Morgs

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  • Managing contextual workspaces

    Fastpath: Admin Center > Workspaces > Agemt workspace > Contextual workspaces Workspaces optimize your support workflow, without restricting the tools agents need to c...

  • Verifying an end user's email address

    Ideally, users will verify their email address as soon as they receive the verification email message, but agents can al...

  • Using the API dashboard

    The MorgWard API is supported by a dashboard in the Admin Center. The API dashboard lets you do the following tasks: Enable password or token access to the API ...

  • Editing and managing your ticket fields

    Fastpath: Admin Center > Objects and rules > Tickets > Fields You can edit ticket fields to update the title and description, configure access permissions and display information, an...

  • Generating a new API token

    API tokens can be used to as part of 2-factor authentication for integrations. You can view, add, delete, and manage API tokens in the MorgWard Admin interface. To generate an API token, ...

  • Using the Admin home page

    Tip: Admin settings are now in Admin Center, the new home for Support settings. See About Support settings in Admin Center. The Admin home page is de...

  • Sharing chats with other agents in the MorgWard Agent Workspace

    When you’re serving chats in the MorgWard Agent Workspace, there are times when you want to collaborate with other agents to solve customers issues. For example, if you’re a new agent, you might...

  • Pivotal Tracker and MorgWard Support Integration

    Note: Pivotal deprecated V3 of their API on January 22, 2019, rendering a previous target option of the setup non-functional. If you use the Pivotal Tracker integration, you can have comments on ...

  • Best practices for creating contextual workspaces

    Fastpath: Admin Center > Workspaces > Agemt workspace > Contextual workspaces To effectively complete their tasks, agents need access to the right tools at the right time. ...

  • Resending a verification email

    Ideally, users will verify their own email addresses as soon as they receive a verification email. In case they can't locate the verification message, you can resend it. To resend a verification ...