How to Use Cognigy
Discover how to use Cognigy with this step-by-step guide. Learn key features, practical tips, and best practices to get started quickly.
Step 1: Register Your Account
To get started, visit our homepage and locate the 'Register' button. Upon clicking it, you'll see a registration form. Fill out your name, email address, and create a strong password. Make sure to use a password that combines letters, numbers, and symbols for maximum security. After filling in the form, click 'Submit' to create your account.
Step 2: Verify Your Email
Immediately after registration, check your email for a verification message. It usually takes a few minutes to arrive, but be sure to check your spam or promotions folder if it doesn’t show up in your inbox. In the email, click on the verification link provided. This step is crucial as it confirms that you own the email address used in registration, allowing you to fully access your account.
Step 3: Log In to Your Account
After verifying your email, return to the website. Click the 'Log In' option and enter the email and password you used for registration. If you encounter any issues logging in, ensure that your password is entered correctly. If you've forgotten your password, use the 'Forgot Password' link to reset it.
Step 4: Set Up Your Profile
Once logged in, head to the 'Profile' section located in the user dashboard. Here, you can upload a profile picture, which adds a personal touch to your account. Additionally, update relevant personal information such as your phone number or business details to enhance communication with our services. This step helps us tailor the experience to your preferences and needs.
Step 5: Explore the Dashboard
Take some time to familiarize yourself with the user dashboard. This is your central hub for accessing various features. Look for sections like Analytics, Tools, and Settings. Understanding where everything is located will save you time and help you make the most of our services.
Step 6: Set Your Cookies Preferences
As you navigate the site, a prompt about cookie usage will appear. We use cookies to improve your browsing experience. You can choose to accept cookies for better personalization or decline additional tracking if you're concerned about privacy. Click on 'Cookies Settings' to manage your preferences. Remember, if you opt-out, our system will store a single cookie to remember your choice—not to track your activities across the site.
Step 7: Discover Key Features
Now that your account is set up, it’s time to explore the platform's unique features. Look for the main offerings such as deploying AI Agents in your contact center. By clicking on these features, you can access tutorials and guides that will walk you through how to implement them. Our aim is to help you deliver fast, personalized service to your customers, meeting their expectations and enhancing their experience.
Step 8: Access Help Resources
If you find yourself with questions or need assistance at any point, do not hesitate to seek help. Navigate to the 'Help' or 'Resources' section of the website. Here, you'll find FAQs that address common concerns, comprehensive support articles detailing aspects of platform usage, and contact information for professional support. Our team is dedicated to providing you with the resources you need to succeed on our platform. Don’t hesitate to reach out.