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Advice and answers from the Endear Team
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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
Can
I
upgrade
my
plan during
my
trial?
By default, your free trial of Endear will start you on our Starter plan, so that you
can
see how our… In order to upgrade your plan, an admin will need to visit your account's billing
page
and provide a