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SnapCall configuration guide
Create & Set up your SnapCall Workspace
Create & Set up your SnapCall Workspace
Hamza Abaelgarch avatar
Written by Hamza Abaelgarch
Updated over a week ago

SnapCall Workspace provides a cutting-edge solution to streamline communication and problem-solving between your support teams and customers. This article dives into the features and benefits of SnapCall Workspace, along with a detailed guide on maximizing its potential.

Results User Can Expect

By integrating SnapCall Workspace into your customer support workflow, you can expect:

  • Enhanced Customer Communication: Conduct video calls and request video submissions for a more personalized experience.

  • Improved Issue Resolution: Utilize multimedia content to diagnose and resolve issues more efficiently.

  • Seamless Team Collaboration: Effortlessly add and manage team members to foster collaborative problem-solving.

  • Insightful Reporting and Activity Tracking: Gain valuable insights into performance metrics to optimize customer service delivery.

The Use Cases

SnapCall Workspace caters to various customer support scenarios:

  1. Conducting Video Calls: Hold personalized video calls to address customer inquiries and resolve issues effectively.

  2. Requesting Video Submissions: Enable customers to submit video recordings that demonstrate their concerns, leading to clearer communication and faster resolutions.

  3. Team Collaboration: Add support agents to the workspace and share knowledge effectively to facilitate collaborative problem-solving.

  4. Activity Monitoring and Reporting: Gain valuable insights into team activities and performance metrics to continuously improve customer service.

How to Proceed? Step-by-Step Guide

  1. Sign Up: Visit the SnapCall website and sign up for an account using your organization's email address and password.

  2. Account Setup: Customize your account settings, including profile picture, company details, and language preferences.

  3. Workspace Configuration: Define workspace settings like media expiration, data storage location, and audio recording preferences.

  4. CRM Integration (Optional): Integrate SnapCall Workspace with your preferred CRM system for streamlined customer data management. (Note: CRM integration is not mandatory.)

  5. Public Page Setup: Customize your public page to allow customers to upload videos directly, enhancing self-service options.

  6. Invite Team Members: Invite support agents to join your SnapCall Workspace and assign roles as needed.

  7. Explore Additional Features: Discover advanced features like AI transcription and summary generation to enhance media analysis and customer interactions.

Additional Information

  • SnapCall Workspace offers a 14-day free trial with no commitment or credit card required.

  • CRM integration is optional, although recommended for enhanced functionality.

  • The platform provides customizable settings to cater to the unique needs of each organization.

  • Customer support is available for further assistance or inquiries.

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