Ocelot Support

FAFSA Simplification Resources 4

• FAFSA Simplification - Chatbot Updates
• FAFSA Simplification - Texting Templates
• FAFSA Simplification - Video Library Updates
• Helpful Guide for FAFSA Simplification

Loan Repayment Resources 2

• Loan Repayment - Chatbot Updates
• Loan Repayment - Texting Templates

Setup 12

• Setting Up your Admin Portal Account
• Logging Into the Admin Portal
• Resetting Your Password
• Enabling Notifications and Alerts
• User Roles & Permissions

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Troubleshooting 4

• Generating a HAR File
• How to Perform Websocket Testing
• Gateway Error
• How to do a hard refresh of your browser

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

User Guide 5

• Getting Started
• Navigating the Admin
• Customizing the Knowledge Base
• Launching the Chatbot
• Post-Launch Monitoring

Setup 3

• Chatbot Content Libraries
• Chatbot Office Set-up Form Guide
• Chatbot Avatar Requirements

Scalable Communications Framework - Chatbot 6

• Content Sharing
• Sharing Clarifying Questions
• Multi-bot Chatbot Permissions
• Content Sharing Best Practices/Use Cases
• Multi-bot Transcripts and Interactions

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User Guide 17

• Two-Way Texting Product Overview
• Texting: Getting Started
• Creating Campaign Contact Lists
• Formatting Phone Numbers for Contact Lists/1:1 Texts
• Creating a Campaign

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Setup 3

• Activating Texting in Your Ocelot Admin Platform
• Texting Best Practices
• SFTP for Contact Upload

FAQs 58

• What is the maximum amount of contacts that can be added to a contact list and/or Campaign?
• Can I receive unwanted messages through Campaigns?
• Can I add contacts to a Campaign after it's been launched?
• What happens to the transcript for a conversation that goes from SMS (text) to Chatbot?
• Why should I archive a Campaign?

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User Guide 13

• Live Chat Overview
• Live Chat: Getting Started
• Live Chat Agent: Getting Started
• Engaging in Live Chat Conversations
• Turning your Chat Status to Available

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Setup 2

• Requesting to Go Live with Live Chat
• Live Chat Best Practices

FAQs 24

• Can I log back on after a timeout and pick up a conversation in progress?
• How long are the timeouts?
• How do I attach documents and/or images?
• Does Live Chat support any languages other than English?
• Can I customize my chatbot’s welcome message now that I've launched Live Chat?

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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

User Guide 6

• Navigating the GetAnswers Admin Portal
• GetAnswers (Video Portal) Homepage
• GetAnswers Embedding
• GetAnswers On-Demand Reports
• GetAnswers Monthly Reports

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Setup 3

• GetAnswers AdBanners
• GetAnswers Promotional Ideas and Resources
• Video Portal Logo Requirements

FAQs 15

• 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?

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Setup 3

• GetSAP: Setup Process
• GetSAP Custom Videos
• GetSAP: Reviewing your custom slide content

User Guide 3

• GetCounseling On-Demand Reports
• GetCounseling: Assign a Session
• Managing GetSAP/GetCounseling Admin Users

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?

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Integrations Overview 4

• Adding an Authentication Provider for Live Chat and SIS Integration
• Single Sign-On (SSO) Overview
• Single Sign-On (SSO) FAQ's
• Saleforce Integration Overview

SIS Integrations 5

• 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

TeamDynamix 4

• TeamDynamix Integration Overview
• How Do I Set Up 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 41

• August 9, 2023: User Feedback
• June 30, 2023: Content Generator
• June 2, 2023: Integration Enhancement
• May 19, 2023: Chatbot and Texting Enhancements
• May 5, 2023: Chatbot Enhancements

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AI Overview 0

FAQs 0