Share your username and password within the Maltix CRM for safe keeping:
This gives your Clerical VA access to help you.
Send to [email protected] immediately please
Planning your architecture
Planning your Architecture within TAWK knowledge Base.The link is within the Maltix Goody BAG The decisions and logic you apply in your early planning stages will save enormous amounts of time and Technical VA assistance.
There is normally a strong correlation between Knowledge Base Categories and PhoneSite architecture
Attention to detail here will hugely contribute to the success of your App.
"Measure twice and cut once"
This will have a significant bearing on reducing repeat work or rejigging of the app and managing VA expenditure
Before you start creating Categories:
Focus on Ai Assist ( is only as good as the information your feed it!) Add your website, text and documents Take your time, add as much information as possible.
Now go to the Newspaper icon ( Between Contacts and Reporting)
Firstly: Create a "BUTTONS" article page this is where all imagery and correspondence is stored with your VA ) Do not publish to a Category
CREATING CATEGORIES Aim for maybe 6 - 8 top categories including legalsVA Clerical will help you:
Use an article within TAWK Ai to create 30 to 40 categories associated with your type of business, with a brief explainer.
Add them all to the category sectionMake all, except your top 6- 8, into sub categories.Now you have the " Scaffolding" to hang hundreds of future articles.
Articles only appear to your customer facing help Knowledge base area,
after they are published into a category !!!!
Now ask Ai assist in another article for a site planClerical VA assistance is built into your onboarding via You have 5 hours of Clerical VA time allotted to your project.
Book Time may indicate future investments and is designed to completely transparent for all your future plans.
This image will be added to your PhoneSite Home screen
The parrot is a universal brand for the Tawk Knowledge Base
The Customer facing Help centre for your business is connected to your Web App home screen by your VA.
Once all is up and running, it will look something like this
Open image in new tab to enlarge
It's from here that you take published Articles or Categories to publish to PhoneSite registrants via:
- Your web app studio area
- The Admin area within the burger bar in your app
- 3rd party subscription newsletter
