---
# System prepended metadata

title: BeeOpen User App

---

BeeOpen User App
===
# Getting Started

![](https://i.imgur.com/RhJWZjJ.png)

# Login and User Accounts
## Find your Workspace

You can search for workspace by typing in the search field the name of the workspace, or name of the owner of the workspace and it will show you the list of all the workspaces of this person among which you will be able to choose.
You can also filter all workspaces by location (country or city)

![](https://i.imgur.com/fqYUocF.png)

## Login to your Workspace
## User Roles
Workspace Admins, Workspace Members, Super Users (acccess all/any workspaces), BeeOpen Agents (access to any workspace, but cannot admin those workspaces)


# Using BeeOpen
In this section we will cover the following topics:
- Workspaces
- Dashboard
- Conversations
  - Via Customers
  - Internal Messaging 
- Tasks
- Users and Teams
- Knowledge Base
- Workspace Editor
- Reports 

## My Account (personal settings)

## Workspace
##### What is a workspace?
Workspaces are, as the name says, work spaces isolated from each other, in a way that changes in one workspace do not affect the work done in the others.

It works as a version of the account. Business can create its own workspace and customize its settings there. Those settings won't affect any other workspaces.  

##### How to search for and select workspaces?
Why the app automatically switches workspaces (during conversations with customers)

### Workspace editor
![](https://i.imgur.com/cgLdYFA.png)


##### My Business
Here you can edit your Business logo, Business address, Business Name and Website. All this information will be seen to your actual and potential customers.

You can also indicate your business hours by clicking/ unclicking the suggested options
![](https://i.imgur.com/rxW3rz1.png)

The options for time becomes active (shown in blue) and if you click on it it will allow to modify the opening and closing hours 
![](https://i.imgur.com/d7rtGHt.png)

##### Quick links & Notes
It allows you to add links you want to have a quick access to.
By clicking on "ADD QUICK LINK" button a new window slides in where you can input details: description of the link, the link itself and and an icon of your choice  and then press the save button.
![](https://i.imgur.com/jc1gU7H.png)

Business Notes allow you to have a list of your notes in one place.
To add a new note just click on ADD NOTE button and you will see a new window sliding in where you can put in the details and save it
![](https://i.imgur.com/eJObsgV.png)

![](https://i.imgur.com/2cK35Bs.png)

You will be advised to add a schedule for the note 
![](https://i.imgur.com/NtqsLaH.png)


##### BeeOpen Live Agent Settings 

It allows you to customize the greeting. If you click on the "edit" button on the left it allows to input your own text 
![](https://i.imgur.com/yaLNVwA.png)


##### Conversation Scripts

You can set various answers for leading questions here
![](https://i.imgur.com/T1jo8M6.png)

Then you can use it when communication with your customers. You can see the prompts - the variety of answers for certain questions, like here
![](https://i.imgur.com/2wdrY3d.png)
You can just drag those ready answers to the chat window and thus quickly answer your custmomer with a ready template

##### Task Types
You can create your own custom task types
![](https://i.imgur.com/fQuIhZJ.png)
If you click "ADD TASK TYPE" it will show the window where you can input details for a new task type
![](https://i.imgur.com/CM5XeHS.png)

You can choose "with service time"

or auto-assigned and choose whom to assign to from the drop-down list of your team members
![](https://i.imgur.com/gQi2dk0.png)


## Dashboard 

When you launch BeeOpen you are presented with a well organized Dashboard which displays your recent conversation activity, your tasks, and your messaging metrics across platforms and in accordance to your subscription plan.

Main page of the Dashboard displays business information of your Workspace, outstanding tasks, recent conversations with customers, Your utilization according to your subscription plan and analytics on conversations by platforms.

It includes a list of featuress which will make your working process smoother and more organized.  

![](https://i.imgur.com/If91NBl.png)
Image 1.1 - the Main dashboard of BeeOpen Application

On the left side of the Panel there's a column with various settings which allow to work with each specific part of the Dashboard. 

