Ricky Cecchini
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Articles
Recent activity by Ricky Cecchini-
Integrating JivoChat with CloudRadial
JivoChat provides a powerful and extensible platform for chat. You can integrate Social Intents Chat with CloudRadial while also allowing the chat widget to automatically pull the user's name and e...
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About the Pop-Up Message in CloudRadial
When a user accesses CloudRadial, there is a pop-up that displays at the top-right of the screen. You can disable this pop-up from displaying. The support PIN feature of CloudRadial isn't a syste...
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Setting Up the ConnectWise API Integration with CloudRadial UCP (Formerly CSA)
Connecting your ConnectWise instance to your CloudRadial tenant allows you to pull in users and set up your configuration of PSA options for ticketing and various other features.We'll follow five m...
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User Access Rights
As of the February 2022 security role update, this video is no longer relevant. Please see the following article on setting up and managing user roles here.
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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...