Helpers, Kio and analytics
Creating a helper of your own
Under Team › Helpers choose “build your own” on the right, describe in one sentence what it should take on, and check the filled-in form. Nothing is created until Create card. Up to five custom cards per business.
What the seven built-in helpers do not cover, you build as a custom card.
How to create one
- 1. Open Team › Helpers.
- 2. On the right under Your helpers, choose build your own.
- 3. Under What should they take off your hands? write a sentence, for example “I want to know in the morning whether we have enough people.”, and choose Draft it.
- 4. The Hub fills in the form: Name, Title, Capabilities, Schedule. Check and change whatever you like.
- 5. Choose Create card.
If your request needs a module you do not have, the form says which.
What a custom card may do
- It reads from the areas you have booked, and only from those ticked under Capabilities.
- It never gets data about individual people.
- It may only act if you tick Can act, and even then only after your approval.
- The same levels, limits and halting apply to it as to every helper.
Changing and deleting
In the card's profile you find Edit and Delete. When you delete, the cases and their history stay; only the card disappears.
Each business can have up to five custom cards. Only the owner can create them.
Did this help?
Rather talk to a person?Call: +49 157 58353026Write