Settings Tab (Location Assist)

About the Settings Tab

In the Settings tab of Location Assist you can choose which tabs to display to users, and edit how those tabs appear. For more information on setting up Location Assist, see Configuring Location Assist. For an overview, see Location Assist Overview.

Hiding Tabs

To hide any tabs from appearing in Location Assist for your organization, select Toggle-off to hide page from view next to the name of the page you want to hide.

Note that this toggle will only show or hide a tab. You still need to set up the relevant dashboard, ticketing queue, etc. for content to appear within each tab.

Dashboard Limitations

When configuring Location Assist tabs, if other users within your organization have the Manage Location Assist App permission, you may see a dashboard selected that you don’t have access to. If you change this selection, you won’t be able to reselect the original dashboard.

To further customize what appears in each tab, if you have access to the dashboard that was selected, you can edit its appearance and data.

Add Support Contact

Here you can enter a contact from your organization to appear in the help menu. Type the email address of the contact into the text box.

The email address you enter will appear when users click on the help icon within Location Assist.

Homepage

Here you can customize the appearance of the Home tab. The options you configure here will affect what is displayed within the Actions and Key Metrics cards on the Home tab.

Actions

This card shows recent feedback and tickets for your organization.

Use the dropdown underneath View Feedback to select a Reputation Management project or projects to contribute to the displayed count of online reviews. This lets you ensure no projects with competitor reviews are selected.

Under Manage Tickets, you can select which ticket statuses will be displayed. Use the dropdowns to select a first and second status. You can also click Add priority condition to only display tickets of your selected status with a specific priority.

Key Metrics

This card shows key metrics for your organization. To add widgets to this card, you’ll first need to select a dashboard within the Check Insights section.

Click Add metric widget to select a widget to display within the Key Metrics section. You can display up to 4 widgets, and widgets will be displayed from left to right. Only number chart and gauge chart widgets can be selected. Click the trash icon to delete a widget.

Check Insights

Here you can select a CX dashboard to display key insights. Use the dropdown to select a dashboard you have access to.

You can then select a default page from this dashboard that will be shown to users when they visit the tab.

View Feedback

Here you can select a dashboard to display customer feedback and verbatims. Use the dropdown to select a dashboard you have access to.

You can then select a default page from this dashboard that will be shown to users when they visit the tab.

Manage Tickets

This page will display a standard view of all tickets and queues, and there are no additional customization options. When viewing Location Assist, users can add filters to view tickets for specific teams, groups, statuses, or priorities.

For content to appear here, you’ll need to set up ticketing for your organization, including triggering tickets and routing those tickets to users.

Action Planning

Here you can select a dashboard to display action plans. Use the dropdown to select a dashboard you have access to. The dashboard must have CX Action Planning already set up.

Survey Invitations

Here you can select a dashboard to display survey invitations and distribution reporting. Use the dropdown to select a dashboard you have access to.

You can then select a default page from this dashboard that will be shown to users when they visit the tab.

Deactivate App

Here you can deactivate Location Assist for your organization. Select Deactivate to deactivate Location Assist. This option is available when it is active or in preview.