Company and Admin Settings
Company and Admin Settings
Adding Users to Aptly
Invite your teammates into Aptly and start collaborating.
Setting Up Teams in Aptly
Use teams to organize your company and processes.
Auto-Assignment Rules
Use assignment rules to fairly divvy up the work between your teammates.
Auto-Sharing Conversations
Automatically share conversations from designated contact types with everyone in your organization.
What are CSAT Surveys?
Gauge your customers’ satisfaction with CSAT Surveys.
Setting and Understanding Response Time Expectations
How to create and monitor response time goals and SLAs.
Setting up CSAT Surveys
Use CSAT surveys in the Inbox and on boards.
Company Happiness Dashboard
Easily view your company rating based on CSAT surveys from your customers.
How to Offboard a Team Member
How to remove a past team member from your account.
How to Get my Google Review Link
Locate and share your Google Review link
What are Monitored Inboxes?
Monitor your teams inboxes.
How to Switch Payment Method to ACH
This article details how to move from credit payment to ACH
How to Limit Access to Boards
Set privacy settings at the board level.