iService User Guides

User guides provide detailed information about the different roles for iService agents and administrators.

Agent User Guide

For agents that use iService to answer customer questions

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iCentives Mass Mailing Guide

For iService users responsible for managing outbound email campaigns

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Forms Developer Guide

Primarily for developers that create custom forms within iService

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Utilities Guide

For users that run the iService batch form processes

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Setup and Configuration Guide

For iService users responsible for configuring their iService tenant

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Business Intelligence Reports Guide

Learn about the iService reports and metrics

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Management Console Guide

For on-premise administrators that have access to the iService management console

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System Administrators Guide

For on-premise administrators that install and upgrade iService

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Chat User Guide

For users responsible for implementing and using the live chat features of iService

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