The Resources tool in the Mobile App allows you to have a library of links available to agents within the app. It can be divided into folders and sub-folders. Here we will be showing how to add folders and links to the Resources Tool.
Once you are logged in, click "Products" in the navigation on the left-hand side.
Find your Mobile App in your list of products. Click on it.
Click "Settings" at the top of the page. Select "Resources" in the dropdown.
Once in the Resources tool Go to the Categories section of the page.
Name - Name of the Folder as it will appear in the list a well as the header when selected.
Description - A short description that appears in the header once the folder has been selected
Level - This delegates which folder the new folder will appear under. "Top Level" places the folder in the primary list of the tool. As you add folders, they will appear in the dropdown as options to add folders beneath.
Go to the Links section of the page.
Name - Name of the Link as it will appear in the list a well as the header when selected.
URL - the weblink of the page you would like to source in your mobile app. Be sure to include the entire web address (including http://). Also note that links on websites without an SSL certificate may be blocked from opening in the app. All links appear in a webview.
Level - This delegates which folder the new new Link will appear under. "Uncategorized" places the folder in the primary list of the tool along with Top Level folders. As you add folders, they will appear in the dropdown as options to add links beneath.
Questions or feedback? Feel free to reach out to our Support Team at firstname.lastname@example.org or call 800-250-5152 #3.