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Introduction

  • Introduction to Developer Tutorials

Lookup Adaptor

  • Authentication
  • Data Behavior
  • Sync Customer Profile Edits With Your System of Record
  • Request Signing
  • What are App Actions?
  • App Actions
  • Auto-Linking, Basic Search and Detailed Lookup
  • Introduction
  • Transactions
  • Architecture

Reports Key Concepts

  • Workforce Management (WFM) Key Metrics
  • Data Dictionary
  • Metric Attribution
  • Datasets
  • Metrics Glossary
  • Time Anchors
  • Report Concepts
  • Metrics in Detail

Get Started With Conversations

  • Next and Close & Next Button Behavior
  • What’s the Difference Between a Conversation and a ‘Ticket’?
  • What is a Conversation?
  • Conversation Status (New, Open, Waiting, Closed)
  • Export Conversation Transcripts

Routing Overview

  • Routing Priority by Channel
  • SLA Benchmarks
  • How SLA Impacts Routing
  • How Routing Works
  • Routing Concepts
  • What Is Routing?

Get Started With Answers

  • Answer Type Definitions
  • What is Answers?
  • What are Keyword Groups?

Agents

  • Payments by Agent
  • Agent Login Time
  • Agent Away Time
  • First Contact Resolution by Agent
  • Agent Timestamps
  • Agent Durations
  • Agent Summary
  • Agent Summary Glance
  • Work Sessions

Get Started With Insight Builder

  • Interact With Insight Builder
  • What is Insight Builder?
  • New to Insight Builder? Start Here

Get Started With SMS

  • Messaging Protocols (SMS/MMS)
  • Types of SMS Numbers
  • SMS and MMS Send Status

Get Started With Business Hours

  • Prepare to Use Business Hours
  • What is Business Hours?

Get Started With Integrations

  • Identify Integrated Systems
  • Introduction to App Integrations

Get Started With Recharge

  • Recharge Overview
  • Recharge Integration Toolkit

Start Implementation With Gladly

  • Value Added Services
  • Implementation Packages

Chat

  • Accept and Reply to Chat Messages

Get Started with ReturnLogic

  • ReturnLogic Integration Toolkit
  • ReturnLogic Overview

Payment Through Chat

  • Automatic Redaction of Credit/Debit Card Numbers
  • Collect Payments Over Chat

Get Started With Threads

  • What are Threads?

Structured Thread Components

  • Anonymous Actions
  • Pivots

Actions and Sub-Actions

  • Actions Overview

Sidekick Fundamentals

  • Sidekick Experience Overview
  • What is Sidekick?

Lookup Adapter

  • Leverage Existing Lookup Adaptor Data for Sidekick

2024 Releases

  • December Releases
  • November Releases
  • October Releases
  • September Releases
  • August Releases
  • July Releases
  • June Releases
  • May Releases
  • April Releases
  • March Releases
  • February Releases
  • January Releases

Get Started With Freeform Topics

  • Prepare To Use Freeform Topics
  • What is Freeform Topics?

Get Started With Simplesat

  • Simplesat Integration Toolkit
  • Simplesat Overview

Create a New Thread

  • Hierarchy Overview
  • Create a New Thread Overview

Designing Your Integration

  • Understand Your Use Cases
  • Setup and Testing
  • Technical Planning

2023 Releases

  • December Releases
  • November Releases
  • October Releases
  • September Releases
  • August Releases
  • July Releases
  • June Releases
  • May Releases
  • April Releases
  • March Releases
  • February Releases
  • January Releases

Customer Profiles

  • What is a Customer Profile?
  • Automatically Create Customer Profiles
  • Search to Find Conversations and Customers

Routing FAQs and Troubleshooting

  • Q. What does ‘because of conversation reassignment’ mean in the Conversation Timeline?
  • Q. How do we prioritize routing new Conversations first before Conversations that are due/overdue?
  • Q. Can we limit the number of emails Agents can receive?
  • Q. Are Notes routable?
  • Q. How do we block disruptive Customers from routing to Agents?
  • Q. Why do I see multiple routing events called “Gladly Voice browser connection failed?”

How To Use Answers

  • Access the Answers Panel
  • Choose Between Answer types When Viewing Answers
  • Mark Answers as Favorite
  • Search and Insert Answers in Conversations Through Answers Panel

Answers

  • Answer Usage by Agent
  • Answer Usage

Work With Insight Builder

  • Insight Builder Features for Non-Analysts (Team Managers and Administrators)
  • Merge Datasets
  • Configure Dashboard Filters for Non-Analyst Users
  • Add Existing Report To Other Dashboards
  • View, Edit, and Delete Shared or Personal Dashboards
  • Create a Report With Insight Builder

Manage SMS

  • Activate or Deactivate Automation Services for SMS
  • Configure SMS Entry Points
  • Purchase and Configure SMS Phone Numbers

Agent Idle Time Settings

  • Manage Agent Idle Timing

Manage Business Hours

  • Check Where Business Hours are Used
  • Create Business Hours
  • Edit, Duplicate, and Delete Business Hours

Manage App Integrations

  • Link Customer Profile to an External (Integrated) System
  • Edit and Deactivate Integrations
  • Add and Configure Custom App Integration
  • Add New App Integration
  • Automatically Link Customer Data
  • Generate API Tokens and Create Webhooks
  • Reactivate Deactivated Webhooks (With Logs)

Manage Recharge

  • Set Up Recharge Integration

Manage ReturnLogic

  • Set Up ReturnLogic Integration

BigCommerce

  • Refund, Discount, and Cancel Orders through BigCommerce Actions

Manage Freeform Topics

  • Archive and Unarchive Freeform Topics
  • Update Freeform Topic Display Name
  • Create Freeform Topics

Manage Simplesat

  • Set Up Simplesat Integration

Answer Threads Components

  • Conversation Page Overview
  • Answer Threads Interface Overview

Get Started With Buttons

  • Add and Edit Buttons
  • Buttons Overview

Get Started With Glad App

  • Privacy and Security
  • Glad App Events for Analytics Tools
  • Agent and Customer Chat Experience With Single and Multiple Glad Apps
  • Glad App Browser Support
  • What is Glad App? (Chat and FAQs)

Get Started With Gladly

  • Welcome to Gladly
  • Supported Languages
  • What is Gladly
  • Glossary and Key Concepts
  • Features and Capabilities Overview

Tasks

  • Configure Task Routing Window
  • What is a Task?

Manage Answers

  • Delete an Answer
  • Create and Edit Answers
  • Format Answers Using the Editor
  • Create and Edit Audiences
  • Search Answers, Manage Variables and Placeholders
  • Create, Edit, and Delete Keyword Groups

Contacts

  • Channel Wait Time (New)
  • Contact Summary Counts
  • Channel Mix
  • Contact Summary Durations
  • Contact Export
  • Contact Summary (New)
  • Contact Timestamps

Opt-In/Opt-Out of SMS

  • Retrieve SMS Opt-Out Record
  • Opt-Out of SMS Messages
  • Opt-In To Receive SMS

Business Hours FAQs and Troubleshooting

  • Q. Are we required to configure Business Hours?

