The chat widget includes a "Tasks" tab with guided checklists to help you launch your account with ease. Each checklist contains clear, numbered steps and links to video tutorials for additional support. As you complete tasks, more checklists unlock—ensuring a smooth and complete setup experience.
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SOP
SOP
1. The tasks section of the chat widget is where you will find step by step instructions on how to get your account up and running!
2. Click the chat icon to open the messenger.
3. Select the "Tasks" tab to view your checklists!
4. This is where you will find all of your available checklists. Complete your current checklist to unlock more!
5. We are going to click into our first checklist to show you how it looks! (Your checklists might look different depending on when you sign up!).
6. From here, you will have numbered instructions to help guide you through your setup and even some more advanced features!
7. Make sure to mark your tasks complete to move on!
8. The checklists will be broken up to make it easier to follow!
9. The steps will send you to article trainings that have step by step video tutorials attached (like the one you are following now).
10. Make sure to go through all of the checklists to complete proper setup and message our team if you have any issues or questions!