How do I Customize the Answers App?

Updated on May 10, 2016 05:30AM by Admin

Answers App settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application.

  1. Log in and access Answers App from your universal navigation menu bar.
  2. Click on "More"icon and select "Settingsicon located in the app header bar.
    Answer Settings

Collaboration

Collaboration allows you to customize associated information with activities like News feed, Calendar, Follow up, Tasks, Call logs, Emails, Documents and Notes. Click on "Show/Hide" button to enable/disable information.

Collaboration Settings

Customize App

Customize App provides fields that are unique to your business. Custom attributes allow you to add any custom fields not provided in the creation page. Custom attributes include: 

  • Sections
  • Attributes
    Customize App

Email a Question

Email to question helps to capture Customer emails as questions. Provide IMAP email accounts to monitor by clicking “Add” button. Turn On/Off to acknowledge when a question is created. Click on “Edit” button to update acknowledge subject and message, if needed.

Email a Question

Message Templates

Message Templates allow you to set up predefined messages. These are customized email messages that you can send to your customers Message templates can be used with any email sent from Answers App.

Message Template

Quick Links

You can add your own referral links for this app. These links will display on the left panel under the "Quick Links" menu. Click on "Create" button to add new quick links.

Quick Links

Tags

Tags allow you to label your objects for easy organization, classification and search. Click on “Create” button to create tags.

Tags Settings

SEO

SEO allows you to increase visibility of your questions and answers while searching on web page. You can provide Meta title, description and keywords.

SEO Settings

Views

  • Default Home Page View: 
    It allows you to set default home page view, which includes: Answers Home Show All By Queue To Follow up By Status
  • Left Panel Views:
    Views found on left navigation panel, are filters that allow you to access questions within the app. You can show/hide views in configuration, but you must at least enable one view.
    Views Steeings

API

Answers API provides following four API configurations:

  • Create Answers
  • Read Answers
  • Update Answers
  • Delete Answers.
    API Settings