{"id":3323,"date":"2025-04-10T08:39:05","date_gmt":"2025-04-10T08:39:05","guid":{"rendered":"https:\/\/support.grispi.com\/knowledge-base\/%f0%9f%8e%afgrispi-starter-guide\/"},"modified":"2025-05-22T14:09:24","modified_gmt":"2025-05-22T14:09:24","slug":"grispi-starter-guide","status":"publish","type":"ht_kb","link":"https:\/\/support.grispi.com\/en\/knowledge-base\/grispi-starter-guide\/","title":{"rendered":"\ud83c\udfafGrispi Starter Guide"},"content":{"rendered":"\n<p>Welcome to Grispi! After creating your account, use this starter guide to quickly set up and begin managing multi-channel customer support.<\/p>\n\n\n\n<p>In this guide, you&#8217;ll find step-by-step instructions for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User management<\/li>\n\n\n\n<li>Ticket forms and filter settings<\/li>\n\n\n\n<li>Automations<\/li>\n\n\n\n<li>Integrations with email, social media, WhatsApp, and call center systems<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"555\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-32-1024x555.png\" alt=\"\" class=\"wp-image-3189\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-32-1024x555.png 1024w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-32-300x163.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-32-768x416.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-32-50x27.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-32-1536x832.png 1536w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-32-2048x1109.png 2048w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-32-60x33.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-32-100x54.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-email-integration\">\u2709\ufe0f 1. Email Integration<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-it-do\">\u2705 What does it do?<\/h3>\n\n\n\n<p>Automatically converts customer emails into support tickets in Grispi.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-for-other-email-services-outlook-exchange-yandex\">\ud83d\udd17 For Other Email Services (Outlook, Exchange, Yandex):<\/h3>\n\n\n\n<p>If you\u2019re using a non-Gmail system, follow this guide:<\/p>\n\n\n\n<p>\ud83d\udc49 <a href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-an-automatic-request-from-the-mail\/\">Guide to Forwarding Email to Grispi<\/a><\/p>\n\n\n\n<p>\ud83d\udce7 <strong>Need help? Contact:<\/strong> \u2192 <a href=\"mailto:support@grispi.com\">support@grispi.com<\/a><\/p>\n\n\n\n<p>Also see: <em><a href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-an-automatic-request-from-the-mail\/\">How to Integrate Email in Grispi (Mail Forwarding)<\/a><\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-your-unique-forwarding-address\">\ud83d\udce9 Your Unique Forwarding Address:<\/h3>\n\n\n\n<pre class=\"wp-block-code\"><code>support@yourdomain.grispi.com<\/code><\/pre>\n\n\n\n<p>All emails forwarded to this address will be converted into support tickets.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-gmail-google-workspace-setup\">\u2601\ufe0f Gmail \/ Google Workspace Setup:<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-installation-steps\">\ud83d\udd27 Installation Steps:<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Log in to your Gmail account<\/li>\n\n\n\n<li>Go to <strong>Settings (\u2699\ufe0f) > See All Settings<\/strong><\/li>\n\n\n\n<li>Click the <strong>Forwarding and POP\/IMAP<\/strong> tab<\/li>\n\n\n\n<li>Click <strong>Add a forwarding address<\/strong><\/li>\n\n\n\n<li>Enter: <code>support@yourdomain.grispi.com<\/code><\/li>\n\n\n\n<li>The Gmail confirmation email will appear in Grispi as a ticket<\/li>\n\n\n\n<li>Copy the verification code and paste it into Gmail<\/li>\n\n\n\n<li>Enable and save forwarding<\/li>\n<\/ol>\n\n\n\n<p>\u2705 All incoming Gmail messages will now appear in Grispi automatically.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"554\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-25-1024x554.png\" alt=\"\" class=\"wp-image-3174\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-25-1024x554.png 1024w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-25-300x162.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-25-768x415.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-25-50x27.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-25-1536x831.png 1536w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-25-2048x1108.png 2048w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-25-60x32.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-25-100x54.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-add-user\">\ud83d\udd10 2. Add User<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-it-do-1\">\u2705 What does it do?<\/h3>\n\n\n\n<p>Invites team members to view, manage, or respond to support tickets.