Recharge FAQs and Troubleshooting

  • Q. Why are the Active Subscriptions and Total Subscriptions fields not showing?
  • Q. Why are my Customer’s list of subscriptions not showing?
  • Q. Who do I contact if I need help with Recharge?

ReturnLogic FAQs and Troubleshooting

  • Q. Who do I contact if I need help with ReturnLogic?
  • Q. Besides RMAs, what else is available in Gladly from ReturnLogic?

Set Up Gladly Workflows

  • Update Agent Status (Active and Away Status)
  • Set Up Inbox
  • Adjust SLAs
  • Adjust Relationship Labels
  • Adjust Idle Timing
  • Set Up Rules

Shopify

  • Refund, Discount, and Cancel Orders through Shopify Actions

Use AI to Rephrase

  • Use AI to Rephrase a Reply
  • Use AI to Rephrase Overview

Manage Answer Threads

  • Set Up Multi-Audience and Language Support
  • Set Up ‘Transfer to Agent’ Scenarios
  • Test Answer Threads
  • Set Up and Edit Advice
  • Create Answer Thread for Chat or SMS

Glad App Features

  • Chat Volume Management
  • Quick Actions (FAQs)
  • Glad App (Chat) Automatic Onboarding
  • Self-Service Handoff
  • Quick Reply Buttons

Answers Best Practices

  • Best Practices and Tips for Writing Answers
  • Strategy and Tips for Building Your Answers Knowledge Base
  • Improve Answers Search Suggestions

Notes

  • What are Notes?

Conversations

  • Conversation Summary
  • Conversation Timestamps
  • Conversation Export

Conversation Workflow

  • Configure Conversation Reopen Window
  • Configure Email and Voicemail Routing Settings
  • Configure Voice Routing Settings

List of App Integration Partners

  • List of Integration Partners

Work With Gladly Reports

  • Schedule Reports
  • Advanced Data Integrations

Data Integrations

  • Introduction
  • Ingest Conversation Contents
  • Ingest Contact Center Performance Data
  • Ingest Raw Event Data
  • Data Model Notes
  • Reporting API Metric Set Identifiers

Manage Structured Threads

  • Expert Mode
  • Automatically Apply Freeform Topics to Conversations
  • Modify Content in Text Editors
  • Create and Edit Rules
  • Edit Actions and Sub-Actions

SMS Compliance

  • SMS Compliance Requirements
  • SMS Consent and Compliance Guidelines

App Platform

  • App Platform Documentation

Compliance

  • ADA Certification for Glad App

Lookup Adaptor Best Practices

  • Best Practices
  • Programmatic Creation of Customer Profiles

Customer Experience

  • Topics
  • Proactive Voice Summary
  • Payments Summary
  • Auto-Throttle Missed Conversations
  • Abandoned Calls in IVR
  • IVR

SMS Best Practices

  • Tag a Phone Number as SMS
  • Rules Library for SMS
  • Transfer Customers From Your IVR to SMS
  • Toll-Free Number Verification and A2P 10DLC Registration Process
  • A2P 10DLC Registration Error
  • SMS Operational Tips

Set Up Content

  • Set Up Topics
  • Answers Setup

Code Samples

  • Code Samples

Reports

  • Sidekick Conversation Time Dashboard
  • Sidekick Dashboard
  • Access Sidekick Reports
  • Sidekick Assists by Classification Topic

Manage Glad App

  • Glad App Events for Analytics Tools
  • Embed a Web Form in Glad App
  • Configure Chat Privacy Policy Notice
  • Control Chat Volume

Lookup Adaptor FAQs

  • FAQ

Customer Tasks

  • Task Timestamps
  • Task Export
  • Task Summary

Configure Channels

  • Set Up DM
  • Set Up Instagram
  • Set Up Facebook Messenger
  • Set Up SMS
  • Set Up Voice & IVR
  • Set Up Glad App
  • Set Up WhatsApp
  • Set Up Email

Freeform Topics Insights

  • Analyze Freeform Topics Attributes

Customers

  • Delete Customer Profiles

App (iOS and Anroid)

  • Create and Configure Glad App Mobile (iOS/Android)

Configure Help Center

  • Set Up Help Center

Self-Service

  • Quick Actions Usage
  • Glad App Contact Points
  • Help Center Answer Usage
  • Glad App Answer Usage
  • Chat Display % Changes
  • Auto-Throttle Changes
  • Help Center Answer Search
  • Glad App Answer Search

User Management

  • Create and Manage Teams
  • Activate Use of Agent External Name
  • Edit User Details
  • Resend User Invitation
  • Bulk User Upload/Edit
  • Add and Deactivate Users

Web

  • Glad App Availability/Visibility
  • Create and Configure Glad App (Web)

Proactive Conversations

  • Proactive ‘Campaign,’ ‘Outreach,’ and ‘Recipients’ Definitions
  • Maintain Sender Reputation To Ensure Communication Deliverability
  • Get Started With Proactive Conversations

Advanced Integrations

  • Set Up Contact Forms
  • Other Integrations
  • Get Your API tokens
  • Customer Profile Integration
  • Historical Conversation Item Data Import

API FAQs

  • Default API Rate Limits
  • Creating Conversations and Tasks on Gladly

Sidekick

  • Sidekick Assists by Classification Topic

Manage Quick Reply

  • Start Here Before Configuring Quick Reply Buttons
  • Add and Configure Quick Reply Buttons

Sunsetting

  • Topic Usage by Agent
  • Operational Summary
  • SLA Percentile
  • SLA Attainment by Channel
  • First Contact Resolution by Agent
  • Declined and Missed Contacts by Agent
  • Declined and Missed Calls by Agent
  • Active Conversation Handle Time (ACHT) by Topic
  • Active Conversation Handle Time (ACHT) by Customer
  • Active Conversation Handle Time (ACHT)
  • Contacts by Agent by Channel
  • Customers Helped by Channel
  • Channels in Multichannel Conversations
  • Channel Wait Time
  • Channel Mix
  • Contact Export
  • Contact Summary
  • Agent Utilization
  • Reports Sunsetting Overview

Other Resources

  • Test the REST API With Postman
  • Test Webhooks With ‘webhook.site’
  • Messaging Automation APIs FAQs
  • Custom Attributes for Routing and People Match

Testing Process

  • Testing Checklist

Glad App Best Practices

  • Glad App (Chat) Operational Tips
  • Glad App Configuration Tips

Users Accounts

  • Set Up Agents and Supervisors

Reports and Insights

  • CX Performance Indicator Benchmarks

Single Sign-On

  • Maintain and Rotate SAML Certificates
  • Activate and Manage Single Sign-On

Launch Preparation

  • Prepare For Launch

General

  • Q. Will Glad App slow down our website?
  • Q. What file types and size limits apply to Glad App attachments?
  • Q. Is a Customer’s chat history saved in Glad App?
  • Q. Can I delete Glad App?
  • Q. What causes a ‘uh oh – we can’t connect’ error?

