Playbooks API Limiter How to Keep Playbooks from Overwhelming API Limits Playbooks relies on API calls to connect with CRM to deliver the core capabilities of the platform such as importing records, running Robots, and syncing data to CRM records. Since Playbooks isn’t the only application that uses API calls,...
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XANT University Registration, Use, and Support How to Register and Use a XANT University Account XANT University hosts self-learning courses to help new Playbooks users, managers, and administrators. Get a deep understanding of topics that range from how to use Playbooks to advanced automation setup and strategy. Keep track of...
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Understanding Remote Environment Call Quality Navigating the Changing Landscape of Call Quality Issues for Remote and Mobile Users Our Commitment to Our Customers Playbooks has proven to be a valuable work-from-home and on-the-go platform for many customers, especially during the COVID-19 pandemic. The Playbooks platform has allowed teams to maintain...
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Purchasing Additional Licenses How to purchase additional Playbooks licenses Talk to your Customer Success Manger (CSM) if you need more licenses. An order form will be generated and sent to your billing administrator/purchasing department to review and sign via Docusign. Your CSM is here to help you with all your...
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Working Remotely With Playbooks Work Location Flexibility for Reps Providing flexible solutions for reps is critical to keep business running, especially when you consider the current COVID-19 pandemic. In response to contingency plans for a remote workforce, the following information can help Playbooks users to update personal settings and take...
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The Billing Portal Where can I manage my billing options, purchase additional licenses, and see my invoices? Access to the Billing Portal The Billing Portal is restricted to key account representatives referred to as the "Billing Admin". Most often these individuals are identified when the initial contract is signed with...
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How to Chat with Support How to open a chat conversation with support Playbooks has made it easier than ever to get in touch with a technical support engineer by including a chat feature directly in the Playbooks Chrome extension. If you ever run into trouble, we’re never more than...
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