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  1. Help Center
  2. Setup

Setup

Getting Started

  • Signing up to SmileBack
  • Adding your company logo to SmileBack
  • Creating a CSAT survey for a closed ticket email

ConnectWise Manage

  • Setting up ConnectWise Manage API Key authentication
  • Static IP address for your firewall
  • Creating a custom security role in ConnectWise Manage
  • Adding a survey to ConnectWise Manage
  • Changing review agent attribution
  • How do I know if a company is receiving the survey or not?
See all 8 articles

Zendesk

  • Get started with SmileBack and Zendesk
  • Adding the survey to Zendesk
  • Zendesk user permissions

Freshworks

  • Get started with SmileBack and Freshsales
  • Get started with SmileBack and Freshdesk
  • Adding the survey to Freshdesk

Autotask

  • Getting started with SmileBack and Autotask
  • Adding the CSAT survey to Autotask

Kaseya

  • Getting started with Kaseya BMS
  • Adding the CSAT survey to Kaseya BMS

HaloPSA

  • Getting started with HaloPSA
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