Evan G
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Articles
Recent activity by Evan G-
Client-Specific Status Workflows: Mapping Close to Different PSA Statuses per Board
Your global Status Workflows (Partner > Settings > Status Workflows) apply to every client in your portal. They work well when every PSA board or queue uses the same status names. They break down w...
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Working as an Operator in CloudRadial Chat and Microsoft Teams
If you're a member of the Team designated for your MSP's Service Channel, you're an operator. That means CloudRadial Chat will route Live Chat requests to you and respond to your commands. This art...
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Setting Up Your Teams Service Channel in CloudRadial Chat
A Teams Service Channel connects CloudRadial Chat to your MSP's Microsoft Teams environment so your agents can handle Live Chat conversations without leaving Teams. When an end user escalates to Li...
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Deploying CloudRadial Chat to a Client's Microsoft Teams
A Teams Client Channel puts CloudRadial Chat directly inside your client's Microsoft Teams environment. Their end users find the app in their Teams apps, open it, and start chatting: no portal logi...
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Setting Themes for Branding in CloudRadial UCP
OverviewThemes control the visual appearance of the CloudRadial Unified Client Portal (UCP) — the base look and feel, whether the portal opens light or dark, and the brand colors applied on top. Th...
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Live Chat in CloudRadial Chat: How It Works
Live Chat is what happens when a client needs to talk to a person. Whether they are coming from a Dialog conversation that collected their initial information or a ChatAI session that attempted tro...
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CloudRadial UCP Planner Funnel
The FunnelThe Planner Funnel gives you a single, cross-client view of the open work sitting in your Planner - the pipeline of recommended and in-flight items across every client, grouped by where e...
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Integrating Projects Into CloudRadial UCP with HaloPSA
Integrating your HaloPSA with CloudRadial enables Projects inside your portal. If you haven't already done this, go to Setting Up the HaloPSA Integration with CloudRadial UCP. Once complete, you ca...
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CSAT JSON Webhook Payload Schema
When you enable the CloudRadial native CSAT, feedback events can be delivered to a webhook endpoint as a JSON payload. This article documents the schema of that payload so you can build automations...
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Troubleshooting BitLocker Encryption Not Detected in CloudRadial
OverviewIf a device is encrypted with BitLocker but CloudRadial is not showing it as encrypted, the issue is typically related to how the CloudRadial agent reads the encryption state. The agent che...