Go to website

• Saving a Customer's Name for Caller ID

  Saving a Customer's Name for Caller ID If a customer does not have the AgriSync app, make sure you save their Caller ID within AgriSync so next time they call or text your team; you know who it is. There are two ways to save a customer's Caller ID in AgriSync: Within a Ticket By Sharing your VoiceHub number Within a Ticket on the Mobile App ![](https://storage.crisp.chat/users/helpFew readers

• Create a Ticket on the Web Dashboard

  Tickets are easy to create via the Web Dashboard. You can open a ticket by entering a customer's mobile number or by searching for an existing customer who you've previously interacted with on AgriSync. We've outlined each ticket type you can create on the Web Dashboard. Creating Tickets via the Web Dashboard From the Tickets tab of the Web Dashboard, you can click **Create TickFew readers

• Start a Live Video Session Within the Mobile App

  As an Advisor, you have the ability to begin a live video session with a customer or another advisor on the AgriSync mobile app. You can also start a live video session with someone who's never heard of AgriSync by simply inviting them through a text message to their mobile number. To gain a better understanding, check out this video tutorial or the step-by-step instructions that follow.Popular

• Adding a Photo or Video to a Ticket

  Once a ticket has been created, it is easy to open that ticket and add content such as a photo or video. Continue to the Next Section: Using the Web DashboardSome readers

• Using the Web Dashboard

  The AgriSync Web Dashboard is your one-stop-shop to managing customer interactions. Within the Web Dashboard, you can access your customer feedback rating, list of support tickets, contact information, and more. Check out the following video for more information. Feedback Each time you interact with a cuVery popular

• Using Video to Support Customers from a Desktop

  Using Video to Support Customers from the AgriSync Web Dashboard Below we will look at how you can support your customers using the AgriSync Web Dashboard by: 1. Inviting a Customer to a Video Session 2. Using the advisor features within the video session 3. Documenting notes while on a session Inviting a Customer to a Video Session Click Create Ticket. Ask yFew readers

• Closing a Ticket

  Closing a ticket within the mobile app After opening into a ticket, click the X in the upper-right corner or the Tags icon. After adding private notes or ticket tags, click Update and Close at the bottom to close the ticket. Closing a ticket on a computer using the Chrome browser AfterPopular