Ricky Cecchini
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Articles
Recent activity by Ricky Cecchini-
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...
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Assigning Admin and General User Permissions within CloudRadial
There are various levels and customizations to user permissions within CloudRadial. By changing a user's security role, you can decide what access they have to features and the extent of access the...
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CloudRadial Deployment Blueprint
Download this blueprint using the link at the bottom of the page.
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How Client Channels Work in CloudRadial Chat
Client Channels are how your customers reach CloudRadial Chat. This article explains how client channels work: the types available, how they differ by plan, how to create one, and how to configure ...
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All About ServiceAI's Agents Tab
The Agents tab serves as ServiceAI's agent performance management center, transforming raw technician data into actionable workforce intelligence that drives both individual development and strateg...
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Setting Up the ServiceAI Pod in ConnectWise PSA
Connecting ServiceAI directly to your ConnectWise PSA tickets transforms your service desk workflow by providing contextual AI assistance within your existing ticketing environment. This integratio...
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Connecting Your PSA/Ticketing and Documentation Systems to ServiceAI
ServiceAI supports various ticketing systems and professional service automation (PSA) tools, along with their associated documentation repositories. By integrating these systems, ServiceAI can: Pr...