Post Launch Activties

  • Post Launch Steps
  • Introduction to Support
  • Features and Capabilities

Reporting

  • Glad App Events for Analytics Tools
  • Q. Can I see the device or browser used by Customers to chat in?
  • Q. Can I capture events that Glad App emits to a 3rd party analytics tool?

Expand Gladly

  • Expansions Best Practices
  • Customer Directory Access

Get Started With Help Center

  • Help Center Browser Requirements
  • SEO for Help Center
  • What is Help Center? (Knowledge Base)

Configuration

  • Q. When does chat automatically end if the Customer stops responding?
  • Q. Why is the Glad App icon missing through the preview feature?
  • Q. Can we hide Glad App during non-business hours to prevent chats from coming in?
  • Q. How do I make changes to Glad App?
  • Q. Do I have to re-embed the Glad App code every time it’s updated?
  • Q. Why is Glad App is not appearing on any of our webpages?

Gladly Support

  • Getting Started with Gladly Support
  • Filing a Support Issue
  • Sign Up for Release Notes and Product Updates
  • Setting Up Your Support Account

Compliance

  • Help Center ADA Compliance

Invoices and Billing

  • Track User Events for Billing Purposes
  • Invoice and Billing Overview

Manage Help Center

  • Edit and Delete Help Center and Sections
  • Add and Remove Public Answers From a Section
  • Create and Configure a Help Center

Help Center FAQs and Troubleshooting

  • Q. What cookies does Help Center and Glad App use?

Innovation Partner Program

  • Innovation Partner Program

General

  • Q. What is the minimum character requirement to search Answers?
  • Q. I’m not able to see Answers in the layout preview

Get Started With OOTB Reports and Insights

  • What are ‘Out Of The Box’ (OOTB) reports?

Platform Readiness and Performance

  • Action Plan in Case of an Unexpected Platform Issue
  • Holiday Preparation Checklist
  • Platform Readiness for Peak Seasons

Expansion

  • Gladly Expansion Basics

Technical Requirements

  • Hardware Requirements
  • Software (OS and Browser) Requirements
  • VDI Requirements
  • Working From Home Requirements
  • Single Sign-On Setup
  • Network Requirements

Security and Compliance Policies

  • AI Security and Compliance
  • Data Subject Requests

Get Ready To Help Customers

  • Log Into Gladly
  • Your First Day on Gladly
  • Set Up Your Browser
  • Configure Your Headset

Interface Overview

  • Customer Profile and My Customers List Interface Overview
  • Composer and Text Editor Interface Overview
  • Growl Notifications
  • (Beta) Text Editor

Setup

  • Gladly User Profile Setup
  • Keyboard Shortcuts
  • Password Management

Simplesat FAQs and Troubleshootiing

  • Q. Who do I contact if I need help with Simplesat?

General

  • Q. Top Frequently Asked Questions
  • Q. Is Grammarly compatible with Gladly?
  • Q. Why can’t I have Gladly running on multiple browser tabs?

Access

  • Q. I can’t log in. What should I do?
  • Q. I tried to reset my password but i’m not receiving the reset email
  • Q. Why do I only see a blank screen when I log in?
  • Q. How do I reset my password?
  • Q. I can’t find my Gladly invitation. What should I do?

Connectivity

  • Q. Why am I getting an ‘unstable internet connection’ error?

Availability

  • Q. Why can’t I change my status to ‘Away’?

Managers and Supervisors

  • Generate and Review Reports
  • Use Liveboards to Monitor Your Contact Center
  • Add and Remove Agents From an Inbox
  • Listen, Coach, or Join Phone Calls

Task Users

  • Find a Task
  • Edit a Task
  • Collaborate and Comment on a Task
  • Create a Task
  • Close and Reopen a Task

Administrators

  • Settings Overview
  • Administrator Duties

Answers Administrator

  • Delete an Answer
  • Mark Answers as Favorite
  • Create and Edit Answers
  • Format Answers Using the Editor
  • Create and Edit Audiences
  • Search Answers, Manage Variables and Placeholders

Manage Your Customers

  • Manage Your ‘My Customers’ List
  • Agents With Multiple Roles

Change Your Channel Availability

  • Set Your ‘Active’ Status
  • Set Your Status or Reason as ‘Away’
  • Set Your Channel Availability to Help Customers

Manage Conversations

  • Assign Conversation to a Different Inbox or Agent
  • View Previous Conversations by Topic
  • Mark Answers as Favorite
  • Mark a Conversation as ‘No Reply Needed’
  • Check Recently Viewed Customers
  • Monitor Notifications Center
  • Reopen a Closed Conversation
  • Close a Conversation
  • Check Conversation Timeline Event Timestamps
  • Apply Topics to a Conversation
  • Add a Note to a Conversation
  • Help the Next Customer
  • Search and Insert Answers in Conversations Through Answers Panel

Help Customers on Different Channels

  • Get to Know Your Communication Channels
  • Help Customers on Different Channels

Voice Call Controls

  • Review Text Summary of Phone Calls
  • Missed Call Notification
  • Pause, Delete, or Download Voice Call Recordings
  • Listen To Call Recordings
  • Change Phone Number and Extension
  • Internal Users Coaching or Joining a Call

Manage Tasks

  • Create and Manage Tasks
  • Receive New Task Assignments

Manage Customer Profiles

  • Identify Integrated Systems
  • Merge Customer Profiles
  • Link Customer Profile to an External (Integrated) System
  • Create a Relationship Between Customers
  • Add and Edit Customer Contact Details
  • Automatically Create Customer Profiles
  • Add a New Customer Profile

Customer Profile

  • Q. Customer replies are appearing in the wrong order in the Conversation Timeline
  • Q. What does ‘Conversation was closed automatically’ in the Conversation Timeline mean?
  • Q. I can’t preview PDF attachments in the Conversation Timeline.
  • Q. Can I add a Customer’s photo to their Profile?
  • Q. The Conversation Timeline says a Conversation was rerouted because of a conflicting offer. What does that mean?
  • Q. How are Conversations separated in the Conversation Timeline?
  • Q. What does ‘externalCustomerid does not equal existing externalCustomerId’ error mean?
  • Q. Why is the Conversation Timeline saying to contact our developer?
  • Q. I can’t merge Profiles because they have different external customer ids.
  • Q. Why is the Conversation Timeline is showing ‘The conversation history could not be loaded’?
  • Q. How do I delete attachments/images in the Conversation Timeline?

