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Optii Service & Chat
Detailed walk-throughs that are your resource to getting the most out of Optii Service, Chat. Come back and come back often.
Getting Started
- Getting Started with Optii Service & Chat Course
- Optii Service & Chat — General Overview of Key Features
- Lesson #1 Creating Your Profile With Optii
- Lesson #2: How to Access Optii from your desktop
- Lesson #3: How to access Optii from your device
- Lesson #4 Navigating the Optii Console
- Lesson #5: Navigating the Home module
- Lesson #6: Navigating the Jobs module
- Lesson #7 How to Add a Job
- Lesson #8: Navigating the Chat module
- Lesson #9 Navigating the Optii Reports module
- Optional - The Quick Access Code to create your Optii Profile
- Creating Your Weekly Schedule with Optii
- NEW Lesson Navigating the Optii Service Jobs for Front Line Team Members
Schedule
Jobs
- Adding a Job for your Team Members
- How to start and complete a job with Optii
- Completing a Job from your device or PC
- Editing a job in Optii Service
- How to recover deleted/completed jobs
- Introduction to the Jobs Timeline View
- Lost & Found in Optii
- Lesson: How to schedule daily, weekly, monthly, quarterly jobs in Optii
- How to add a Job in Optii
- "Rooms" Filtering Function in Optii
- Scheduling Jobs with Future Start Times
- A Step-by-Step Guide to Using Custom Job Tags
- Adding a New Job – Learning the New 'Add Job' Screen and AI Assist
- Best Practices for Utilizing Tags in Optii Service