Setup

HaloPSA

• Getting started with HaloPSA

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

• Adding the CSAT survey to Autotask

Kaseya

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