Helping Customers

  • Q. Why is there no sound along with a notification?
  • Q. Why is a Customer’s request appearing on an unrelated Customer’s Profile?
  • Q. Why am I getting errors when requesting more customers to help?
  • Q. Why am I not receiving any work from Customers?
  • Q. Why can’t I close a Conversation?
  • Q. A Customer sent me private/sensitive data. What should I do?
  • Q. Can we unmerge Customer Profiles accidentally merged?

Communications

  • Q. Why are emails to eBay marketplace customers failing to send?
  • Q. I’m not available for chat but why am I receiving chat requests?
  • Q. Why did I receive a chat while on a phone call?
  • Q. Why did I receive a call and a message at the same time?
  • Q. I’m not receiving new emails but I’m ‘available’ in the Email, Task, Voicemail Channel.
  • Q. Why are emails appearing in our Voice-only Inbox?
  • Q. Why do I keep getting errors when sending an email?

Payments

  • General Payment FAQs
  • Payment Handling Security and Processing
  • Introduction to Chat Payments

Composition Screen

  • Greeting Suggestion

Contextual Callbacks

  • What is Contextual Callbacks? (For Voicemail)

Payments FAQs and Troubleshooting

  • Q. Why am I getting a ‘unable to retrieve credit card information’ error?
  • Q. When does a payment request timeout?

Get Started With Inbox

  • Sort Inbox Views
  • What’s an Inbox?

Manage Inboxes

  • Set and Update Inbox SLAs
  • Configure Default ‘From’ Address or Phone Number for an Inbox
  • Create, Edit, and Deactivate Inboxes
  • Add and Remove Agents From an Inbox

Get Started With People Match

  • SLA and Due Dates with People Match
  • People Match Concepts
  • What is People Match?
  • How People Match, Skills, and Rules Work Together
  • Conditions and Qualifiers for People Match

Manage People Match

  • Monitor People Match Performance
  • Archive/Deactivate, and Unarchive Priority Boost Scenarios
  • Edit Priority Boost Scenarios for People Match
  • Set Up Priority Boost Scenarios for People Match

People Match Best Practices

  • Time-Based Priority Boosts (Wait Time and Due Date)

General

  • Q. How does People Match affect Dedicated Hero?
  • Q. Does People Match work with Voice and Tasks?
  • Q. Will People Match affect an Agent’s ‘Availability’ status?

Configuration

  • Q. Why can’t I click ‘Enable Changes’?
  • Q. Why aren’t my boosts being applied?

Get Started With Skills

  • What is Skills?
  • Prepare to Use Skills

Manage Skills

  • Archive and Unarchive Skills
  • Edit Skills
  • Create Skills

Skills Best Practices

  • Design Your Skill Hierarchy

Get Started With Rules

  • Rules Sort Order Importance
  • Rules Caveats and Limitations
  • What are Rules and Its Components?

Manage Rules

  • Update a Rule
  • Change Rule Sort Order
  • Activate and Deactivate a Rule
  • Create a Rule

Rules Best Practices

  • Work With RegEx
  • Avoid Rules Loop

Rules FAQs and Troubleshooting

  • Q. I accidentally selected a Condition. How do I remove it?
  • Q. What is the difference between ‘No Reply Needed’ and ‘Close Conversation?’

Rules Library

  • Rules Library for SMS
  • Rules To Reduce Spam
  • Common Rules Library

Answer Languages

  • Add and Remove Answer Languages

Configuration

  • Q. Can I change the URL slug of a Public Answer in the Help Center?

OOTB Reports and Insights FAQs and Troubleshooting

  • Q. Do the order of metric columns in reports change?
  • Q. What is the difference between Gladly and 3rd party reporting tools?
  • Q. Why is my reporting data not current?
  • Q. Why are reports not loading in Sandbox or UAT?

Work With OOTB Reports

  • Interact With Reports
  • Export Reports (UI and API)
  • Generate Reports

Schedule Reports

  • Edit and Delete Scheduled Reports
  • Schedule Report for Automatic Delivery

Get Started With OOTB Dashboards

  • What are ‘Out Of The Box’ (OOTB) Dashboards?

Use OOTB Dashboards

  • Sidekick Conversation Time Dashboard
  • Sidekick Dashboard
  • Download Dashboard in CSV or PDF Format
  • Topics Dashboard
  • Daily Trends Dashboard
  • Coaching Dashboard

General

  • Q. How do I deactivate Insight Builder?
  • Q. How do I activate Insight Builder?

Create Reports

  • Q. Why are filter options not populating when creating a report?
  • Q. Why can’t I see anything else besides Insight Builder?
  • Q. Can I retrieve reports built using Insight Builder through API?
  • Q. Why don’t I have the ‘Create a Report’ option?

Dashboards

  • Q. Who can access shared dashboards?
  • Q. Can I mix different datasets in a single report?
  • Q. How often are dashboards refreshed with updated data?
  • Q. Why are there ‘Null’ values in dashboards when using the Agent Metrics dataset and applying the ‘Channel’ filter?
  • Q. Can I convert a personal report as a shared report?

Builder

  • Q. Can we schedule reports built with Insight Builder?
  • Q. Why are there errors on downloaded reports?

Get Started With Channels and Entry Points

  • What are Channels and Entry Points?
  • Difference between Channel Entry Point SLAs and Inbox SLAs
  • Entry Points Settings Overview

Manage Entry Points

  • Delete Channels
  • Delete Exceptions
  • Set Up Channels and Entry Points

Voice

  • Answer Calls on VoIP, Direct Dial, or External System

SLA Benchmarks Per Channel

  • SLA Benchmarks

Mail Routing

  • What is Mail Routing?

Mail Routing Settings

  • Configure Email and Voicemail Routing Settings

Messaging Routing Settings

  • Configure Messaging Routing Settings

Voice Routing Settings

  • Configure Voice Routing Settings

Get Started With Voice

  • Voice Overview

Manage Voice

  • Purchase and Configure Voice Phone Numbers
  • Configure Voice Entry Points
  • Forward Calls Outside of Gladly (Direct Dial Setup)

Voice Quality

  • Preserving Voice Quality
  • Voice Quality Survey

Voice Call Control Bar Overview

  • Voice Control Bar Overview
  • Listen, Coach, or Join Phone Calls

Voice and SMS Phone Number Pricing

  • Voice and SMS Phone Number Costs

Port Phone Numbers to Gladly

  • Call Forwarding vs Porting

Additional Voice Settings

  • Voice Summaries
  • Call Recordings
  • Hide ‘Decline’ Option
  • Auto-Accept Incoming Calls
  • Call Routing Timeout Settings
  • Time to route next call after declining
  • After Call Work
  • Update Outbound Caller ID (CNAM)
  • Activate Mobile Phone Number Identification

General

  • Q. How long does it take for a call recording to be available for playback?
  • Q. Why are abandoned calls from the same number creating a new Customer Profile?
  • Q. What happens when a Customer abandons a call?

