SnapCall

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Setting Up SnapCall: Essential First Steps

[Guide for agents] - Getting started with SnapCall

[Zendesk] Getting started

How do I get started with SnapCall in SalesForce?

Alessandro Angioni

This section provides step-by-step instructions to help you set up your account for specific use cases. Get everything ready quickly and start using SnapCall with Zendesk the way that works best for you.

Getting started

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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