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User Manual

How to setup Mevrik Acccount

By Gadiel | 26 Articles

Articles

Unified Inbox

The Unified Inbox allows agents to manage conversations from multiple channels in one place, improving communication and response time. It offers automated conversation assignment and real-time monitoring.

Manual Conversation List

The Unified Inbox Conversation List allows users to manage and prioritize conversations efficiently. It shows active, pending, and closed tickets, and provides advanced search options.

Manual Customer Information & Apps Card

The Customer Information & Apps Card provides agents with comprehensive customer data and tools. It includes customer profiles, custom attributes, interaction history, a knowledge base, notes, issue conversion, and conversation summaries.

Manual CRM

This article provides an overview of managing customer relationships with Mevrik's CRM. It explains how to access and customize customer data, use filters and cohorts, add profiles, import data, and edit columns.

Manual Settings

Users can personalize their application's behavior, appearance, and features by accessing settings, improving usability and enhancing their user experience.

Manual Plans & Billing

The article provides an overview of how to select and purchase a billing plan on Mevrik, including options for free trials and adding promo codes for discounts. It also explains how to update billing information and view invoices.

Manual Users

The Users Module in Mevrik DCX allows admins to invite, manage, and monitor users for customer service operations. Various user types can be added, including agents, supervisors, seasonal users, and view-only users. The module also provides advanced features like team assignment and reporting capabilities. Users can be invited, their access can be revoked if needed, and their status can be tracked.

Manual Channels

Mevrik offers various communication channels, including chat, social media, email, and video chat, allowing businesses to connect with customers across platforms. It also provides integration with external platforms and services. The article provides instructions on personalizing and connecting different channels such as Facebook, Instagram, and WhatsApp.

How to setup Mevrik Account?

Create your company profile on Mevrik for free by providing your information and starting a 14-day trial account. Sign in with your credentials to access your account.

Manual Add-ons

The article discusses the impact of climate change on the world's oceans, highlighting rising temperatures and the threat to marine life.

Manual Profile

This article explains how to update personal profile, security settings, and check activity in Mevrik.

Manual Conversation Window

This article describes the chat interface for viewing customer conversations with agents, including customer identification, channel name, operating duration, and assigning customers to agents.

Manual Disposition

The Mevrik disposition feature allows agents to manage customer complaints and queries through customizable disposition types, categories, and sub-categories.

Manual Business Hour

This article discusses how users can define business operating hours, choose time zones, and input holidays. They can also set working hours and designate support availability.

Manual Mevrik AI

This article explains how to set up various AI features in MevriK AI, such as Smart Reply, Translator, Tone Changer, Conversation Summary, Reply Generator, Sentence Extender, Sentence Shortener, Sentence Rewording, Grammar & Spell Fix.

Manual Payment Profiles

The article discusses how to save or update billing address and payment card information in the payment option settings.

Manual Reply Window

The Response Hub is a central platform for managing customer inquiries and composing tailored responses across different communication channels. It includes features such as smart replies, attachments, flagging, emoticons, and AI assistance for efficient and effective customer support.

Dashboard

The article explains the various elements visible on the dashboard after signing in, including user and conversation counts, charts, and profile customization options.

Manual Canned Response

The Canned Response feature provides auto templates for emails, comments, and messages, with customizable visibility options.

Canned Response

The Canned Response feature allows users to create auto templates for emails, comments, and messages, with control over visibility and easy editing/deletion.

Manual CSAT

Mevrik Customer Feedback helps businesses collect and analyze customer feedback, improving customer experience and satisfaction through a CSAT survey.

Manual Knowledgebase

This article provides a step-by-step guide on how to create and publish articles in a knowledge base using the Mevrik AI feature. It also explains how to create categories, customize the web UI, and publish the knowledge base on a website.

Manual Assignment Profile

This article provides instructions on how to create an assignment profile in a software platform.

Manual Skill Manager

The Skills Manager tool enhances customer-agent routing by matching customer inquiries with the most suitable agent based on their expertise.

Manual Business Profile

Mevrik requires customers to create a business profile during signup for their services, allowing consolidation and flexibility for future changes.

Resetting Password

This article explains how to reset your password if you have forgotten it on the Mevrik platform.