Getting to know you
If you’ve requested a live 15-minute setup call, our sales team will be on the phone to you shortly to run through your company specifics. If you’ve decided to get stuck in straight away, look out for an email from our team with a link to a form for you to fill out. In order to get you set up, we’ll need to learn a little bit more about how your business works, so make sure you have the following information to hand:
Your sales number
Your opening hours
Your company website(s)
All your agents’ names, numbers and/or extensions, email addresses
The email address you want us to send alerts to
Details of your IVR system (if you have one)
Your phone setup (Not sure? Check out our call scenarios article)
Around this time, you should also receive an email from us verifying your account - as soon as you’ve got this, you can log in and start having a look around your new dashboard.
Getting set up
Once you’ve completed the information form, sit back and relax while our support team input your details and set the widget colour and logo to match your site. (You can also customise the widget yourself at any time by going to the Widget Customisation section of the ResponseiQ platform.)
When we’re done, we’ll send you a strip of code which you’ll use to add your new widget to your site. You can also find this at any time by going to Settings > Installation.
Don’t forget to make sure your agents know what to do when a call comes in. We suggest sending them the linked article and giving them admin access so they can monitor their activity and review the Help Centre if they need assistance.
If you ever get stuck, we're always here to help at firstname.lastname@example.org.