Call Experience

  • Q. Why can’t I call toll-free numbers?
  • Q. Why am I seeing an unusually large number of declined calls?
  • Q. Why can’t I play a call recording?
  • Q. Why am I getting a call error when trying to call a Customer?
  • Q. Why can’t I accept phone calls offered to me?
  • Q. My headphones/microphone is not working. What should I do?
  • Q. My call quality is bad. What should I do?
  • Q. Can I make international calls in Gladly?
  • Q. Why am I receiving calls from unusual numbers?

Configuration

  • Q. Why can’t I find a recent phone number I purchased?

Voice Reports

  • Q. How long are callers waiting before they abandon their calls?

Get Started With IVR

  • Benefits of Using an IVR
  • IVR Templates
  • IVR Interface and Experience Overview
  • ‘Initial’ IVR and ‘Queue’ IVR
  • What’s an IVR?
  • What are Nodes?

Manage Your IVR

  • Check ‘Active’ and ‘Inactive’ IVRs
  • Check for Node Errors
  • Test IVR Updates
  • Add, Remove, Unlink Nodes in Existing IVR
  • Edit, Restore, Archive, and Duplicate an IVR
  • Voice Phone Number Settings
  • Create an IVR

IVR Best Practices

  • IVR Best Practices
  • Transfer Customers From Your IVR to SMS

Configure Basic IVR

  • Configure the Basic IVR

Configure Data Dips

  • What are ‘Data Dips’?
  • Set Up Data Dips
  • Data Dip Requirements

Manage Audio and Recordings

  • IVR Queue Music and Recording Options
  • Change ‘Hold’ or ‘Queue’ Music
  • Listen To and Replace Node Recordings

General

  • Q. Why is my IVR showing ‘unpublished?’
  • Q. How do I know where my IVR starts?
  • Q. How do I change the name of an IVR?

Configuration

  • Q. Who last updated and published the IVR?
  • Q. Why is the ‘Publish’ option grayed out?
  • Q. How do I add a DTMF or voice input option in the Menu node?

Operational

  • Q. How do I forward calls in the IVR?
  • Q. How do I block certain numbers from calling?
  • Q. How do I add SMS support in our IVR?
  • Q. How do I set up our holiday or business hours?
  • Q. How do I close our phones?

Get Started With Email

  • Email Setup Overview

Email Requirements

  • Email Configuration Requirements

Manage Email

  • Configure Remailer
  • Delete Email Address
  • Set ‘Reply-To` Email Address
  • Edit Email Sender Name
  • Find SPF and DKIM TXT Values
  • Configure Email Entry Points
  • Add Email Domain
  • Add Email Address

WhatsApp

  • Disconnect WhatsApp
  • Set Up and Configure WhatsApp

General Messaging Settings

  • Delay Routing of Next Message
  • Allow Preview of Incoming Messages
  • Allow Agents to Accept/Decline Inbound Messages
  • Messaging Session Auto-End Threshold Time

Get Started With Chat

  • Chat Using Glad App

Manage Chat

  • Add and Configure Chat Entry Points

Chat Best Practices

  • 24/7 Chat Support With Glad App
  • Glad App (Chat) Launch Checklist

Get Started With Facebook Messenger

  • Why Use Facebook Messenger

Manage Facebook Messenger

  • Disconnect Facebook Messenger
  • Set Up and Configure Facebook Messenger

Facebook FAQs and Troubleshooting

  • Q. Why did Facebook get disconnected from Gladly?

Manage Instagram Messaging

  • Disconnect Instagram Messaging
  • Instagram Messaging Conversation Settings
  • Set Up and Configure Instagram Messaging

Instagram Messaging Best Practices

  • Instagram Best Practices

Instagram Messaging FAQs and Troubleshooting

  • Q. Will tagged reposts create a new Conversation?
  • Q. Can I send an Instagram message to a Customer?

Operation

  • Q. Why are SMSes showing a ‘Delivery Failed’ error?
  • Q. Why is there no SMS option to send a text message?
  • Q. What does ‘We detected the contents of this message may violate carrier acceptable use policies’ when sending a text mean?

Configuration

  • Q. Why can’t I find a recent SMS number I purchased?

Get Started With Settings and Features

  • Settings Overview

Billing Questions

  • Invoice and Billing Resources

Get Started With Agent Status

  • Reports Used for Agent Status
  • How Idle Timing Affects Agent Status
  • Prepare to Use Active Status
  • What are ‘Away’ and ‘Active’ Agent Status?

Manage Agent Status

  • Edit Name of ‘Active’ and ‘Away’ Agent Statuses
  • Archive ‘Away’ and ‘Active’ Agent Status
  • Change Default ‘Active’ Status
  • Create ‘Away’ Agent Status
  • Create ‘Active’ Agent Status

General

  • Q. Do we need to use the ‘Active’ Agent status feature?
  • Q. Do Agents need to update their Availability if they change their Active status?
  • Q. How many ‘Active’ statuses can we add?

Configuration

  • Q. Why can’t I change an Active Status ‘Type?’

Get Started With Proactive Chat

  • Routing Rules for Proactive Chat Campaigns
  • Proactive Chat ‘Order’ and ‘Triggers’ Overview
  • Agent Experience for Proactive Chat
  • What is Proactive Chat?

Manage Proactive Chat

  • Deactivate Proactive Chat Campaign
  • Edit and Delete Proactive Chat Campaign
  • Create and Configure Proactive Chat Campaign
  • Test Proactive Chat
  • Manage Campaign Visibility Per Visit

Proactive Chat Best Practices

  • Proactive Chat Best Practices

General

  • Q. Does Proactive Chat work on desktop and mobile devices?
  • Q. Why is my Proactive Chat Campaign not appearing on my webpage?
  • Q. Why are Quick Reply buttons not appearing in a Proactive Chat Campaign?

Campaign

  • Q. How often will repeat visitors see Campaigns they Triggered?

Get Started With Proactive Voice

  • How Proactive Voice Works
  • What is Proactive Voice?

Manage Proactive Voice

  • Track Proactive Voice Status
  • Stop a Proactive Voice Campaign
  • Create a Proactive Voice Campaign

General

  • Q. Is there a delay in outbound calls for Proactive Voice?
  • Q. Can we create unique/Customer-specific messages for every Customer we call?

Campaign

  • Q. How many times will a Campaign try calling a Customer?
  • Q. Why is there a difference between the number of my contact list and the contacted list?
  • Q. What do Customers hear when they receive a call from a Campaign?

Get Started With Proactive SMS

  • Agent Experience for Proactive SMS Campaigns
  • What Is Proactive SMS?
  • Prepare To Use Proactive SMS

Manage Proactive SMS

  • Track Proactive SMS Campaign Status Outreach
  • Edit and Stop SMS Campaign and Outreach
  • Customers Opt-In and Opt-Out of Proactive SMS Campaigns
  • Create a Proactive SMS Campaign

Proactive SMS Best Practices

  • Proactive SMS Best Practices

General

  • Q. Can Customers opt-out of future SMS Campaigns?
  • Q. What report can I use to track Proactive SMS Campaigns?
  • Q. What’s the maximum number of SMSes Gladly can send?

