Service

Getting Started & Reference

• What is Insightly Service?
• Service Plan Level Limits
• Glossary of Insightly Service Terms
• Insightly Service Mobile Application

Tickets & Queues

• Creating and Managing Tickets
• Creating and Managing Queues
• How to use Web to Ticket Webforms
• Customer Satisfaction Surveys (CSAT)
• Ticket Email Bounce Errors

Automation, Macros & SLAs

• How to use Automations
• How to use Macros
• Creating and Managing SLAs

Knowledge Base & Portal

• Create and Publish Knowledge Articles
• How to use the Community
• Brands & Portal Guide

Reporting & Dashboards

• Service Reports
• Insightly Service Dashboard Cards

Settings & Branding

• Service User Settings Guide
• How to replace the Insightly logo with your own logo
• Configuring Email Templates for Ticket Alerts
• How to use Email Settings in Service App
• Languages (Service & CRM)