IN THIS ARTICLE:
<aside> 👉 Follow our Walkthrough Tutorial to get up & running with Inteleagent’s basic features in a few minutes!
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https://s3-us-west-2.amazonaws.com/secure.notion-static.com/f74e8149-91c1-44bb-b771-797ff9f4e7f4/Basic_Setup_Guide.mp4
By the end of this section you will know how to:
✅ add education institutions from the Inteleagent database
✅ create your first application
✅ personalise your Inteleagent account
<aside> 👉 Use the "Get Started" checklist to help you along the way. 👇🏼
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or,
<aside> 👉 Click on the GIF to view the process better
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Import from our database
Import from a csv
Add Providers one-by-one manually
Now that you populated your Providers database with education institutions, and created or imported students in your account, it's time to create an application. Here's how you do it:
It's time to invite your team to Inteleagent. As you signed up for Inteleagent, you must be the Owner. Nice to meet you! 😊👋🏻 Inteleagent comes with three user role permissions: Owner, Manager (to run your office branches), and Education Advisor. You'll be able to choose the role of your team member in the process. Here's how to invite a team member to Inteleagent:
Our support cannot be matched by anybody! We are with you every step of the way. You can check out our Knowledge Base, give us product feedback, report bugs 🐞 (if any), request features, etc... You can also reach out through the Messenger with any questions you might have. 👇🏼
We would love to show you around Inteleagent and what it can do for your education agency. Please book a time with us below: