Creating Tawk categories & PhoneLite or PhoneSite
VA tools of the trade
William Nicholls
Last Update 6 months ago
The fundamentals of PhoneSite client onboarding
Or on an iPad
Sensus Process modeler
Step one: Discuss and create the logic of TAWK categories with your client, using live examples, and create within Sensus Process Modeler like this.
Use screenshot's, it's easier to manage.
A) Maltix
Step two: Create the categories within TAWK
Step three: Place at least one article in each category (or it wont show up on the knowledge base)
If you use draft, you will have to "go to status" and publish from draft
Step four:
Your minds eye, and creating the Smart Form Page information that is automated to Lares VA technical department.
Images here and article links from knowledge base. (Published Links only)
PhoneSite images
PhoneLite Entry live examples using buttons for navigation