## Conversations

submenu 
- search works
- ws area works 
- phone list
- business hours
- each of the setting to describe how you use them and what for 
- quick links
- notes 
- conversation script 
- tags
- knowledge base 
- expired notes etc (why the stuff is not there)
The second tab on the left right below the Dashboard tab refers to CONVERSATIONS
![](https://i.imgur.com/KRXW95l.png)

On the right you can find the list with all your team members as well as all the customers which you have previoulsy had some conversations and added them to your contact list within your Workspace.

There is a search window where you can start typing the contact you're looking for to start a conversation and it will prompt you the relevant contact. 

In the middle section is the place for the conversations you have participated in. It is displayed chronologically. You can choose any of them and open it. You can resume conversation and proceed with it.

Here on the right is the section with user's business information. 
![](https://i.imgur.com/s9i4Pfj.png)
It can be easily managed by a user. 
User can input his business telephone number and it gets active. The call is initiated by pressing on the number.

Beside the telephone number is the place for working business hours. You can manage them and set custmoly your working hours.

If you place the cursor on it it will show a drop down list with info on the working hours: 
![](https://i.imgur.com/9SIBzpc.png)




## Tasks

## Users and Teams

## Customers 

By a Customer of a certain Business we mean a  User who interacts with a business that has its workspace on this platform.
This platform allows Customers to talk to businesses via their Agents.

Once a Customer initiates a conversation with a particular Business on this platform (particular Workspace)this Customer becomes associated with the particular platform he has initiated the conversation from (Twillio, Facebook etc)The relevant platform icon appears beside the Customer.

Once a Customer contacted a business he is added to the list of Customers of this Business. 
This section is on the left side of the screen. (INSERT PICTURE here)
We store Name, Phone Number, e-mail and Platforms associated with this Customer. Customer can be associated with several platforms if he previously communicated with this Business from various platforms.
![](https://i.imgur.com/JiGV9Rg.png)

If you click on certain Customer in you workspace you will the detailed info on this Customer

You can also edit your Customers details.
![](https://i.imgur.com/icJm4aR.png)

There's an option of viewing all the previous conversations with this Customer.
It shows the list of conversatios with the option to select one of them and view the details of that particular conversation with the script.
![](https://i.imgur.com/m9yMNOZ.png)


You can also view the list of tasks associated with this Customer's issues. You can open each of those tasks for more detailed info on each of them.
![](https://i.imgur.com/9CQAEGk.png)


There's an option "New Customer". By clicking on it you can manually fill in the details of your new Custmoer.
![](https://i.imgur.com/rGNY9Sj.png)





## Knowledge Base
>

> In the knowledge base section you can create, store and view all your articles in a convenient table form.
In the knowledge base section you can create, store and view all your articles in a convenient table form
![](https://i.imgur.com/NRn5D6i.png)

You can not only create an article right here but also import a file with article from outside the platform.
File export is also available here by clicking "EXPORT" button

To create a new article just click "ADD NEW ARTICLE" 
![](https://i.imgur.com/DQuOMAt.png)
Here you can input the article details, choose category, status, input the text of the article and click "save"![](https://i.imgur.com/NRn5D6i.png)

You can edit the text of your article. It allows you to apply standard editing tools as well as attach video or photo to the article
![](https://i.imgur.com/9rPP8MY.png)


You can not only create an article right here but also import a file with article from outside the platform.
File export is also available here by clicking "EXPORT" button

To create a new article just click "ADD NEW ARTICLE" 
![](https://i.imgur.com/DQuOMAt.png)
Here you can input the article details, choose category, status, input the text of the article and click "save"

## Notifications

## Workspace Editor (admin level users)

## Reports 

On the report page you can generate various reports and track various key indicators of your  business activity on the platform  




![](https://i.imgur.com/z0lLnuv.png)

![](https://i.imgur.com/ddmiyRu.png)

![](https://i.imgur.com/i7uwTfJ.png)

![](https://i.imgur.com/LIiHnjV.png)





## Billing Plan & Payment  (admin level users)




