Ricky Cecchini
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Recent activity by Ricky Cecchini-
Overview of Communications Features
Transcription Today we'll be looking at an overview of communications features within CloudRadial. This video will cover the different ways to disseminate information within the portal. I'll be gi...
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Getting to Know The CloudRadial Agent
Support article link: Installing and Uninstalling the Data Agent Transcription Today we'll be looking at the CloudRadial agent.The CloudRadial agent brings in data and structures for client-focu...
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How Commands Work in CloudRadial Chat
Commands, also called Slash Commands (because they are invoked with a slash (/)), are actions your techs run inside their service channels to get information and trigger automated actions for a use...
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About CloudRadial Chat's Onboarding Wizard
The CloudRadial Chat Onboarding Wizard takes you from a fresh account to a working CloudRadial Chat deployment in just five steps and can often be completed in less than 15 minutes. Regardless of p...
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User Management in ServiceAI
Effective user management is crucial for maintaining security, organizing workflows, and ensuring the right agents have access to the appropriate resources within ServiceAI. This guide covers how t...
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All About ServiceAI's Tickets Tab
The Tickets tab serves as ServiceAI's comprehensive ticket analysis center, transforming raw ticketing/PSA ticket data into actionable intelligence that drives AI deployment readiness and service d...
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Integrating ConnectWise PSA to ServiceAI
Connecting your ConnectWise instance to CloudRadial ServiceAI enables you to import tickets and documentation for summarization, analysis, recommendations, and more. Follow the instructions below t...
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Connecting Your PSA to CloudRadial Chat (Legacy)
CloudRadial Chat supports multiple professional service automation (PSA) tools. This connection will allow tickets to be submitted to the PSA from Chat and connect Chat users to their respective ti...
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Understanding Ticket Subject Logic
In CloudRadial, Partners can customize how tickets come through to them in various ways. One of these ways is to choose how the subject of the ticket itself comes through. Understanding "Append Su...
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CloudRadial Launch Resources & Tips
This article exists to help consolidate the various tips, best practices, and resources provided by CloudRadial to Partners in a single article for easy access. Contact your account manager for fur...