News for Autumn 2020
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As thousands of staff users now chat daily with their clients, we naturally get a lot of questions about what Qwil can do and our planned features.
In many cases, the functionality users are looking for already exists and detailed instructions are provided via our
help centre
. Our support site has close to 2,000 article views a day as firms look to leverage Qwil further.
The next few months will be exciting for both our customers and us. A brand new Salesforce connector is now available, as well as team-based client servicing, automated messaging, with secure video conferencing just around the corner.
Get in touch
to find out more.
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Top FAQs
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We can help make your organisation not only more secure, but more efficient. Not only can you import all your staff and clients into Qwil, but you can also setup team-based accounts to provide services to clients via a pool of resources.
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Can I use Qwil for a team-based workflow?
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Qwil supports providing services to clients via a pooled team of resources. A team user account can be setup and added to the address book of external users who can contact the team for support. Members of the team have their own account that is not directly accessible to clients.
Find out more about
team-based servicing on Qwil
.
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Can I import all of my clients to Qwil?
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You have full flexibility and can invite all users manually or use our Excel CSV template (or even our APIs) to speed up the process.
The method is always the same, invite your staff, create a contact group and assign your staff and then invite a client.
Read our
guide to onboarding your users to Qwil
.
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