Reports(https://help.agrisync.com/en-us/article/repFew readers

• Job Codes

  Whether your organization has existing job codes or you simply want to categorize the types of tracked events for customers, you can now do so on any ticket. How to Create Your First Job Code To create your first job code, you'll want to go to a ticket that has a tracked event (phone call, video call, manual timed session). From the Time Tracking section of a ticket, click on the edit button below job codes. Once you start typing a job code, you'll have the option add it as a new Job CoFew readers

• Closing and Archiving Tickets

  Closing and Archiving Tickets It is important to close tickets once they are resolved to keep your tickets page organized & updated. Once a ticket has been closed, you can choose to archive it to pull it out of your tickets page on the mobile app. Archived tickets have a dedicated tab on the web dashboard so that you can easily go back and find them. Make sure to decide amongst your team how often you'd like to archive tickets.Very popular

• Customer Ticket History

  Customer Ticket History Within an AgriSync ticket, you can now easily view a customer's previous ticket history. This can be done both via the mobile app and web dashboard. From the Mobile App Click into an existing customer ticket Click into the Details tab Click on Customer History at the bottom-left corner From the Web Dashboard Click into an existing customer ticket & view the history next to their name in tFew readers

• Ticket Bulk Actions

  Ticket Bulk Actions From the Tickets page on the web dashboard, any Manager can bulk close or bulk archive tickets. Archiving old tickets is a best practice for keeping your Tickets page clean and updated with the most recent tickets. Archiving a ticket simply removes it from the Tickets page but keeps the data of the ticket. Archived tickets will go in a separate Archived section that you can still access on the web dashboard. How to Bulk Close/Archive:Few readers

• Merge Tickets

  Merge Tickets If you have two tickets with a customer related to the same issue, you can now merge the two together into one ticket. This action can only be done via the web dashboard. From within the AgriSync ticket you'd like to keep, click on the Customer History icon to easily view your customer's list of other tickets in AgriSync. Click the Merge button in the top-right corner and type in the Ticket ID of the ticket you'd like to merge. ![](https://storage.crisp.chat/Few readers

• Reports & Downloading Ticket Data

  Reports & Dowloading Ticket Data AgriSync not only allows your team to see and solve issues, but also allows you to track your team's time, customer feedback, and the types of issues you're solving. As an Advisor, you can download Excel reports containing your ticket data. Additionally, you can filter the data by the following: Advisor Customer Month/Year Ticket Tags Steps: Login to the web dashboard Under the 'Tickets' page, click the 'Reporting' button Filter thePopular

• Answer calls on my desk phone

  Ring a Secondary Desk Phone In addition to receiving calls on your mobile device, you can also have VoiceHub calls ring through your desk phone or a secondary cell phone. To add a secondary phone number on your account, login to the web dashboard and click the dropdown next to your name in the top-right corner. You can also select to only receive calls via Web or your Desk Phone. Click on User Profile Enter your dFew readers