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-to-do-it\">\ud83d\udee0\ufe0f How to do it:<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings > Users<\/strong><\/li>\n\n\n\n<li>Click <strong>Add User<\/strong><\/li>\n\n\n\n<li>Enter the name, email, and select a role<\/li>\n\n\n\n<li>An invitation email will be sent to the user<\/li>\n<\/ol>\n\n\n\n<p>\ud83d\udcc4 Related article: <em><a href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-do-i-add-a-user\/\">How to Add a User in Grispi<\/a><\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"553\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-26-1024x553.png\" alt=\"\" class=\"wp-image-3176\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-26-1024x553.png 1024w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-26-300x162.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-26-768x414.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-26-50x27.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-26-1536x829.png 1536w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-26-2048x1105.png 2048w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-26-60x32.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-26-100x54.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-create-filters\">\ud83d\uddc2\ufe0f 3. Create Filters<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-it-do-2\">\u2705 What does it do?<\/h3>\n\n\n\n<p>Organizes incoming tickets based on rules, helping agents focus on what matters.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-to-do-it-1\">\ud83d\udee0\ufe0f How to do it:<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Go to <strong>Tickets &gt; Filters &gt; Create Filter<\/strong><\/strong><\/li>\n\n\n\n<li>Name your filter (e.g., <em>Instagram Tickets<\/em>)<\/li>\n\n\n\n<li>Set conditions:\n<ul class=\"wp-block-list\">\n<li>Channel = Instagram<\/li>\n\n\n\n<li>Status \u2260 Closed<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click <strong>Save<\/strong><\/li>\n<\/ol>\n\n\n\n<p>\ud83d\udcc4 Related article: <em><a href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-a-filter\/\">How to Create a Filter<\/a><\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"554\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-27-1024x554.png\" alt=\"\" class=\"wp-image-3179\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-27-1024x554.png 1024w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-27-300x162.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-27-768x415.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-27-50x27.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-27-1536x831.png 1536w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-27-2048x1108.png 2048w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-27-60x32.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-27-100x54.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-ticket-forms-and-fields\">\ud83e\uddfe 4. Ticket Forms and Fields<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-it-do-3\">\u2705 What does it do?<\/h3>\n\n\n\n<p>Customizes the data you collect from customers to improve routing and resolution speed.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-to-do-it-2\">\ud83d\udee0\ufe0f How to do it:<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings > Ticket Forms<\/strong><\/li>\n\n\n\n<li>Create or edit a form<\/li>\n\n\n\n<li>Add fields like <strong>Description<\/strong>, <strong>Order Number<\/strong>, <strong>File Upload<\/strong><\/li>\n\n\n\n<li>Define which fields are required or hidden<\/li>\n<\/ol>\n\n\n\n<p>\ud83d\udcc4 Related article: <em><a href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/customer-ticket-form-creation\/\">Creating a Customer Ticket Form<\/a><\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"555\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-28-1024x555.png\" alt=\"\" class=\"wp-image-3181\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-28-1024x555.png 1024w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-28-300x163.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-28-768x416.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-28-50x27.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-28-1536x832.png 1536w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-28-2048x1109.png 2048w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-28-60x33.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-28-100x54.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-triggers\">\u2699\ufe0f 5. Triggers<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-it-do-4\">\u2705 What does it do?<\/h3>\n\n\n\n<p>Performs automatic actions when specific events occur\u2014like assigning tickets or sending notifications.