Course Category: Gladly Software Courses

Work as a Task Only User

Course Description Learn how to receive and manage Tasks as a Task User in Gladly. What you’ll learn Who should take this course Task Only user roles or anyone who works on Tasks in Gladly.
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Call Listen, Coach, and Join

Course Description Use the call Listen, Coach, and Join feature to support Agents when they need help assisting Customers in real-time and to support your QA processes. What you’ll learn Who should take this course Administrators, Team Managers, or Agent Plus user roles.
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How to Work With Insight Builder

Course Description Use Insight Builder to craft and visualize detailed reports from your Gladly data. Get started on all the basics of building reports, how to utilize datasets, and address typical questions about your Gladly data. What you’ll learn Insight Builder is an add-on feature in Gladly and requires activation. Who should take this course […]
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How to Work With OOTB Reports and Dashboards

Course Description As you know, Gladly is a full-featured CX platform! We offer you the tools you need to engage with Customers across a variety of Channels and touchpoints. Gladly also offers many different types of reports that will help you answer questions related to the operation of your Customer Service Center. This course will help you […]
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Customer Data Protection and Compliance

Course Description Learn how to manage Customer data to keep your Customer information safe and secure. What you’ll learn Who this course is for Administrators or Compliance Administrator user roles.
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Use and Manage the Answers Knowledge Base

Course Description Knowledge is power! That saying can’t be more true in Gladly through the marvelous ‘Answers’ feature. Answers is used to power knowledge base information for Help Center, and Glad App, including Agent-specific FAQs and help information. What you’ll learn Who should take this course Answer Administrators, Team Managers, and Administrator user roles.
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