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Advisors Using AgriSync
Easy guide to setting up your AgriSync advisor account.
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 download a PDF version of the Getting Started Checklist.
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 on you mobile app Navigate to your AgriSync Web Dashboard. Click on your company name in the right-hand corner. Again, in the upper right-hand corner press on your profile picture and click manage account Click the toggle next to Disable SMS to mute no
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
Call from VoiceHub via the Mobile App
From the AgriSync mobile app, you can place a phone call within an existing support ticket or start a new ticket through a phone call. Create a tracked phone call If you'd like to track an outgoing phone call within AgriSync, simply open your AgriSync app and click on the '+' icon in the top right. Enter the person's phone number or search for them by name. Tap Connect Now and then choose 1 or 2 options. Call from Cell: which w