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• 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, typiFew readers

• Adding 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 theFew 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 IDSome 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

• Start a Live Video Session Within the Mobile App

  Live Video Sessions AgriSync Advisors have the ability to invite their customers or colleagues into a live video session via the mobile app or web dashboard. If they don't have the AgriSync mobile app, no worries! You can invite them with a simple text message, no app required! Please Note: If at any point while using the AgriSync mobile app, adding video results in a black screen and no video communication; we recommend deleting the AgriSPopular

• Attaching Content to a Ticket

  Attaching Media to a Ticket Once a ticket has been created, it is easy to open that ticket and add content such as a photo, video, or PDF. Click on the 'Paperclip' icon in the messages bar and select the media you want to attach. If your customers don't have the mobile app, they will receive your media in the form of a text message.Some readers

• Video Calls via Computer / Web Dashboard

  Start a Video Call from the Web Dashboard Advisors can initiate video calls through either their AgriSync mobile app or from the web dashboard. The following video shows how Advisors can start a video call, a customer can join via text message, and a third party can also join the call.Some 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.Popular