Welcome to AppEQ.ai! Follow these steps to get started and unlock the full potential of our platform.
1. Sign Up for AppEQ.ai
Visit AppEQ.ai and sign up using your work email.
Ensure all team members register with the same email domain (e.g - if your domain is acme.com, then let all your team members sign up using email from that domain) to be grouped under a single tenant.
2. Install the AppEQ Chrome Extension
Download and install the AppEQ Chrome Extension from the Chrome Web Store.
After installation, pin the extension for easy access.
Log in Using AppEQ's SuccessPad : Access AppEQ's SuccessPad, a compact widget that appears directly in your browser. You can log in quickly using either a passcode or Google authentication.
3. Explore the Preloaded Workspace
Take a tour of the preloaded Workspace to see how the CSM and Manager Workbench are structured. This hands-on preview provides valuable insights into how the workbench can be tailored to support your team's workflows effectively.
4. Integrate Your Data
Log in to your AppEQ.ai account.
Navigate to the 'Integrations' section.
Select your desired data sources and follow the prompts to connect them.
5. Contact AppEQ team as shown below for a onboarding session.
Drop a note to support@appeq.ai
Start a conversation using below chat icon
AppEQ Customer Success + Solution Architect will understand your requirements to help set up the workbench for your team. This process generally takes anywhere between 3-14 days depending on the complexity of your data and requirements.
By completing these steps, you'll be well on your way to leveraging AppEQ.ai to its fullest potential.