Aloware users can easily connect with their Customer Success Manager (CSM) or sales representative through the Help dropdown, conveniently located in the top-right corner of your screen. By clicking the question mark icon (?), you can quickly schedule a call with your CSM and book appointments from their calendar.
This feature streamlines the process of booking appointments, making it easier to get the support you need without navigating through multiple platforms.
How admins can use it
Business admins can ensure that customers have direct access to your assigned CSMs or sales reps. It is important to keep CSM and sales rep assignments updated to maintain accurate support connections for customers.
By clicking on the '?' icon in the top right corner, you can:
Read the setup guide.
Request a call to your CSM and book an appointment through their calendar.
Connect with a solution engineer or tech support through Intercom chat if you do not have a CSM.
Access a form to request training tailored to your needs.
Where to set it up?
To use this feature, verify that your account settings are current. The CSM or sales rep's contact information can be found in the account settings under the billing tab, providing users with the latest details on their account manager.
