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Guide passo passo per ogni parte di Wizard Application, dalla configurazione dello spazio di lavoro all'invio della prima fattura.
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Guide per funzionalità
Account e impostazioni
AI Employee
- 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
Tracciamento asset
- 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
Calendario
Prenotazioni
- 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
Comunicazioni
- Send Emails and Texts
- Organise Your Communications Inbox
- Choose Communications Settings for Your Team
Contenuti
- 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
Documenti
Moduli
Help desk
- 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
Gestione HR
- Set Up Time Off and Expenses
- Onboard a New Starter
- Request and Approve Training
- Build Your Org Chart
- Keep Team Member Records and Files
Gestione Incidenti
Integrazioni
- Connect Xero
- Take Payments with Stripe or PayPal
- Connect Video Meetings and Cloud Storage
- Connect with the API
Cassaforte delle password
Punto vendita
- Set Up Products for the Till
- Sell in Person with the Till
- Give Refunds at the Till
- Cash Up and Read Till Reports
Portali
Progetti
- Run a Project
- Plan and Run Sprints
- Track Milestones and Epics
- Connect GitHub to a Project
- Automate Project Tasks
Selezione del personale
- 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
Report e previsioni
- 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
Roadmap e decisioni
- 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 vendite
- Add Leads and Track Deals
- Create and Send an Invoice
- Manage Orders
- Keep Customer Records
- See Which Companies Visit Your Website
Chat di team
- 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
Monitoraggio del tempo
- Track Time and Bill for It
- Set Up Work Types and Rates
- Review and Correct Time Entries
- Get Timesheets Signed Off and Paid
Gestione visitatori
- Set Up Visitor Sign In
- Run Visitor Checks
- Let Walk-Ins Sign Themselves In
- Look After Visitor Cards and Kiosks
Website Builder
- 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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