Campaign

  • Q. Can we schedule and automatically repeat SMS Campaigns?
  • Q. Can we personalize SMSes for Proactive SMS Campaigns?

Get Started With Proactive Email

  • Agent Experience for Proactive Email Campaigns
  • Prepare To Use Proactive Email
  • What is Proactive Email?

Manage Proactive Email

  • Edit and Stop a Proactive Email Campaign Outreach
  • Track Proactive Email Campaign Status
  • Create a Proactive Email Campaign

Proactive Email Best Practices

  • Proactive Email Best Practices

General

  • Q. What’s the maximum number of Email Campaign messages Gladly can send?
  • Q. What report can I use to track Proactive Email Campaigns?

Campaign

  • Q. Can we schedule and automatically repeat Email Campaigns?
  • Q. Can we personalize emails for Proactive Email Campaigns?
  • Q. Can Customers opt-out of Proactive Email Campaigns?

Get Started With Ada

  • Ada Overview
  • Ada Integration Toolkit

Manage Ada

  • Set Up Ada Integration

Ada FAQs and Troubleshooting

  • Q. Who do I contact if I need help?

Get Started With Playvox

  • Playvox Integration Overview
  • Playvox Overview

Manage Playvox

  • Set Up Playvox Integration

Playvox/Playvox FAQs and Troublshooting

  • Q. Who do I contact if I need help with Playvox / Playvox?

Get Started With Attentive

  • Attentive Integration Toolkit
  • Attentive Overview

Manage Attentive

  • Set Up Attentive Integration

Attentive FAQs and Troubleshooting

  • Q. Who do I contact if I need help with Attentive?

Get Started With AWS EventBridge

  • AWS EventBridge Overview

Manage AWS EventBridge

  • Set Up AWS EventBridge Integration

Get Started With BigCommerce

  • BigCommerce Overview
  • BigCommerce Integration Toolkit

Manage BigCommerce

  • Set Up BigCommerce Integration
  • Refund, Discount, and Cancel Orders through BigCommerce Actions

BigCommerce FAQs and Troubleshooting

  • Q. Why are some product images not available?
  • Q. Why am I getting errors when processing a refund or cancellation?
  • Q. Why are some orders not available?
  • Q. Who do I contact if I need help with BigCommerce?

Get Started With Calabrio

  • Calabrio Overview
  • Calabrio Integration Toolkit

Manage Calabrio

  • Set Up Calabrio Integration

Get Started With Delighted

  • Delighted Overview
  • Delighted Integration Toolkit

Manage Delighted

  • Set Up Delighted Integration

Delighted FAQs and Troubleshooting

  • Q. Can I trigger Delighted surveys from Gladly?
  • Q. How do I navigate from Gladly to Delighted to get more context?
  • Q. How can my team add context about their follow-up with a customer?
  • Q. I just received a response but why is there no activity or Task entry in Gladly?
  • Q. Who do I contact if I need help with Delighted?

Get Started With Formspree

  • Formspree Integration Toolkit
  • Formspree Overview

Manage Formspree

  • Set Up Formspree Integration

Formspree FAQs and Troubleshooting

  • Q. Can Formspree automatically open a new conversation when a new form submission is submitted?
  • Q. Who do I contact if I need help with Formspree?

Get Started With Formstack

  • Formstack Integration Toolkit
  • Formstack Overview

Manage Formstack

  • Set Up Formstack Integration

Formstack FAQs and Troubleshooting

  • Q. Who do I contact if I need help with Formspree?

Get Started With HiOperator

  • HiOperator Overview
  • HiOperator Integration Toolkit

Manage HiOperator

  • Set Up HiOperator Integration

HiOperator FAQs and Troubleshooting

  • Q. How will we get visibility into the requests that HiOperator resolves?
  • Q. How is HiOperator different from a traditional outsourcer or BPO?
  • Q. Can HiOperator solve my complex tickets?
  • Q. How are HiOperator Agents able to keep your brand voice?
  • Q. Who do I contact if I need help?

Get Started With Idiomatic

  • Idiomatic Overview
  • Idiomatic Integration Toolkit

Manage Idiomatic

  • Set Up Idiomatic Integration

Idiomatic FAQs and Troubleshooting

  • Q. Are there any other considerations for using Idiomatic with Gladly?
  • Q. I have a lot of conversations to analyze. Will this cause rate limit errors?
  • Q. Who do I contact if I need help with Idiomatic?

Get Started With Klaviyo

  • Klaviyo Overview
  • Klaviyo Integration Toolkit

Manage Klaviyo

  • Set Up Klaviyo Integration

Klaviyo FAQs and Troubleshooting

  • Q. Who do I contact if I need help?

Get Started With MaestroQA

  • MaestroQA Overview
  • MaestroQA Integration Toolkit

Manage MaestroQA

  • Set Up MaestroQA Integration

MaestroQA FAQs and Troubleshooting

  • Q. It seems our Maestro data is not updated in real-time. Why?
  • Q. What report can I use to track MaestroQA events?
  • Q. Who do I contact if I need help with MaestroQA?

Get Started With Medallia Agent Connect

  • Medallia Agent Connect Overview
  • Medallia Agent Connect Integration Toolkit

Manage Medallia Agent Connect

  • Set Up Medallia Agent Connect Integration

Medallia Agent Connect FAQs and Troubleshooting

  • Q. What Channels does Medallia Support?
  • Q. Who do I contact if I need help with Medallia Agent Connect?
  • Q. How are CSAT ratings attributed?
  • Q. Can we see the Customer’s most recent rating?

Get Started With Magento

  • Magento Integration Toolkit
  • Magento Overview

Manage Magento

  • Set Up Magento Integration

Magento FAQs and Troubleshooting

  • Q. Do we need to turn off CSRF token generation?
  • Q. Who do I contact if I need help with Magento?

Get Started With Netomi

  • Netomi Overview
  • Netomi Integration Toolkit

Manage Netomi

  • Set Up Netomi Integration

Netomi FAQs and Troubleshooting

  • Q. Who do I contact if I need help with Netomi?
  • Q. Can Netomi AI hand off a Conversation to an Agent?
  • Q. Can we configure different responses based on Chat and Email channels?
  • Q. Can we close a Conversation with a Topic?

Get Started With Ordergroove

  • OrderGroove Integration Toolkit
  • Ordergroove Overview

Manage Ordergroove

  • Set Up OrderGroove Integration

Ordergroove FAQs and Troubleshooting

  • Q. What should I do if a Customer’s information is in Ordergroove but is not appearing in Gladly?
  • Q. Who do I contact if I need help with OrderGroove?
  • Q. I connected Ordergroove to Gladly through the Apps page but why can’t I see subscription details?

