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Advisors Using AgriSync
Easy guide to setting up your AgriSync advisor account.
Checklist for Getting Started
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. 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 U
Creating Internal Tickets There may be times when you want to use AgriSync to communicate with your colleagues or track an internal request. Your company's teams will show on the Contacts page, found on the bottom bar of your mobile app. They may also show on the Recent Contacts bar at the top of your Tickets page. Simply click on a contact to create a new ticket. !(https://storage.crisp.chat/users/helpdesk/website/405998be3aec6800/screen-shot-2019-03-21-at-1058_1vu0gea.
AgriSync Chrome Extension for Desktop
If you are on a live video session from your desktop, it could be helpful to share your computer screen with the person on the other end. Whether you are walking through something with a colleague or showing your customer something online, adding the AgriSync Chrome Extension will allow you to share your screen. Download the AgriSync Screenshare Chrome extension. !(https://storage.crisp.chat
Disable / Mute Text Notifications
Managing Text Message Notifications Advisors wishing to reduce their personal text message notifications to just the account verification code and invite to join a video call can do so by following the steps below Navigate to your AgriSync Web Dashboard. In the upper right corner click your company name this will reveal a dropdown menu. Click your name to switch to your account. !(https://storage.crisp.chat/users
Broadcast - Send Bulk Text, Video, & PDF Messages
New Version of Broadcast! With the new version of Broadcast, AgriSync Advisors with 'Manager-level' access can send bulk text messages via the web dashboard to a defined audience. The new version of Broadcast allows you to: Send bulk text messages from your VoiceHub number Define your audience via a CSV template file Include the link to a video or PDF Steps S
Reports & Downloading Ticket Data
AgriSync not only allows your team to see and solve issues, but it also enables you to track your team's time, customer feedback, and the types of issues they're working on. As an Advisor, you can download reports containing all of your ticket data. Additionally, you can filter the data you download by: Company Member Team Customer Month/Year Tags Downloading Reports From the Tickets tab of y