Getting Started - Administrators/Managers

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!

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.

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.

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.

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