Get Started With Qualtrics

  • Qualtrics Overview
  • Qualtrics Integration Toolkit

Manage Qualtrics

  • Set Up Qualtrics Integration

Qualtrics FAQs and Troubleshooting

  • Q. Who do I contact if I need help with Qualtrics?
  • Q. Can I schedule the survey to be sent out after some period of time passed since?

Get Started With Flip

  • Flip Overview
  • Flip Integration Toolkit

Manage Flip

  • Set Up Flip Integration

Flip FAQs and Troubleshooting

  • Q. How will we get visibility into the Conversations that Flip resolves?
  • Q. Who do I contact if I need help?

Get Started With Screenmeet

  • ScreenMeet Cobrowse Overview
  • ScreenMeet Integration Toolkit

Manage Screenmeet

  • Manage Users
  • Set Up ScreenMeet Widget

Use Screenmeet

  • Reports to Track CoBrowse Sessions
  • Start a Cobrowse Session With ScreenMeet

Screenmeet FAQs and Troubleshooting

  • Q. How do I view ScreenMeet recordings?
  • Q. How do I get access to ScreenMeet?

Get Started With Segment

  • Segment Overview
  • Segment Integration Toolkit

Manage Segment

  • Set Up Segment Integration

Segment FAQs and Troubleshooting

  • Q. Who do I contact if I need help with Segment?

Get Started With Shopify

  • Shopify for Sidekick
  • Shopify Custom Attibutes and Metafields for Display and Routing
  • Shopify Integration Toolkit
  • Work With Shopify Actions
  • Shopify Overview

Manage Shopify

  • Add Glad App to Shopify ‘Checkout’ and ‘Thank You’ Page
  • Install Shopify in UAT or Sandbox Environment
  • Add Shopify Product Images
  • Migrate From Shopify Private to Public App
  • Set Up Shopify Integration

Shopify Actions

  • Update Shopify Order Notes
  • Shopify Order Detail Features
  • Refund, Discount, and Cancel Orders through Shopify Actions

Shopify FAQs and Troubleshooting

  • Q. Can I limit Shopify Actions by Agent?
  • Q. Customer did not receive their order refund/cancellation email confirmation
  • Q. Who do I contact if I need help with Shopify?
  • Q. How do I uninstall Shopify from Gladly?
  • Q. Can I connect multiple Shopify instances to Gladly?
  • Q. Why are order details missing in the Customer Profile?

Get Started With Simplr

  • Simplr Integration Toolkit
  • Simplr Overview

Manage Simplr

  • Set Up Simplr Integration

Simplr FAQs and Troubleshooting

  • Q. How will we get visibility into the tickets that Simplr resolves?
  • Q. How is Simplr different from a traditional outsourcer or BPO?
  • Q. How are Simplr Agents able to keep our brand and tone?

Get Started With Smile.io

  • Smile.io Overview
  • Smile Integration Toolkit

Manage Smile.io

  • Set Up Smile.io Integration

Smile.io FAQs and Troubleshooting

  • Q. Why can’t I see custom attributes in the Customer Profile?
  • Q. Who do I contact if I need help with Smile?

Get Started With Spree

  • Spree Overview
  • Spree Integration Toolkit

Manage Spree

  • Set Up Spree Integration

Spree FAQs and Troubleshooting

  • Q. How do we add more functionality to Spree?
  • Q. I’m using Gladly search and cannot find the events pushed from Spree. Why?
  • Q. Who do I contact if I need help with Spree?

Get Started With SupporTrends

  • SupporTrends Overview
  • View Gladly Conversations in SupporTrends
  • SupporTrends Integration Toolkit

Manage SupporTrends

  • Set Up SupporTrends Integration

SupporTrends FAQs and Troubleshooting

  • Q. Who do I contact if I need help with SupporTrends?
  • Q. Where can I find more information about how to use SupporTrends?

Get Started With Swell

  • Swell Overview
  • Swell Integration Toolkit

Manage Swell

  • Set Up Swell Integration

Swell FAQs and Troubleshooting

  • Q. Who do I contact if I need help with Swell?

Get Started With Emplifi

  • Emplifi Integration Toolkit
  • Emplifi Overview

Manage Emplifi

  • Set Up Emplifi Integration

Emplifi FAQs and Troubleshooting

  • Q. Who do I contact if I need help with Emplifi?

Get Started With Optimizely Data Platform

  • Optimizely Data Platform Overview
  • Optimizely Data Platform Integration Toolkit

Manage Optimizely Data Platform

  • Set Up Optimizely Data Platform Integration

Optimizely Data Platform FAQs and Troubleshooting

  • Q. Do reopened Conversations trigger events in Optimizely Data Platform?
  • Q. Who do I contact if I need help with the Optimizely Data Platform?

Get Started With Lookup Adapter Debugger

  • Debugger User Permission Requirement
  • What Is the Lookup Adaptor Debugger?

Get Started With Liveboards

  • Timezones on Liveboards
  • Display Options for Liveboards
  • What is Liveboards?
  • Staying Up to Speed with Liveboards

Liveboard Views

  • How to Use the Topics Liveboard
  • How to Use the People Match Liveboard
  • How to Use the Summary Liveboard
  • How to Use the Agents Liveboard

Liveboards FAQs and Troubleshooting

  • Q. Can I log Agents out through Agent Liveboard?
  • Q. Why am I getting an error when filtering Liveboards?

Self-Guide Implementation Package

  • Self-Guided Implementation Instructions
  • Self-Guided Implementation Overview

Infrastructure Setup

  • SSO Setup
  • Difference Between Sandbox and Production
  • Environment Access
  • Default Gladly Settings
  • Infrastructure Requirements

Launch Day

  • Launch Gladly

SMS

  • Tag a Phone Number as SMS
  • SMS and MMS Send Status
  • Send and Receive SMS Messages

Get Started with Loop Returns

  • Loop Returns Integration Toolkit
  • Loop Returns Overview

Manage Loop Returns

  • Set Up Loop Returns Integration

Loop Returns FAQs and Troubleshooting

  • Q. Who do I contact if I need help with Loop Returns?
  • Q. What should I do if a Customer’s information exists in Loop Returns but does not appear in Gladly?
  • Q. What should I do if I see an error message instead of the return information?

Get Started with Jotform

  • Jotform Overview
  • Jotform Integration Toolkit

Use Lookup Adaptor Debugger

  • Test Auto-linking + Details Workflow
  • Find Custom Attributes
  • Test Basic + Detailed Workflow

Manage Jotform

  • Set Up Jotform Integration

Voice

  • Respond to Voicemails
  • Answer, Mute, and Hold Phone Calls
  • Make Outbound Calls
  • End, Transfer, and Conference Calls

Jotform FAQ and Troubleshooting

  • Q. Who do I contact if I need help with Jotform?

