Workspace Profile

Change the name and the color of the Workspace under 'Workspace Profile' settings.

Workspace Members

This is where you can manage the users in your Workspace. Use this page to invite or link users, see who is already in the team, restrict access and remove users from this Workspace.

Rating Categories

You can add as many or as few rating categories as you’d like (We generally recommend 3-7 to get started with). You can add groups which your categories fall into.

You can also adjust the weighting of the different categories or mark them as ‘Critical’ for automatic failure categories. You can also add a tag to this category so that it belongs to a specific scorecard. You can see more on multiple scorecards here.

See more tips for using 'Rating Categories' here.

Connections

Whereas you can attach your help desk to Klaus under the 'Company' settings, you can choose and attach a specific token also on the team level.

Example: You are using both Zendesk and Intercom in your support team. You connect both tools to Klaus under "Account" settings. You can create one Workspace for reviewing Intercom conversations and another Workspace for reviewing Zendesk tickets. So you can attach the Intercom token to one of the Workspaces and Zendesk token to the other Workspace under the "Workspace Settings".


Danger Zone

This is where you can delete the team (together with users and rating categories).

PS! These actions are irreversible.

Managing Filters

Once the teams have been set up, check out how the filters work and create your first ones. See a step by step guide on how to do it here.

 

 

 

Did this answer your question?