Как можем да помогнем?
Ръководства стъпка по стъпка за всяка част на Wizard Application, от настройването на работното пространство до изпращането на първата ви фактура.
Започнете оттук
Нови сте в Wizard Application? Тези ръководства подготвят работното ви пространство и екипа ви.
Ръководства по функция
Акаунт и настройки
AI служител
- Hire an AI Employee
- Review AI Employee Help Desk Drafts
- Set AI Employee Limits and Pause Work
- Use an AI Employee as a Scrum Master
Проследяване на активи
- Track Assets with Wizard Tags
- Customise Asset Types with Fields
- Organise Assets by Location and Team
- Track Cameras and Kit for Your Marketing Team
- Track Laptops and IT Equipment
- Track Machines and Tools
Blueprints
- Automate Work with Blueprints
- Choose Blueprint Triggers and Conditions
- Route Work with Blueprint Condition Branches
- Schedule Recurring Work with Blueprints
- Use Blueprint Variables and Iteration
- Review Blueprint Execution Logs
Brainstorm
- Brainstorm on a Whiteboard
- Map a Process on a Brainstorm Whiteboard
- Expand Ideas with Wizard AI in Brainstorm
Календар
Резервации в календара
- Take Bookings Online
- Share a Booking Page with Your Team
- Take Payments and Deposits for Bookings
- Invite People to Book
- Raise Orders and Invoices from Bookings
Комуникация
- Send Emails and Texts
- Organise Your Communications Inbox
- Choose Communications Settings for Your Team
Съдържание
- Manage Content and Your Knowledge Base
- Publish a Knowledge Base Article
- Add a Product to Your Catalog
- Scan a Product Barcode
- Add a Product Category
Court Bundles
Creative Studio
- Make Decks, Images and PDFs in Creative Studio
- Present and Share a Pitch Deck
- Create and Finish an Image in Creative Studio
Документи
Формуляри
Поддръжка
- Set Up Your Help Desk
- Stay on Top of Your Tickets
- Answer Tickets with Knowledge Base Articles
- Automate Your Help Desk with Blueprints
- Keep Requesters Updated with Help Desk Automations
Управление на ЧР
- Set Up Time Off and Expenses
- Onboard a New Starter
- Request and Approve Training
- Build Your Org Chart
- Keep Team Member Records and Files
Управление на Инциденти
Интеграции
- Connect Xero
- Take Payments with Stripe or PayPal
- Connect Video Meetings and Cloud Storage
- Connect with the API
Сейф за пароли
Каса
- Set Up Products for the Till
- Sell in Person with the Till
- Give Refunds at the Till
- Cash Up and Read Till Reports
Портали
Проекти
- Run a Project
- Plan and Run Sprints
- Track Milestones and Epics
- Connect GitHub to a Project
- Automate Project Tasks
Подбор на персонал
- Post a Job and Track Candidates
- Ask Screening Questions on Applications
- Add Candidates and Parse CVs
- Screen and Match Candidates with AI
- Run AI Interviews
- Work with Client Companies and Placements
- Forecast Revenue and Set Targets
Отчети и прогнози
- Use Your Dashboard and Reports
- Find the Right Report for Your Work
- Filter and Export a Report
- Schedule Reports for Automatic Delivery
- Manage Scheduled Reports and Download Runs
Пътна карта и решения
- Plan Goals and Log Decisions
- Update Roadmap Goal Progress and Metrics
- View and Filter Goals on the Roadmap
- Customize Roadmap Dashboard Views
- Track Decisions Through to Outcomes
CRM за продажби
- Add Leads and Track Deals
- Create and Send an Invoice
- Manage Orders
- Keep Customer Records
- See Which Companies Visit Your Website
Екипен чат
- Chat with Your Team
- Use Threads and Search in Team Chat
- Share Documents, Forms and Tasks in Team Chat
- Attach Files and Media in Team Chat
Отчитане на времето
- Track Time and Bill for It
- Set Up Work Types and Rates
- Review and Correct Time Entries
- Get Timesheets Signed Off and Paid
Управление на посетители
- Set Up Visitor Sign In
- Run Visitor Checks
- Let Walk-Ins Sign Themselves In
- Look After Visitor Cards and Kiosks
Конструктор на сайтове
- Buy or Connect a Domain
- Build Your Website
- Sell Online from Your Website
- Write Blog Posts for Your Website
- Set Up Menus, SEO and Redirects
- Add a Chatbot to Your Website
- Translate Your Website
- Manage Your Website Settings and Analytics
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