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Chatbot training can be completed in just 1 hour through a combination of the articles and videos below.

  1. Watch Video Training Sessions 
    • All users should walk through the brief online training videos at https://chatbot.get-counseling.com.
    • New users will need to create a new separate account to log in to this distinct system.
  2. Attend the live training session
    • Your Client Success Manager will hold a 1-hour live training session via video conference to review the system and the implementation steps below.
  3. Review Admin Permissions (as needed): The admin system is the product's playground, where staff will test, customize and navigate the product.
    • Initial admin system users are collected in the set-up forms. Additional user access can be requested through your Project Manager or your Ocelot Client Success Manager.
    • Each admin system user will have a different level of permissions: Review admin permissions levels 
      • Users who are set up as Permissions Managers (typically your project manager or department lead) will be able adjust user permissions.

Once training is complete: