How to Assign a Dialogue to a Team Member
If you want to assign a team member as the owner of a Dialogue, simply: Click in the Owner field If you are the current owner this will be displayed as "Me". From the dropdown menu that appears, you will
- Tag: Dialogue Management, Let's Talk
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How to Collaborate With Team Members in Let's Talk
If you want to bring in someone else from your organization to join the Dialogue and conversation: Option One - Add them under Team Members Under the Team Members section to the left of the Dialogue, click on the Edit Team
How to Assign a Dialogue to a Team
If your team receives a Dialogue that should really be answered by a different team, you can reassign the Dialogue to a completely different team by changing the Topic. The owner of that Topic will receive an alert notifying them
How to Forward a Dialogue
To share a Dialogue with someone who is not a Let’s Talk! User: Click on the three dots icon in the top right-hand corner of the Dialogue screen, just below the Dialogue number. Select Forward, and a pop-up window will appear Enter
Understanding Key Terms and Roles in Let's Talk
It's a short list, but it makes sense to start on the same page: Key Terms Account – The subscription agreement between an association, district, or school with K12 Insight for a limited-access license to Let’s Talk!. Customer – Member
Let's Talk Digest Preferences
Dialogue and Dashboard Reports Keep important information at your fingertips with Dialogue and Dashboard Reports. Each User can set his or her own preferences regarding Digest delivery. System Administrators do not control these settings account-wide. Dialogue Activity Report Sends an
Customer Feedback Form: How It Works
Customer Feedback Forms and collecting Cx Scores Gathering feedback is a big part of Let’s Talk!, and hearing from customers regarding the service they received is an important piece. How it Works When a User clicks Send/Post as Closed, a
How to Use Dialogue Aging
While all users can access their own relevant reports on the Dashboard, System Administrators help to make that information as meaningful as possible by customizing reporting settings. Dialogue Aging Settings Fine-tune how Dialogues age to make your metrics matter. Go
Whitelisting
Of course security is a big thing, and that's good news. If you find that Dialogues or notification emails (Hey -- you have a new Dialogue! Hey -- you've been added to a team!) aren't getting to your users, that's