Ricky Cecchini
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Recent activity by Ricky Cecchini-
Understanding the User Priority Function
The User Priority function is a helpful function within CloudRadial that marks specific people as a higher priority than others. Technically speaking, this setting overrides their tickets to come i...
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Connecting a Client to CloudRadial Chat Using Slack
You can let customers connect to CloudRadial Chat from their own customer Slack workspace by installing the bot in their workspace. Step 1: Creating a Connector in CloudRadial Chat Step 2: Creatin...
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Excluding Licenses from Sync in CloudRadial
Once Office 365 is connected to a company within CloudRadial, CloudRadial will pull the licenses assigned to the tenant and display them under Infrastructure > Licenses. Excluding these licenses ca...
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Connecting Autotask PSA to CloudRadial Chat
The CloudRadial Chat connector for Autotask uses an API integration to connect to your PSA. This connection lets tickets be submitted to the PSA from Chat and connects Chat users to their respectiv...
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CloudRadial CSA Audit Trail Logs
Note to all CloudRadial partners: This feature was introduced on February 21st, 2022. No audit logging data prior to this date has been captured. The Audit Trail is used to get detailed informatio...
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Connecting ConnectWise Manage to CloudRadial Chat
The CloudRadial Chat connector for ConnectWise Manage uses an API member to connect to your PSA. This connection lets tickets be submitted to the PSA from Chat and connects Chat users to their resp...
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CloudRadial CSA Sessions
Note to all CloudRadial partners: This feature was introduced on February 21st, 2022. No session data prior to this date has been captured. Sessions are sets of data that detail specific session a...
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Setting Up the HaloPSA Integration to CloudRadial Chat
The CloudRadial Chat connector for HaloPSA (henceforth Halo) uses an OAuth application (a Client ID and Secret) to connect to your PSA. This connection lets tickets be submitted to the PSA from Cha...
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About CloudRadial CSAT
Customer Satisfaction (CSAT) is a crucial metric for measuring client happiness and service effectiveness. CloudRadial provides a structured and automated way to collect, analyze, and act on CSAT f...
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How to Create Users Manually in CloudRadial
CloudRadial was designed to pull in users from a sync source, such as your PSA system and/or your client's Microsoft 365 tenants. However, you can also add users manually to the portal as you see f...