ServiceAI Orion
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Recent activity by ServiceAI Orion-
Integrating IT Glue Articles Into Your Portal
Aside from building out KB articles yourself, you can seamlessly bring your documentation over from IT Glue to your client portal without reinventing the wheel. To do so, follow these instructions:...
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Removing Endpoints and Servers
Once you remove an agent from an endpoint or server, the information is not immediately deleted from the Infrastructure reports. You can set automatic policies to remove endpoints and servers after...
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Setting Up Support PINs for ConnectWise in CloudRadial
Support PINs help you identify users when they call in for support or request support from an unfamiliar email address. When your end users log in to your CloudRadial portal, they will prompted to...
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Requesting a Custom Sending Domain
By default, emails that are sent to your users from CloudRadial originate from the email address noreply@secure.itsupportemail.com. If a user replies to one of these messages, they are directed bac...
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Using JSON Webhooks
Webhooks in CloudRadial can be triggered when users submit tickets or feedback. The body of the webhook will be in JSON format and will contain the information provided in the request. Use webhooks...
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Setting the Client Portal Favicons
You can set the icons for the web application and the desktop application to match your own logo. Multiple images will be required to complete the customization. The images are set under Partner > ...
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Using the CloudRadial API
The CloudRadial API is currently in development. For suggestions and use cases, please go into your Portal under Partner > Account > Access Feature Requests to submit a request you'd like to see. T...
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Using Ticket Links
You can include a link in your PSA ticket emails that directs users back to the ticket in the CloudRadial portal. You can use direct link that requires a user to log in before they view their ticke...
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Using Tokens in Articles and Messages
You can use a company or partner level token in articles when the token is surrounded by brackets. The brackets let you use the @ symbol without automatically invoking token substitution. You can a...
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Using the Desktop Tray Application
The CloudRadial desktop tray application puts the power of CloudRadial on your client's Windows workstation. The tray application frames the client portal website and offers these additional advan...