How can I start using Snapcall?

Learn how to use Snapcall as a standalone product or via supported CRM platforms.

Alessandro Angioni avatar
Written by Alessandro Angioni
Updated over a week ago

As soon as you create an account with SnapCall, here below are a few things we recommend doing so that you get most of the value from our solution:

  • Create your first call or start recording your first video message: this will allow you to get familiar with SnapCall and get acquainted with all our features. If you're looking for a way to better address all your use cases with video solutions please do not hesitate to get in touch with us.

  • If your support team or organization use it, you can connect SnapCall to a CRM platform, like Zendesk, Intercom and more. In this case it's enough for you to look for Snapcall in the app market place. Here below you can find the links for some of the main CRM we support:

If you'd like to simplify the way to connect to your CRM please use the Integrations feature direclty from your dashboard, 'Connections' section, right after logging in to your Workspace.

  • Add users to your Workspace and split them between teams: this would allow them to get access to all the Pro features of SnapCall and work as a team. You will also gain visibility of all the statistics of your Team.

Once these three main steps are done, your Workspace is ready and you can start using our solution. There is more you can configure though, so that your Team can benefit from AI summary, suggestion based on your Knowledge Base and more:

  • If you'd like to use SnapCall to receive calls, head to the 'Public page' under Apps & Tools section, and then place Request a call and/or Schedule call into your Public page. When a client request a call or schedule a call, your team will receive an email notification, allowing them to join or to schedule a call accordingly.

  • SnapCall allows you to connect your FAQ center or Knowledge Base to your Workspace, so that when a customer uploads a video, your agents will automatically receive relevant articles to use. The option is available under 'Connection', right after logging in to your Workspace.

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