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
  • How can I set the rules for assigning tickets?
  • 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?
  • How can I create an automatic first response to tickets received via email?
  • What is the difference between an “internal note” and a “public reply” in the mail field?

• 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 does AloTech integration provide?
  • With which virtual switchboards is there integration?

• Organizations and Groups

  • How can I manage organization spaces?
  • 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?
  • How can I generate productivity-related reports?
  • Can I create customized reports for my company’s needs?

• Templates

  • How can I create a macro (quick template)?

• Triggers

  • About Triggers
  • How can I delete the trigger?
  • How can I edit an existing trigger?
  • How do I create a trigger?
  • Who can create the trigger?