Below are some recommended "Starter" articles for new Ricochet360 Agents to review to get familiarized with the Ricochet360 platform:



Lead Management Page (Filters) solution articles to review:


Lead Management Page (Action Column) solution articles to review:

Text Messaging Dashboard Section solution articles to review:
Text Messaging Dashboard Section (all articles listed in both sections - Filters & Actions column - can be applicable to most users)

Email Messaging Dashboard Section solution articles to review:
Email Messaging Dashboard Section (all articles listed in all sections can be applicable to users who are utilizing the email functionality in Ricochet)

Tasks Dashboard Section solution articles to review:
Tasks Dashboard - New Task Button (collection of articles & references to related articles about the New Task button for Tasks)
Tasks Dashboard - Task Filters (the last two articles - Filter Tasks by Branch & Filter Tasks by Teams are geared towards Admins/Branch Managers/Team Managers)
Tasks Dashboard - Task Columns (all articles except "Filter Task Page by User" are applicable to all users)
Tasks Dashboard - Actions Column (collection of articles related to the Actions column on the Tasks Dashboard)

Configuration -> User Settings solution articles to review:
Configuration - User Settings Section (collection of articles related to the various tabs in Configuration -> User Settings - some articles in the IMAP Credentials section may not be applicable to agent-permission users)

Configuration -> Phone Settings - Actions Column solution article to review:

Reports -> Call History solution articles to review:

General FAQ solution articles to review:

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If you need to submit a support ticket, Admins and Agents: Return to your Ricochet platform and proceed to file a ticket using the Help -> Get Support action to open the Help widget.

If you have access to Ricochet's Ahoy Management Portal - click anywhere in this message to open the Ahoy Management Portal and the Support Widget.

If you are utilizing the Ahoy platform for ticket submission, for fastest results, please log into Ahoy so we can gather all the necessary information from your Ricochet account during the Ticket Submission process.

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