Kickstarting Conversica: Managers & Admins

Kickstarting Conversica: Managers & Admins 

Welcome to the Kickstarting Conversica for Managers & Admins! 

This video series will help get your Managers and Admins up to speed with the benefits, functions, alerts, settings, and behaviors of the platform. 

Who should take this course? 

This course was created for all Managers and Admins that will be using or working closely with Conversica. 

This course includes key 

Conversica Information including: 

An introduction to what the platform is and how it will help your team.  How Conversica can fit into your current process using the Conversica 4 P's. 

What alerts, notifications, and settings your team will be receiving, and how to get the most out of your Conversica IVA. 

A brief summary of your contacts and where to find important resources for continued success with the platform. 

This is a quick overview of Conversica. 

For more detailed manager/admin onboarding training, please check out the 

New User Series path and New User Series Webinars held weekly. 

Kickstarting Conversica 

Kickstarting Conversica  Meet Conversica 

Let's get started by learning about Conversica with this short video  

Kickstarting Conversica  Understanding Conversica Basics

Kickstarting Conversica  Assistant Alerts & Notifications

Kickstarting Conversica  Manager Setting and Functions

Kickstarting Conversica: Understanding the RDA to Sales Handoff 

Watch this video to learn more about how the RDA plays a pivotal role in uncovering and cultivating interested leads before handing them off to you! 

Download Video 

Wrap Up 

Wrap Up  Conclusion & Survey