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Setup Guides and Templates

Getting started on a new system can be daunting. To help you along the way we have created a series of guides and templates which can be followed and/or applied to your own system.

Setup Guides

Horizon Contact Full Setup Guide
This online help is for the Administrator Portal part of the interface, which allows users who are logged in at the Administrator level to customise Contacts features and functionality.

Email Server Setup Guide
To get started with inbound and outbound email for your organisation, you must complete several steps to ensure a complete setup. We have outlined each area with clear and easy to follow videos to help you each step of the way.

Templates

Call Flow Templates
Call flows can vary in complexity depending on the type and size of you organisation. To get you started, we have produced 4 templates, each developing in scale, which can be downloaded and applied to your own system.

Email Flow Templates
The purpose of each template is a starting point, settings and parameters must be configured in your own Contact email setup. We also highly recommend adjusting each email flow to better suit your organisation’s structure and needs.

Webchat Templates
Each template comes with a ‘real world’ scenario which can help put each stage into context, as well as an accompanying video, breaking down each node and explaining its purpose.