Enhance your Ocelot experience with our live training sessions, designed to engage, empower, and support both new and existing users. Our onboarding team is here to guide you through the essentials, ensuring you make the most of Ocelot's capabilities.
Virtual Assistant (Chatbot) Training - Tuesdays at 1PM ET / 10AM PT
Agenda: 45 minutes
Getting Started (user permissions, ocelot support)
Understanding the AI
Testing & Customizing (best practices)
Navigating the Admin (transcripts, interactions, general library, custom questions, drafts, moderation queue, variables)
Live Assistant & Two-Way Messaging Training - Wednesdays at 1PM ET / 10AM PT
Live Assistant Agenda: 20 minutes
Navigating the Admin
Getting Started as an Agent
Chatting with your Community
Two-Way Messaging Agenda: 25 minutes
Creating Contact Lists & Reusable Numbers
Sending Campaigns & 1:1 Texts (standard & yes/no campaigns)
Managing Your Campaign (inboxes, analytics, opt-outs, transcripts)
- Select this link to register: Live Assistant & Two-Way Messaging Training
New Office Onboarding - Thursdays at 1PM ET / 10AM PT
Agenda: 45 minutes
Navigating the Admin
Understanding the AI
Platform Settings (look & feel, behavior settings, spiders, variables)
Testing & Customizing (question templates, FAQs)
Embedding
Select this link to register: New Office Onboarding
We will sprinkle in handy tips and tricks along the way to ensure you navigate the Ocelot admin seamlessly!
A Q&A session will also be available at the end, where our hosts will answer your questions.
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