Email

  • Create and Reply to Email Messages

Customer Relationships

  • Switch Between Profiles of Related Customers
  • Create, Edit, and Delete Relationships
  • Pin and Unpin Interactions Between Customers
  • What is Customer Relationships?

Get Started With Topics

  • What are Topics?
  • Principles of Hierarchical Topics

Manage Your Topics

  • Topic Hierarchy Maintenance
  • Archive Existing Topics
  • Require Topic for Every Conversation
  • Create and Manage Topics

Topics Best Practices

  • Design Your Topic Hierarchy
  • Apply Topics on Every Conversation

Get Started With SLA Business Hours (Reporting)

  • What Is SLA Business Hours?
  • Reports to Track SLA Business Hours

Manage SLA Business Hours (Reporting)

  • Edit SLA Business Hours
  • Configure SLA Business Hours

Social

  • Switch Between Messaging Sessions
  • Respond to and Initiate WhatsApp Messages
  • Respond to and Initiate Facebook Messages
  • Respond to Messages From Instagram

SLA Business Hours (Reporting) FAQs and Troubleshooting

  • Q. Do we have to set up SLA Business Hours?
  • Q. What happens to reports if we update our primary operating hours?

Get Started with Zinrelo

  • Zinrelo Overview
  • Zinrelo Integration Toolkit
  • Work With Zinrelo Actions

Manage Zinrelo

  • Set Up Zinrelo Integration

Zinrelo FAQs and Troubleshooting

  • Q. Who do I contact if I need help with Zinrelo?
  • Q. Why can’t I see custom attributes in the Customer Profile?

Get Started with FiveTran

  • Fivetran Integration Toolkit
  • Fivetran Overview

Manage FiveTran

  • Set Up Fivetran Integration

Get Started With Dedicated Hero

  • Rules for Dedicated Hero
  • What is Dedicated Hero?
  • How Dedicated Hero Works

Manage Dedicated Hero

  • Prepare to Use Dedicated Hero
  • Assign or Unassign a Dedicated Hero to a Customer

Dedicated Hero FAQs and Troubleshooting

  • Dedicated Hero FAQs
  • Dedicated Hero Scenarios for Agents and Managers

Get Started with Shipped Suite

  • Shipped Suite Integration Toolkit
  • Shipped Suite Overview

Manage Shipped Suite

  • Set Up Shipped Suite Integration

Shipped Suite FAQs and Troubleshooting

  • Q. Who do I contact if I need help with Shipped Suite?

Get Started With AI

  • Get Started With AI in Gladly

Get Started with Siena AI

  • Siena AI Overview
  • Siena AI Integration Toolkit

Manage Siena AI

  • Set Up Siena AI Integration

Siena AI FAQs and Troubleshooting

  • Q. How do I know which conversations were automated by Siena?
  • Q. Who do I contact if I need help with Siena AI?
  • Q. What User / Agent does Siena use to respond to conversations?

Data Export

  • Export Customer Email Addresses From Gladly

Security Compliance

  • Compliance Event Log
  • Configure Data Retention Settings and Data Deletion Options

AI Summaries

  • Summarize Conversation With AI Summaries

AI Authoring

  • Reauthor Existing Text With AI Authoring

Get Started With Focus

  • Start Here Before Activating Focus
  • Agent Experience for Focus
  • What is Focus?

Manage Focus

  • Configure Focus Settings

Focus FAQs and Troubleshooting

  • Q. How does using Focus impact Agent performance on reports?
  • Q. Will time spent in Focus mode appear in any reports?

Manage Custom Attributes Settings for Rules

  • Find Custom Attributes
  • Add New Custom Attributes as Conditions
  • Update Customer Lookup Timeout
  • Deactivate Custom Attribute Lookup Before Rules
  • Use Custom Attributes in Rules

List of Actions

  • Generative Reply
  • Update Conversation
  • Send Answers
  • Send Reply
  • Add Rules
  • Ask Question
  • Analyze Message
  • Filter Data
  • Refund Order
  • Look Up Return
  • Update Customer
  • Look Up Customer
  • Update Order
  • Look Up Tracking Info
  • Look Up Order
  • Check Tracking SLAs
  • Check Cancel Order Eligibility
  • Cancel Order
  • Update Subscription
  • Look Up Subscription
  • Cancel Subscription

Report Recipes

  • Insight Builder Recipe Library

Platform Readiness

  • Gladly Sidekick Holiday Preparation Checklist

Manage Shopify

  • Set Up Shopify Integration for Sidekick

Manage DHL Ecommerce

  • Set Up DHL Integration for Sidekick

Manage Returnly

  • Set Up Returnly Integration for Sidekick

Manage Loop Returns

  • Set Up Loop Integration for Sidekick

Manage Ordergroove

  • Set Up Ordergroove Integration for Sidekick

Manage Recurly

  • Set Up Recurly Integration for Sidekick

Manage Recharge

  • Set Up Recharge Integration for Sidekick

Manage Stripe

  • Set Up Stripe Integration for Sidekick

Manage Shipstation

  • Set Up Shipstation Integration for Sidekick

Manage Shipwire

  • Set Up Shipwire Integration for Sidekick

Manage Ship Hero

  • Set Up Ship Hero Integration for Sidekick

Get Started With Corso

  • Corso Integration Toolkit
  • Corso Overview

Manage Corso

  • Set Up Corso Integration

Corso FAQs and Troublshooting

  • Q. Who do I contact if I need help with Corso?

Interface Overview

  • Thread Builder Interface Overview
  • Sidekick Text Editor Interface Overview

Memories

  • Memories Overview
  • Memory Glossary

Answers

  • Manage Public Answers

Answer Threads Actions

  • Actions Overview
  • Generative Reply
View Categories
  • Home
  • Docs
  • Gladly Sidekick
  • Sidekick Integrations
  • List of Sidekick Partner Integrations
  • Returnly
  • Manage Returnly
  • Set Up Returnly Integration for Sidekick

Set Up Returnly Integration for Sidekick

< 1 min read

REQUIRED USER ROLE
Administrator

Before you start #

Review the following information before you connect Returnly with Gladly Sidekick.

  • Ensure you are logged into the Sidekick Dashboard. Contact Gladly Support with a P4 designation if you need assistance logging into the dashboard.
  • You will need the following credential in order to complete the Returnly integration:
    • API Key

Connect Returnly to Gladly Sidekick within the Sidekick Dashboard #

  1. Retrieve the API Key for your Returnly instance.
  2. Click Integrations from the main menu.
  3. Scroll to the Returns section.
  4. Click + Returns Integration.
  5. Select Returnly from the drop-down menu and click Add Integration.
  6. Find the newly populated Returnly integration. Click Authorization.
  7. Input the API Key into the field.
  8. Click Save.

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Updated on May 13, 2024
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viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
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li_gc5 months 27 daysLinkedin set this cookie for storing visitor's consent regarding using cookies for non-essential purposes.
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CookieDurationDescription
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bcookie1 yearLinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser IDs.
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