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Help Center
Getting Started
Getting started with Chatgenie
Creating your first flow
How does Chatgenie decides who gets assigned to a channel when a channel gets created?
How can we send tickets from 2 or 3 service boards to Slack or Teams?
What are the filters on the Tickets?
Can you add custom filters to Flows?
What does Chatgenie integrate with apart from ConnectWise Manage?
How do we request a feature that we need?
Messenger
Getting started with Messenger
How to install Messenger on desktop
How do customers use Messenger chat?
Embedding the chat in your website
Inbox
What is Inbox and how do I use it?
Download Inbox for Desktop
Can I style messages?
How do I track time in Inbox?
Setting up your first channel and flow
Slack
How to use Chatgenie on Slack
Can we turn off saving Slack history to ConnectWise Manage?
Workflow rules - how often is this rule running?
Can chatgenie control formatting the message in the ticket after its been created?
What we can post from ConnectWise Manage to Slack?
How do we get messaging into a Slack?
Teams
Installing Microsoft Teams Bot
How to use Chatgenie on Teams
Installing the bot in your customers Teams
Resolving Teams Integration Error
Teams Security Access
Troubleshooting "You don't have permission" error in Teams
Installing the custom branded page in Teams
ConnectWise
Creating a ConnectWise Manage API User
How do I set up Connectwise Automate?
Configuring Chatgenie for Automate
Integrations
How do I set up IT Glue?
Auvik integration
How do I set up CloudRadial?
Security
Data & Encryption
What data can Chatgenie see?
What if my organization has IP restrictions?
Billing
How to manage your billing in Chatgenie
Getting Started
Messenger
Inbox
Slack
Integrations
Security
Billing