Virtual Assistant Training

Virtual Assistant Training

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

1. Watch Video Training Sessions
   
   

   Watch the Virtual Assistant User Videos for a complete walkthrough on how to use the Virtual Assistant (Chatbot) platform.

   
   

2. Attend the live training session
   • We provide Ocelot Live Training Webinars designed to engage, empower, and support both new and existing users.
     
     
3. Review Admin Permissions (as needed): The admin portal is where staff will test, customize, and navigate the product.
   • Initial admin users are collected in the set-up forms. Additional user access can be requested through your Permissions Manager
   • Once an admin user has been set up by Ocelot. The Permissions Manager can adjust their users permissions as needed. 
   • Each admin user will have a different level of permissions.
     
     

     For information on the user permissions, review the User Roles & Permissions article. 
     
     Permissions Managers, for information on how to adjust user permissions, review the Adjusting User Permission Settings article.

Once training is complete:

• If the virtual assistant is not yet live on your site and still needs to be implemented, review the Virtual Assistant: Getting Started article.
  
• If the virtual assistant has already been implemented and is live on your site, review the Post-Launch: Promote your Service and Post-Launch: Monitoring the Virtual Assistant articles.