• Getting Started
    • Onboarding
      • Webinar Recordings
        • Profile & Account
        • Knowledge Base
          • Knowledge Base Tips
            • Exchanges
              • Guided Conversations
                • Guided Conversation Functions
                  • Guided Conversation Cards
                  • Cloud Drive
                    • Sites and Articles
                      • External Knowledge Base Integrations
                        • System Messaging
                        • Helpdesk and LiveChat
                          • Helpdesk
                            • LiveChat
                            • Concierge
                              • Concierge Set Up
                                • Concierge Visual Editor Examples
                                • Concierge Developer Tools
                                  • Legacy Concierge Guides
                                  • CRM
                                    • Accounts & Contacts
                                    • AI in the Capacity Platform
                                      • Capacity's Approach to AI
                                        • Generative AI Tools
                                        • Automations and Workflows
                                          • Automations
                                            • Workflows
                                            • Analytics
                                              • Baseline CSV Reports
                                                • Bot Reporting
                                                • Settings
                                                  • Helpdesk Settings
                                                    • Org Settings
                                                      • Custom Fields
                                                      • Interface Settings
                                                        • Chat Settings
                                                          • SMS Settings
                                                            • Responders
                                                          • Developer Platform and Databases
                                                            • Developer Platform
                                                              • LiveDB
                                                                • CapacityDB
                                                                  • Tutorials
                                                                  • GC in Apps
                                                                  • Surveys
                                                                    • Create Survey
                                                                      • Deploy Survey
                                                                      • Integrations and Interfaces
                                                                        • App Integrations
                                                                          • Microsoft
                                                                            • Encompass
                                                                              • Other Apps
                                                                              • Interfaces
                                                                                • Microsoft
                                                                                  • Slack
                                                                                    • Google Chat
                                                                                    • Authentication
                                                                                      • Capacity API
                                                                                        • Webhooks
                                                                                        • Troubleshooting
                                                                                          • Browsers
                                                                                            • Email
                                                                                              • Contact Us
                                                                                                • Platform Status
                                                                                                Knowledge Center
                                                                                                  • Getting Started
                                                                                                    • Onboarding
                                                                                                      • Webinar Recordings
                                                                                                        • Profile & Account
                                                                                                        • Knowledge Base
                                                                                                          • Knowledge Base Tips
                                                                                                            • Exchanges
                                                                                                              • Guided Conversations
                                                                                                                • Guided Conversation Functions
                                                                                                                  • Guided Conversation Cards
                                                                                                                  • Cloud Drive
                                                                                                                    • Sites and Articles
                                                                                                                      • External Knowledge Base Integrations
                                                                                                                        • System Messaging
                                                                                                                        • Helpdesk and LiveChat
                                                                                                                          • Helpdesk
                                                                                                                            • LiveChat
                                                                                                                            • Concierge
                                                                                                                              • Concierge Set Up
                                                                                                                                • Concierge Visual Editor Examples
                                                                                                                                • Concierge Developer Tools
                                                                                                                                  • Legacy Concierge Guides
                                                                                                                                  • CRM
                                                                                                                                    • Accounts & Contacts
                                                                                                                                    • AI in the Capacity Platform
                                                                                                                                      • Capacity's Approach to AI
                                                                                                                                        • Generative AI Tools
                                                                                                                                        • Automations and Workflows
                                                                                                                                          • Automations
                                                                                                                                            • Workflows
                                                                                                                                            • Analytics
                                                                                                                                              • Baseline CSV Reports
                                                                                                                                                • Bot Reporting
                                                                                                                                                • Settings
                                                                                                                                                  • Helpdesk Settings
                                                                                                                                                    • Org Settings
                                                                                                                                                      • Custom Fields
                                                                                                                                                      • Interface Settings
                                                                                                                                                        • Chat Settings
                                                                                                                                                          • SMS Settings
                                                                                                                                                            • Responders
                                                                                                                                                          • Developer Platform and Databases
                                                                                                                                                            • Developer Platform
                                                                                                                                                              • LiveDB
                                                                                                                                                                • CapacityDB
                                                                                                                                                                  • Tutorials
                                                                                                                                                                  • GC in Apps
                                                                                                                                                                  • Surveys
                                                                                                                                                                    • Create Survey
                                                                                                                                                                      • Deploy Survey
                                                                                                                                                                      • Integrations and Interfaces
                                                                                                                                                                        • App Integrations
                                                                                                                                                                          • Microsoft
                                                                                                                                                                            • Encompass
                                                                                                                                                                              • Other Apps
                                                                                                                                                                              • Interfaces
                                                                                                                                                                                • Microsoft
                                                                                                                                                                                  • Slack
                                                                                                                                                                                    • Google Chat
                                                                                                                                                                                    • Authentication
                                                                                                                                                                                      • Capacity API
                                                                                                                                                                                        • Webhooks
                                                                                                                                                                                        • Troubleshooting
                                                                                                                                                                                          • Browsers
                                                                                                                                                                                            • Email
                                                                                                                                                                                              • Contact Us
                                                                                                                                                                                                • Platform Status
                                                                                                                                                                                                1. Home
                                                                                                                                                                                                2. Getting Started

                                                                                                                                                                                                Getting Started

                                                                                                                                                                                                Quick Start
                                                                                                                                                                                                Customer Stories

                                                                                                                                                                                                Onboarding

                                                                                                                                                                                                Preparing for Onboarding
                                                                                                                                                                                                Log Into the Console
                                                                                                                                                                                                Commonly Used Concepts
                                                                                                                                                                                                Subject Matter Experts FAQs
                                                                                                                                                                                                5 Steps to a Successful Launch

                                                                                                                                                                                                Webinar Recordings

                                                                                                                                                                                                Webinar Recordings

                                                                                                                                                                                                Profile & Account

                                                                                                                                                                                                Notification Preferences