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Forethought Assist Installation Guide

Forethought Assist is our Google Chrome extension that allows users to use all of the features Assist offers without adding or making changes within your help desk. Forethought Assist acts as a central knowledge point where agents can access all the materials they need to solve support tickets.

Forethought Assist provides valuable insights to help your agents enhance their response time, close tickets more efficiently, and improve the overall support ticket resolution experience.

 

Installation Guide

  1. Contact your Customer Success Manager to get the installation URL. The installation URL will direct you to the Chrome web store.
  2. After receiving your installation URL, click Add to Chrome.
  3. Enter your work email to join your team.
  4. Success! You can now use the Forethought Assist.

 

Add Agents to Assist

Forethought determines the number of seats available for your organization to assign agents. If you need to add agents to Assist, notify your Customer Success Manager and provide the agent's name and email. 

If you're an Admin user, you can do the following: 

  1. Navigate to Forethought dashboard > Settings > Team > Invites
  2. Enter your agent's name and email.
  3. In the permission level, select Agent.
  4. Click Send invite.
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  5. The agent will receive an email prompting them to join your team. They must accept the invitation to use Forethought Assist.
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Installation issues

If you are redirected to a page stating that your organization was not found after entering your email, contact your Forethought Customer Success Manager for further assistance.

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Enable Forethought Assist in Salesforce

If you use Salesforce as your support helpdesk, Forethought Assist requires a specific Salesforce Lightning package to be installed and visible on your case pages. For further guidance on installing the required package, contact your Customer Success Manager. Once the package is installed, all features of Forethought Assist will be readily available for use.

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