This page contains the current documentation for system users, such as support
representatives and managers. If you administer iService or need help with
configuring your system, please read the
administrator documentation. If you
have questions about upgrading to the current release of iService or
would like to learn more about the product in general, please
contact us.
iService User Guides
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User Guide for Agents v5.7
The iService User Guide explains how to use iService to manage contact
information, answer customer questions, and use the Find Answers knowledge base.
It is intended for CSR and Manager level agents of the system.
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iService Video Tutorials
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A complete set of video tutorials is available for training your agents, or for a
quick overview of a particular topic. Visit the tutorial site at
iService.info and begin learning now.
The tutorials cover the following topics.
Basic Contact Search (0:56)
Advanced Contact Search Using Multiple Search Terms (1:27)
Working with Contacts (2:38)
Creating New Contacts (0:56)
The basic answering process (0:27)
Using variables and stock responses (1:04)
Responding using secure messages (1:05)
Keeping a copy of your response when you expect a reply (1:36)
Forwarding Messages (2:19)
Saving your work for later (0:25)
Adding notes to message history (0:40)
Resolving messages that don't need a response (1:00)
Changing the topic of a message (0:23)
Dealing with SPAM (0:26)
Interaction properties and message attachments (0:51)
The Quality Assurance Process (3:09)
Using the Supervise page (1:38)
Using the Message Queue Search page (1:44)
Finding and Viewing Answers (2:38)
Creating and Editing Answers (1:39)
Sending Notifications To Subscribers (1:07)
Submitting Questions (1:06)
Administering the Ask a Question Page (1:59)
The My Account Tab
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Integrated Help System
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Contect Sensitive Help
You can find help for most of the iService pages by clicking the help button on
the page where you need help. A new window will open with an image of the
current page. Move your mouse over the areas of the screen for which you need
help.
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Get the free Acrobat Reader.