Ricky Cecchini
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Articles
Recent activity by Ricky Cecchini-
Using AI Agent Plugins for CloudRadial
CloudRadial works with AI agents that can take action on your behalf, not just answer questions. CloudRadial plugins connect AI assistants like Claude and Codex straight to your CloudRadial portal....
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Onboarding Forms Resource Guide: Build, Scale, and Manage
This guide is the companion to the End-to-End Onboarding Forms: Build, Scale, and Manage webinar (September 10, 2026). It collects every article, video, and download referenced during the session a...
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Populating Form Dropdowns with Microsoft 365 Licenses and Groups
When a client submits a new-employee onboarding form, your techs need to know which Microsoft 365 license to assign and which groups to add the user to. Today that usually means a free-text box, a ...
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Integrating with FlexPoint
With a FlexPoint integration, you can give your clients one-click access to your FlexPoint payment portal, where users can see and pay their invoices. Configuring FlexPoint Configuring CloudRadial...
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Assigning Storefronts to Companies in CloudRadial UCP
When you provision CloudRadial Storefront, you get one Storefront with a sub URL named "default". Every company in your portal points to it automatically. There is nothing to configure, and nothing...
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Setting Up the Syncro Integration with CloudRadial Chat
The CloudRadial Chat connector for Syncro uses an API token to connect to your PSA. This connection lets tickets be submitted to the PSA from Chat and connects Chat users to their respective ticket...
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Creating Your CloudRadial Chat Account (Starter, Pro, and Enterprise)
This article covers how to create your CloudRadial Chat account and begin setup. It applies to every version (Chat Starter, ChatAI Professional, and ChatAI Enterprise). Create Your Account Frequent...
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Understanding the CloudRadial Chat Dashboard
The Dashboard is the first screen you see when you open CloudRadial Chat Admin. It gives you a high-level, read-only snapshot of how your chat channels are performing. There is nothing to set up or...
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How to Submit a Feature Request
Have an idea that would make a CloudRadial product work better for you and your clients? We'd love to hear it! Submitting Your Request What to Expect Tips for a Good Request Submitting Your Request...
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Microsoft 365 Group Mapping in CloudRadial UCP
Tier Limiation: M365 Group Mapping is available to UCP Partners on the Professional and Enterprise plans. This update introduces two changes to CloudRadial UCP: a reorganized Microsoft 365 setting...