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                                                                                              • Contact Us
                                                                                                • Platform Status
                                                                                                • Mortgage GSE
                                                                                                  • Capacity GSE Beta
                                                                                                  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
                                                                                                                                                                                                  • Mortgage GSE
                                                                                                                                                                                                    • Capacity GSE Beta
                                                                                                                                                                                                    1. Home
                                                                                                                                                                                                    2. Getting Started

                                                                                                                                                                                                    Getting Started

                                                                                                                                                                                                    Quick Start
                                                                                                                                                                                                    Customer Stories
                                                                                                                                                                                                    Capacity Mobile App

                                                                                                                                                                                                    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