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Security
Knowledge base
Ocelot Training
Ocelot Labs - Webinars
1
Ocelot Labs
FAFSA Simplification Resources
FAFSA Simplification Resources
5
FAFSA Simplification Digital Assistant
FAFSA Simplification - Chatbot Updates
FAFSA Simplification - Texting Templates
FAFSA Simplification - Video Library Updates
Helpful Guide for FAFSA Simplification
Loan Repayment Resources
Loan Repayment Resources
2
Loan Repayment - Chatbot Updates
Loan Repayment - Texting Templates
Platform Management
Admin Portal Homepage
1
Navigating the Admin Portal Homepage
Platform Setup
13
Setting Up your Admin Portal Account
Logging Into the Admin Portal
Resetting Your Password
Enabling Notifications and Alerts
User Roles & Permissions
View all 13
Platform Troubleshooting
4
Generating a HAR File
How to Perform Websocket Testing
Gateway Error
How to do a hard refresh of your browser
Platform FAQs
4
Data Security Best Practices
Updating Phone Number for Two-Factor Authentication (2FA) in the Administration Tool
Which aspects of the platform are maintained by Ocelot and therefore not self-service?
What content can I export in the admin portal?
Scalable Communications Framework
1
Scalable Communications Framework Overview
Chatbot
Chatbot User Guide
5
Chatbot: Getting Started
Navigating the Chatbot Admin
Customizing the Knowledge Base
Launching the Chatbot
Post-Launch Monitoring
Chatbot Setup
4
Chatbot Content Libraries
Chatbot Office Set-up Form Guide
Chatbot Avatar Requirements
Chatbot User Videos
Scalable Communications Framework - Chatbot
7
Content Sharing
Sharing Clarifying Questions
Multi-bot Chatbot Permissions
Content Sharing Best Practices/Use Cases
Multi-bot Transcripts and Interactions
View all 7
Texting (Campaigns)
Texting User Guide
7
Texting: Getting Started
Setting up a Reusable Phone Number
Navigating Inboxes
1:1 Texts
Contact Management
View all 7
Texting Setup
4
Activating Texting in Your Ocelot Admin Platform
Texting Best Practices
SFTP for Contact Upload
Texting (Campaign) User Videos
Live Chat
Live Chat User Guide
4
Live Chat: Getting Started
Setting up Live Chat
Live Chat Operator
Live Chat Monitoring
Live Chat Setup
3
Requesting to Go Live with Live Chat
Live Chat Best Practices
Live Chat User Videos
Scalable Communications Framework - Live Chat
4
Multibot Live Chat Conversation Management Overview
Multibot Live Chat Conversation User Permissions
Multibot Live Chat Conversation Management
Multi-bot Live Chat Authentication
GetAnswers
GetAnswers User Guide
7
Navigating the GetAnswers Admin Portal
GetAnswers (Video Portal) Homepage
GetAnswers Embedding
GetAnswers On-Demand Reports
GetAnswers Monthly Reports
View all 7
GetAnswers Setup
4
GetAnswers AdBanners
GetAnswers Promotional Ideas and Resources
Video Portal Logo Requirements
Video Library Updates
GetAnswers FAQs
14
Who owns client custom video content?
What type of code does CampusLogic need for videos that will be embedded into their award letter?
Why don't we have responsive iFrame code available for playlists?
What is the process to create closed captioning for videos?
What type of Spanish dialect does the Spanish translation use?
View all 14
GetCounseling
GetCounseling Setup
3
GetSAP: Setup Process
GetSAP Custom Videos
GetSAP: Reviewing your custom slide content
GetCounseling User Guide
3
GetCounseling On-Demand Reports
GetCounseling: Assign a Session
Managing GetSAP/GetCounseling Admin Users
GetCounseling FAQs
14
What happens if a student does not pass a Session?
How are the questions asked during the Session used in calculating a student’s passing score?
When and where do students learn what a passing score is?
Who sets the passing rate?
How will students know their score?
View all 14
Integrations
Integrations Overview
5
Adding an Authentication Provider for Live Chat and SIS Integration
Single Sign-On (SSO) Overview
Single Sign-On (SSO) FAQ's
Salesforce Two-Way Texting Integration
Blackboard Integration - Coming Soon
SIS Integrations
6
Student Information Systems (SIS) Integration with Ocelot
Understanding Student Information System (SIS) Webhooks
SIS Integrations - Web Capabilities
SIS Capabilities Roadmap
Ellucian Colleague Ethos Integration Overview
View all 6
TeamDynamix
3
TeamDynamix Integration
Does TeamDynamix Integration Support SSO and Student Authentication?
How does TeamDynamix link tickets to students?
Zoom
1
Zoom Integration Overview
Google Analytics
1
Google Analytics Integration Overview
ServiceNow
2
servicenow Integration Overview
How do I setup ServiceNow integration?
LibAnswers (KB Scanner)
3
LibAnswers (KB Scanner) Integration Overview
How do I setup LibAnswers integration?
How do I disable the LibAnswers integration?
Slate
11
Slate Integration Overview
Step 1 - Set up Ocelot/Slate Integration: Installing "Get Queries"
Step 2 - Set up Ocelot/Slate Integration: Installing Contact Lookup Query
Step 3 - Set up Ocelot/Slate Integration: Installing Interactions Source Format
Step 4 - Set up Ocelot/Slate Integration: Registering Slate Web Service
View all 11
API
3
Setting up a Service Provider
Request for API Documentation
SMS API 1:1 Texting
Release Notes
Release Notes
50
April 19, 2024: Enhancements and Bug Fixes
April 5, 2024 Enhancements and Bug Fixes
March 22, 2024: Chatbot, Live Chat
March 8, 2024: Chatbot and Live Chat Enhancements and Bugs
February 23, 2024: Chatbot, Texting, and Live Chat
View all 50