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  • 👩‍🏫Tutorials for specific use cases
  • 🤝Customer Support
    • 💡Overview
    • 🧗‍♂️Getting started with data manipulation tools
    • 🧩Adding Customer Support-specific features
    • Integrating data and actions with your ticketing system
    • 📊Dashboards for KPI reporting
    • 👪Onboarding a CS Team
    • 🔎Building a Customer Finder app
  • 👋Customer Onboarding
    • 💡Overview
    • 🧗‍♀️Getting Started with Forest Admin
    • 💅UI Customization
    • 🤖Advanced Customization
    • 🔁Automating Processes with Workspaces & Inboxes
    • 📈Analytics & Reporting
    • 🔐Team Access Control & Collaboration
    • 🗄️Data Security
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  1. Customer Support

Overview

How to turn an auto-generated admin panel into the Customer Support Tool

PreviousTutorials for specific use casesNextGetting started with data manipulation tools

Last updated 7 months ago

Customer Support equals navigating a labyrinth of requests, inquiries, and troubleshooting. From managing a high volume of tickets to maintaining clear communication and tracking progress, the fundamental need of every CS team member is to have access to user data, and to be able to act upon it.

In this tutorial, we will show you how to turn an auto-generated admin panel into a fully-featured Customer Support Tool, customized to the unique needs of each team.

If you use a separate ticketing system, that's even better news, as Forest Assist, a new product from Forest Admin, gives you access to all data and business workflows in a side panel, next to the ticketing system of your choice.

You will learn how to:

  • Get the most out of the basic Forest Admin features such as CRUD, filters, segments, various views, dashboards and activity logs, and learn how to tweak them to meet the needs of your CS team.

  • Equip a CS team with features that allow them to:

    • reset a user's password,

    • change a plan,

    • block a user,

    • anonymize a user,

    • impersonate a user,

    • apply a promo code,.

  • Integrate an admin panel with your ticketing system so that support reps don't have to switch between tools.

  • Equip a CS team with dashboards to track user behavior and their own KPIs.

  • Onboard a team with the right level of access control.

  • Quickly build a Customer Finder App with no-code.

Let's get started!

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This tutorial will show you how to create a set of similar features