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 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

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

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

Which tasks will I see on my Home page?

You can learn more in our help section on Tasks… Applies To: All (Users, Managers, & Admins) The Tasks card on your Home page will display both tasks

Intro to Home

Learn the options of Quick Actions you can take on the Home landing page… you can locate the My Inbox card on the left side of the screen… Your Inbox view The My Customers card, is where you can access a list of customers that have been assigned

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

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 filter items?

Find the most relevant selections from your Products page … How do I add items to a Story? How do I create a Story? Still Need Help?… Select the desired filter option from the menu. For this example, we selected Brand