Skip to main content

Advice and answers from the Endear Team

Search results for:what can i learn from my pulse page
What data is pulled from Gorgias?
What can I filter from Gorgias… Search for a specific ticket You can view that status of support tickets
How do I start a new message from my Home page?
Learn how to quickly compose a message when you login to Endear … How to start a new message from Home page… 2. Review which Contact Method you're sending from. Click Edit if you'd like to send from another contact method
How do I create a new customer from my Home page?
Add new customers to Endear from your Home page … Can I bulk add or import customers? Still Need Help?… How to create a new customer from Customer card
What tasks will I see on my Home page?
You can learn more in our help section on Notes & Tasks… Applies To: All (Users, Managers, & Admins) The Tasks sidebar on your Home page will display both
Which conversations will I see on my Home page?
For more information: Which tasks will I see on my Home page? Still Need Help?… Applies to: All (Users, Managers, & Admins) The Conversations card on your Home page will display
Intro to Home
Learn the options of Quick Actions you can take on the Home landing page… Learn more about tasks here. Welcome to the My Inbox card!… you can locate the My Inbox card on the left side of the screen
How do I delete an Audience?
You can also delete the Audience from within the Audience itself, on the Customers page… from the Audiences page and the Customers Page… From Audience Page
How do I pin an Audiences to my Customers page?
Pin important Audiences to your customers landing page in Endear … Learn more about creating customer audiences and using the pin icon to add these Audiences to your homepage… View the pinned Audience on your Customers page
How do I view past invoices?
View past invoices from your Billing Settings page… You can your past invoices under your Billing Settings to see more information on plan details and overages
What is a note and how can I record one?
Learn how notes let you document important customer information and share this knowledge across team members… Overview - Creating a Note from the Home Page or Notes Page… If you want to create a note without linking to a specific customer, you can do so from the Home Page