Purlos

How to answer Queries using the new live chat console, when the conversation is marked as 'Live'.

Responding to Queries - 'Live' Conversations

How does Purlos automation manage safeguarding?

Safeguarding

How to answer Queries using the new live chat console, when the conversation is marked as 'Not Live'.

Responding to Queries - 'Not Live' Conversations

View and export a report of all your Resolved Queries.

How to see your Resolved Queries

Easily manage queries that are waiting for a learner’s response — no need to close them too soon!

How to Use the “In Progress” Status for Your Queries

Steps to Access and Explore Learner Queries

Navigating the Query Page

This guide explains how college staff can save their responses to student queries directly into the Knowledge Base (KB). Doing so ensures that future learners receive consistent answers from the…

Adding your query answers to your knowledge base

Carlo Formarejo

Craig Sully

Queries 

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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