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Knowledge base
FAFSA Simplification Resources
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
Loan Repayment Resources
2
Loan Repayment - Chatbot Updates
Loan Repayment - Texting Templates
Platform Management
Setup
12
Setting Up your Admin Portal Account
Logging Into the Admin Portal
Resetting Your Password
Enabling Notifications and Alerts
User Roles & Permissions
View all 12
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
Chatbot
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
View all 6
Texting (Campaigns)
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
View all 17
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?
View all 58
Live Chat
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
View all 13
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?
View all 24
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
User Guide
6
Navigating the GetAnswers Admin Portal
GetAnswers (Video Portal) Homepage
GetAnswers Embedding
GetAnswers On-Demand Reports
GetAnswers Monthly Reports
View all 6
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?
View all 15
GetCounseling
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?
View all 14
Integrations
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
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
View all 41
Internal Only: AI Conversation Design
AI Overview
0
FAQs
0