Jeff Farris
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Articles
Recent activity by Jeff Farris-
Viewing Your Account Manager Information in ServiceAI
ServiceAI can display your account manager's contact information directly within the platform, making it easy to reach out for support, questions, or to schedule a meeting. This information is auto...
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Enforcing SSO Login and Disabling Password Authentication
Enforcing SSO Login and Disabling Password AuthenticationAdministrators can disable password-based login for all users in their tenant, requiring everyone to authenticate via SSO or a one-time emai...
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Manually Deleting and Restoring Records
Manually Deleting and Restoring RecordsAdministrators can manually delete or restore tickets, agents, and companies directly from their detail pages in ServiceAI. This is useful when a record needs...
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Troubleshooting Triage Webhook Configuration
Verifying Your Triage Webhook ConfigurationIf triage is not processing tickets, you can use the built-in Diagnostics tool to verify that your PSA system has the correct webhook or callback register...
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Opening a Ticket in Your PSA from Triage
Opening a Ticket in Your PSA from TriageWhen reviewing triage results, you can open the original ticket directly in your PSA ticketing system without leaving ServiceAI.Using the View in Help Desk B...
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Setting Your Default Time Range
Setting Your Default Time RangeServiceAI lets you save a personal default time range for ticket and data views. Once set, your preferred range is applied automatically each time you open a filtered...
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Linking a GitHub Repository to an Azure Function App
This article is in support of CloudRadial's open source project for Azure Functions. Please see https://github.com/cloudradial/CloudRadialCsaAutomations for more information. To make use of CloudRa...
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Creating a Microsoft Entra ID App Registration for Azure Function Authentication
This article is in support of CloudRadial's open source project for Azure Functions. Please see https://github.com/cloudradial/CloudRadialCsaAutomations for more information. Azure Functions must b...
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Triggering Azure Functions from Automations
This article supports CloudRadial's open-source project for Azure Functions. Please see https://github.com/cloudradial/CloudRadialCsaAutomations for more information. Linking an Azure Function app ...
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Integrating with Mixpanel
Note: Partners require an Enterprise subscription of CloudRadial to use the Mixpanel integration. Please reach out to by submitting a ticket if you need assistance. Mixpanel is a data collection pl...