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-to-do-it-3\">\ud83d\udee0\ufe0f How to do it:<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings > Automation > Triggers<\/strong><\/li>\n\n\n\n<li>Click <strong>Add Trigger<\/strong><\/li>\n\n\n\n<li>Define conditions (e.g., Channel = Instagram, Status = Open)<\/li>\n\n\n\n<li>Set actions (e.g., Add tag: <code>social media<\/code>)<\/li>\n\n\n\n<li>Save and activate<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-example-use-cases\">\ud83c\udfaf Example use cases:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tag all Instagram tickets as &#8220;social media&#8221;<\/li>\n\n\n\n<li>Route WhatsApp tickets to a specific team<\/li>\n\n\n\n<li>Flag holiday-related tickets for prioritization<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udcc4 Related article: <em><a href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-do-i-create-a-trigger\/\">How to Create a Trigger<\/a><\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-6-automations\">\ud83d\udd01 6. Automations<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-it-do-5\">\u2705 What does it do?<\/h3>\n\n\n\n<p>Executes time-based or manual rules to handle repetitive tasks like follow-ups or escalations.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-to-do-it-4\">\ud83d\udee0\ufe0f How to do it?<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings > Business Rules > Automations<\/strong><\/li>\n\n\n\n<li>Click <strong>Add Automation<\/strong><\/li>\n\n\n\n<li>Define conditions (e.g., Created > 5 days ago, Status = Open)<\/li>\n\n\n\n<li>Choose actions (e.g., Change Status to: <code>In Follow-Up<\/code>)<\/li>\n\n\n\n<li>Save and activate<\/li>\n<\/ol>\n\n\n\n<p>\ud83d\udcc4 Related article: <em><a href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-can-i-create-automation\/\">How Can I Create Automation?<\/a><\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-example-use-cases-1\">\ud83c\udfaf Example use cases:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Escalate unanswered tickets after 48 hours<\/li>\n\n\n\n<li>Move 5-day-old tickets to \u201cIn Follow-Up\u201d<\/li>\n\n\n\n<li>Auto-close tickets 3 days after no customer response<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"553\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-30-1024x553.png\" alt=\"\" class=\"wp-image-3185\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-30-1024x553.png 1024w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-30-300x162.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-30-768x415.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-30-50x27.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-30-1536x830.png 1536w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-30-2048x1106.png 2048w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-30-60x32.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-30-100x54.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-7-social-media-integration\">\ud83d\udce3 7. Social Media Integration <\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-it-do-6\">\u2705 What does it do?<\/h3>\n\n\n\n<p>Connects Facebook and Instagram accounts to Grispi, so DMs and comments become support tickets.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-steps\">\ud83d\udccc Steps:<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Contact Grispi technical support to request ConnexEase setup<\/li>\n\n\n\n<li>Arrange a meeting with a Facebook Business Manager admin<\/li>\n\n\n\n<li>After the meeting:\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Settings > Channels > Social Media > G-Social<\/strong><\/li>\n\n\n\n<li>Open the <strong>ConnexEase<\/strong> section<\/li>\n\n\n\n<li>Enter the username and password provided<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>After setup, create a filter (e.g., Channel = Instagram)<\/li>\n<\/ol>\n\n\n\n<p>\ud83d\udcc4 Related article: <em><a href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/grispi-integration-with-connexease-social-media-and-whatsapp-management\/\">Grispi Integration with ConnexEase<\/a><\/em><\/p>\n\n\n\n<p><a href=\"https:\/\/calendar.google.com\/calendar\/u\/0\/appointments\/schedules\/AcZssZ3yMmo7nEjH9fLMcbgFH2t2XHZxUgtRTq5s3PkbOM8YM5zmwJz9IZCbeSOcpItyQ1aMp4gXdyoD\">\ud83d\udcc5\ud83d\udc49 Schedule a meeting<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-8-whatsapp-integration\">\ud83d\udcac 8. WhatsApp Integration <\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-it-do-7\">\u2705 What does it do?<\/h3>\n\n\n\n<p>Automatically converts WhatsApp messages into support tickets.