Role: Admin, Account Manager
Welcome to our (feline) family! Let's set up your account and get cracking on those conversation reviews.
To set up an account on Klaus:
Go to www.klausapp.com
Click Sign up at the top right corner. The signup screen opens.
Use your Google account, Slack account or email address to sign up. You will be immediately prompted to connect your help desk to your Klaus account.
Select your help desk from the Service dropdown.
Select from when you want to pull conversations into Klaus in the Pull in conversations from... dropdown.
Enter a name for the integration in the Name field.
Enter your customer service subdomain in the Subdomain field.
Enter your Email and customer service API Token, if required with the selected help desk service provider.
(Optional) Click Advanced to manage advanced settings that mask customer data, ignore specific content and hide sensitive data fields.
Click Add Connection to integrate your help desk with your Klaus account. The integration starts.
See here for a guide on how to connect your specific help desk tool to Klaus.
Next up you should set up your rating categories and scorecards.