Welcome to Prokeep! As an Administrator or Manager, there are a few essential steps to set up Prokeep for your employees and customers. These steps will ensure a smooth transition and optimal usage of the platform.
Step 1: Access Your Login Credentials
You should have received your login credentials via email before your training. If you have not received them after your training, please reach out to support@prokeep.com for assistance. Ensuring you have your login credentials is the first step in accessing and setting up your account.
Step 2: Invite Team Members
To maximize Prokeep’s functionality, invite the rest of your team members to the platform. This ensures everyone can collaborate efficiently.
Tip: Whitelisting or adding "prokeep.com" as an approved sender to your email account prior to adding new users will ensure their credentials are delivered quickly!
-
As Admins/Managers on the account, you have the ability to add new Members/Managers through your Settings.
- How to Add a New User to Prokeep - Click here for detailed instructions
-
Ensure each team member receives their login credentials and knows how to access the platform.
- How to Login to Prokeep - Click here for detailed instructions
Step 3: Configure your Account Settings
After-Hours Message
Having a customized After-Hours Message ensures customers are informed when your team is unavailable and know when to expect a response.
-
How to set up your After-Hours Message: Click here for detailed instructions.
Return to Inbox
When Return to Inbox is enabled, unread messages will automatically be sent back to the group inbox after a set time to ensure timely customer responses.
- How to set up Return to Inbox: Click here for detailed instructions
Step 4: Add Customer Contact Information
Importing your customers' contact details into Prokeep allows you to engage with them directly through the platform. This step streamlines communication and ensures you can send updates or respond to inquiries efficiently.
-
How to add customer contact information: Click here for detailed instructions.
-
Once added, you can send Welcome Messages to your customers to introduce them to Prokeep’s communication features. Use this opportunity to inform them about the benefits of communicating with your team through Prokeep.
If you have any additional questions about getting started with Prokeep, please contact Prokeep Support at support@prokeep.com or click HERE.
Related Articles
Automate Your Prokeep Daily Login
Compatibility and Minimum Requirements