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-important-notes\">\u26a0\ufe0f Important Notes:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The number must be able to receive SMS or calls<\/li>\n\n\n\n<li>Any IVR system must be disabled<\/li>\n\n\n\n<li>The number must be linked to a physical phone<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-steps-1\">\ud83d\udccc Steps:<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Contact the Grispi technical team<\/li>\n\n\n\n<li>Setup is completed via ConnexEase<\/li>\n\n\n\n<li>Verify the number via SMS or call<\/li>\n<\/ol>\n\n\n\n<p>\ud83d\udcc4 Related article: <em><a href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/how-to-integrate-whatsapp-in-grispi\/\">How to Integrate WhatsApp in Grispi<\/a><\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"552\" src=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-33-1024x552.png\" alt=\"\" class=\"wp-image-3191\" srcset=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-33-1024x552.png 1024w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-33-300x162.png 300w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-33-768x414.png 768w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-33-50x27.png 50w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-33-1536x828.png 1536w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-33-2048x1104.png 2048w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-33-60x32.png 60w, https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/image-33-100x54.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-9-call-center-integrations-e-g-alotech-oprisus\">\u260e\ufe0f 9. Call Center Integrations (e.g., Alotech, Oprisus)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-it-do-8\">\u2705 What does it do?<\/h3>\n\n\n\n<p>Links incoming\/outgoing calls to support tickets and displays caller info on the agent\u2019s screen.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-steps-2\">\ud83d\udccc Steps:<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Contact the Grispi support team<\/li>\n\n\n\n<li>Provide the following details:\n<ul class=\"wp-block-list\">\n<li>Number of agents<\/li>\n\n\n\n<li>Each agent\u2019s full name, email, and extension<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>\ud83d\udce7 For help: <a>support@grispi.com<\/a><\/p>\n\n\n\n<p>\ud83d\udcc4 Related articles:<\/p>\n\n\n\n<p><em><a href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/what-is-oprisus-solveline-call-integration-and-how-to-activate\/\">What Is Oprisus (Solveline) Call Integration and How to Activate It?<\/a><\/em><\/p>\n\n\n\n<p><em><a href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/with-which-virtual-switchboards-is-there-integration\/\">Grispi Call Center Integration: Alotech and Oprisus<\/a><\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-you-re-all-set\">\u2705 You\u2019re All Set!<\/h2>\n\n\n\n<p>You\u2019ve now:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Added team members<\/li>\n\n\n\n<li>Integrated your communication channels<\/li>\n\n\n\n<li>Set up filters, triggers, and automations<\/li>\n<\/ul>\n\n\n\n<p>With Grispi, you\u2019re ready to manage all customer tickets across multiple channels\u2014efficiently, centrally, and professionally.<\/p>\n\n\n\n<div data-wp-interactive=\"core\/file\" class=\"wp-block-file\"><object data-wp-bind--hidden=\"!state.hasPdfPreview\" hidden class=\"wp-block-file__embed\" data=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/&#x1F3AF;-Grispi-Baslangic-Rehberi.pdf\" type=\"application\/pdf\" style=\"width:100%;height:600px\" aria-label=\"Embed of &lt;br&gt;&lt;br&gt;&lt;br&gt;\ud83c\udfaf Grispi Bas\u0327lang\u0131c\u0327 Rehberi.\"><\/object><a id=\"wp-block-file--media-f155d68e-f0de-4ded-af32-ec6300b14f9d\" href=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/&#x1F3AF;-Grispi-Baslangic-Rehberi.pdf\"><br\/><br\/><br\/>\ud83c\udfaf Grispi Starter Guide<\/a><a href=\"https:\/\/support.grispi.com\/wp-content\/uploads\/2025\/04\/&#x1F3AF;-Grispi-Baslangic-Rehberi.pdf\" class=\"wp-block-file__button wp-element-button\" download=\"\" aria-describedby=\"wp-block-file--media-f155d68e-f0de-4ded-af32-ec6300b14f9d\">\u0130ndir<\/a><\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Welcome to Grispi! After creating your account, use this starter guide to quickly set up and begin managing multi-channel customer support. In this guide, you&#8217;ll find step-by-step instructions for: \u2709\ufe0f 1. Email Integration \u2705 What does it do? Automatically converts customer emails into support tickets in Grispi. \ud83d\udd17 For Other&#8230;<\/p>\n","protected":false},"author":6,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"googlesitekit_rrm_CAowiMm_DA:productID":"","footnotes":""},"ht-kb-category":[],"ht-kb-tag":[],"class_list":["post-3323","ht_kb","type-ht_kb","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v18.7 (Yoast SEO v20.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\ud83c\udfafGrispi Starter Guide - Grispi Support<\/title>\n<meta name=\"description\" content=\"Welcome to Grispi! After creating your account, use this starter guide to quickly set up and begin managing multi-channel customer support. In this guide,\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/support.grispi.com\/en\/knowledge-base\/grispi-starter-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\ud83c\udfafGrispi Starter Guide\" \/>\n<meta property=\"og:description\" content=\"Welcome to Grispi! After creating your account, use this starter guide to quickly set up and begin managing multi-channel customer support. 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