Implementation Assistant

Implementation Assistant helps you customize the application for your specific business needs. It guides you through a DIY implementation plan that is customized based on your requirements for each module.

Role Required: SDAdmin

You can access Implementation Assistant under Help > Getting Started (Access Help from the footer).

Each help desk portal can have its own implementation plan. To create an implementation plan, click Build your Plan and SetUp.

Select the necessary modules and click Continue. The modules available for selection depends on your license.

A questionnaire will be displayed to help develop your implementation plan. Choose appropriate responses. Navigate the questionnaire using the Next and Back buttons.

After you have completed your questionnaire, click Finish.

A DIY plan will be created for your help desk portal. You can access it through a floating bubble in the lower right corner of all pages.

On the Implementation Plan pop-up,

Select the required configuration from the left pane and click Configure. This redirects to the respective configuration page in the application.
After you configure a setting, it will automatically be marked as completed . For assistance with the configurations, use Live Chat to chat with our support team.
If you do not want to configure a setting, simply click Mark as Completed.
Your progress will be monitored. You can return and resume configuration at any time by using the floating bubble

The floating bubble will be removed after all settings in the implementation plan are configured.