David Falkenberg
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Activity overview
Latest activity by David Falkenberg-
David Falkenberg created an article,
Where a User's Roles Came From
When a user can see something they shouldn't - or can't see something they should - the question is always the same: where did that role come from? A role can arrive in one of three ways in CloudR...
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David Falkenberg created an article,
Automatically Revoking Roles When a PSA Type Changes
By default, CloudRadial UCP never takes a role away because of something that changed in your PSA. If a contact's type changes, the roles that type gave them stay. There is a setting that changes ...
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David Falkenberg created an article,
Controlling Ticket Visibility From a Type Mapping
A user's role normally decides how many tickets they can see - their own, their site's, or the whole company's. A type mapping can override that, and can also restrict which boards and which ticke...
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David Falkenberg created an article,
Migrating to CloudRadial ChatAI
Migrating to CloudRadial ChatAIWork through the steps in order. The Teams consent and the app update in Step 4 must both be complete before we can finish the switch — doing one without the other le...
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David Falkenberg created an article,
CloudRadial Chat AI The Admin Experience
In CloudRadial ChatAI the person running the show is you, the MSP admin. This is a short tour of the admin portal, the web app where you configure channels, connect your PSA, watch the queue and ma...
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David Falkenberg created an article,
CloudRadial ChatAI The Technician Experience
This is CloudRadial ChatAI from the technician's side — what your team sees and does from the moment a Live Chat arrives to the moment the ticket is updated and the chat ends. Technicians do not le...
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David Falkenberg created an article,
CloudRadial ChatAI Client User Experience
This is CloudRadial ChatAI from the end user's side — what the person at your client's business sees and does when they need help. Setup for each channel lives in its own article, linked at the end...
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David Falkenberg created an article,
CloudRadial ChatAI Overview
Welcome to CloudRadial ChatAI! This article is the front door to the rest of the Overview section: what ChatAI is, how a conversation travels from a client's first message to a ticket in your PSA, ...
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David Falkenberg created an article,
Moving from a Legacy Theme to CloudRadial Fluent
If your portal is on one of the older themes — Default, Dark, White, Steel or either Teams theme — moving to CloudRadial Fluent is a single setting. The change itself takes a minute. What it chang...
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David Falkenberg created an article,
Logos and Images Across the Portal
OverviewThe CloudRadial Unified Client Portal (UCP) has several image slots, and each one appears on a different background. A logo that looks right in one slot can be invisible in another — not be...