The first step will be to create an account on our website, you can do so using the following link. This process will also allow you to start configuring the workspace and connect your CRM.

Once the CRM is connected, contact your Customer Success Manager using the following link, or dropping a message to our Help widget. We will arrange a call with you or request via email which specific feature you'd like to use, so that we can continue the configuration for you.

Once your workspace is ready and configured, here are some of the most important setting to familiarize with.

On the 'Integration' page, ensure your selected CRM is marked as 'Connected'.

This will allow SnapCall to add comments and updates on the ticket as soon as an agent or an end user engage with the platform.

Clicking on the blue wheel you can also define in which brand should land and when SnapCall should create tickets.

On our settings page you can define for how long media should be kept, as well as if SnapCall should automatically record a call when two participants join at the same time.

Your Customer Success Manager will customize this according to your use cases and requirements, however please note that some of the settings might be changed only if specific subscriptions are selected (like Pro or Enterprise).

Under 'Apps & Tools', click on the AI Skills page. Over there, you will be able to define which AI features SnapCall will apply on a media as soon as this is processed.

You can also define if a summary or a transcript should be placed in the related ticket and if yes, if this should be a public note or a private one.

Under Settings, you should be able to find an option named 'Users & Teams'. Over there you can overview who is currently part of your workspace, which permissions they have as well as add new team members if you have enough seats available.

When a user is part of your workspace, they can create calls and ask customers to record video, and their activity will be shown on the Insight tab of your workspace.