Anthony Wong

After installing the Salesforce Configuration, you can link Salesforce and Sharpen user accounts. Click the Edit button next to the user you’d like to associate to Salesforce. Then, click the magni...

ServiceNow is a powerful service management solution that is natively supported by Sharpen.To begin the configuration process, navigate to the Sharpen Store, select Apps, then install the ServiceNo...

After completing the Zendesk Configuration, you’ll want to link Zendesk and Sharpen user accounts. Click the Edit button next to the user you’d like to associate to Salesforce. Then, click the magn...

OverviewLogic Bots are Sharpen's omnichannel approach to interaction routing, serving as intelligent, visual IVR flows that work across voice, chat, and other channels. Rather than building and mai...

OverviewAction Bots allow administrators to build automated, event-driven, or scheduled workflows that can access data from Sharpen and connected third-party systems, then take action based on that...

OverviewLogic Logs is a data source available within Insights that provides visibility into how interactions move through your Logic Bots. By creating a report using the Logic Logs data source, adm...

OverviewNodes are anchor points attached to Logic panels that determine how an interaction is routed after a panel's logic has been evaluated. With the exception of Exit panels, all panel types con...

OverviewThis video provides a brief walkthrough of Classic Logic, covering functionality, configuration, and how to use a Classic Logic flow. Follow along with the voiceover as each step is demonst...

OverviewLogic flows are built by combining a series of panels, each representing a specific action or decision point within the interaction flow. Selecting the right panel types and configuring the...

These Workflows are designed to allow any Salesforce workflow to create Q interactions (e.g. Salesforce Case workflows can be utilized to create Case Interactions in Sharpen Q).Follow the instructi...