In the Insight CRM Customer Support Add-on, Admins can easily manage FAQs from the Admin panel. They can create, edit, or delete questions, helping customers find instant answers. This saves time, improves communication, and ensures faster, more efficient customer support.

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Finally, click the FAQ from the left menu, and a new window will appear.

• Click the Search option and type the desired subject name to view.

• Click the Export button, and the entire list will be exported as PDF, CSV, and Print.

• If you click the PDF button, the selected document will be downloaded.

• If you click the CSV button, the selected document will be downloaded.

• If you click the Print button, the selected document is automatically printed.

 

 

 

How to Add FAQ

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Click the FAQ from the left menu, and a new window will appear.

• Finally, click the Add New button, and an entry form will appear.

• Fill in the following details:

• Question: Write the desired question in the question field

• Answer: Provide the relevant answer in the answer field.

• Once all the fields are completed, click the Submit button to save the information.

 

 

 

 

How to Edit FAQ

• Log in to the Admin panel and open the Dashboard.

• Navigate to Customer Support from the left menu.

• Click the FAQ from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will open with Edit and Delete.

• Click the Edit, and a new entry form will appear.

• Fill in the following details:

• Question: Write the desired question in the question field

• Answer: Provide the relevant answer in the answer field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• By clicking Confirm, the item will be deleted permanently; otherwise, click Cancel.