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Support Manager Workflow
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Support Manager Daily Activity Guide
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Escalation Manager Workflow Instructions
Knowledge base
Solution Guides by Role (4)
Articles in this section are organized by role and walk through business case scenarios to determine answers to challenges that SupportLogic can help you with.
Product Documentation (7)
Articles in this section are organized by product usage and provide step by step instructions on how to do common tasks in SupportLogic. Additionally, you can access the video tutorial channel with this section.
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Case Count Logic for Different Charts and How to Interpret
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Understanding the Metrics Bucketing and Avoiding Bucket Misclassification
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Salesforce Plugin Version 2.3 - Installation Guide
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Account Health Score
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Adding Agent Name(s) as Alert Triggers
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Agent Assist and Resolve Salesforce Plugin
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SSO: General Information
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SupportLogic and Okta with SAML Integration v2.1
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SupportLogic and Okta with OpenID OIDC Integration
Office Hours (1)
The SupportLogic Office Hours, presented by SupportLogic Academy, are our monthly meet-ups. They include a deep dive into specific capabilities or workflows led by our product experts. There will also be an open forum Q&A, where you can submit questions during the session.
FAQ (3)
All Support Logic related FAQs are available here
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How to review the agent's recommendation for the auto assigned case.
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How to Receive FiveTran Outages Notifcations
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How to provide access to view the recommended actions in Escalation Review
Troubleshooting Guide (1)
Articles that talk about issues and steps to identify the cause.