Help Topics

• About Grispi

  • How does Grispi work?
  • Grispi Dictionary
  • Why should I choose Grispi?
  • What can be done with a demo account?
  • What features does Grispi have?

• Account Management

  • How do I create a Grispi account?
  • How do I log in to Grispi?
  • What features are there in the agent workspace?
  • How do I add a agent?
  • How do I delete a user?

• Automations

  • How can I disable or delete automation?
  • Can I edit automations?
  • How can I create automation?
  • Who can create automations?
  • Business Rules

• Cooperation

  • How can I ensure that teams work in coordination on the same ticket?

• Customers

  • How can I update customer information?
  • Can I delete customer information?
  • Can I create a ticket without adding a customer?
  • How can I create a new customer?

• Demand Management

  • Can I export my requests in filters as excel?
  • How can I make bulk changes to tickets?
  • Demand Lifecycle
  • Can I automatically assign requests to a specific group or agent?
  • How can I customize the ticket management system?

• E-Mail Management

  • How can I send mail to my customers via Grispi?
  • Can I set the internal notes field as default?
  • How do I create quick templates when sending emails?
  • What is the difference between an “internal note” and a “public reply” in the mail field?
  • How can I use quick templates when sending emails?

• Filters

  • Who can create or export filters?
  • Can I export my requests in filters as excel?
  • How can I manage filters?
  • How can I create a filter?
  • Can I change the ticket order in the filters?

• Integrations

  • What is AloTech call integration and how to integrate?
  • Which cloud call center switchboards does Grispi integrate with?
  • Connexease Account Setup Stages
  • What is Grispi – Connexease Integration?
  • Grispi Integration with JivoChat

• Live Support (Chat)

  • What is Live Chat Widget?<br>How to use it?
  • Which Agents Can Respond to Requests from Chat?
  • How Can I Manage Customer Messages from Chat in Grispi?

• Organizations and Groups

  • How can I manage organization fields?
  • How can I create an organization?
  • How can I create a group?
  • What are the uses of organizations and groups?

• Reporting

  • How can I use the reporting system?
  • Can I create customized reports for my company’s needs?
  • What are Grispi Advanced Reports?
  • What are Grispi Advanced Reports?
  • How Can I Create Advanced Reports?

• Templates

  • How can I create a Template (macro)?

• Triggers

  • What are Triggers and What Do They Do?
  • How can I delete the trigger?
  • How can I edit an existing trigger?
  • How do I create a trigger?
  • Who can create the trigger?