GUIDEcx

GUIDEcx Overview

Our team put together a list of 5 things that helped them through their first month using GUIDEcx! Check it out below!

Getting Started with GUIDEcx: The First 5 Steps

Build unique workspaces for your teams, brands, locations, etc all within one GUIDEcx instance

Workspaces

Learn how to create your own custom email template to match your branding

Custom Email Templates

Rebrand your GUIDEcx experience with updated vanity URLs, custom email domains, and custom branded email templates.

How to Complete Your Rebrand with GUIDEcx

Understanding Service Hours with GUIDEcx Professional Services

Stacey Hatch

Elan Maynez

Chris Haleua

This is your guide to navigating GUIDEcx successfully!

Your Guide to GUIDEcx

The first step to getting started with GUIDEcx

1. Setup Your Account

Learn who needs to be invited to GUIDEcx, what license type they'll need, and how to add them.

2. Team Setup

Learn best practices to setting your company up correctly with white labeling and other settings!

3. Company Setup

4. Template Building

5. Create a Project

Follow this guide to get up and running with GUIDEcx!

GUIDEcx Setup Guide

Users: Admins, Managers, Guides, Task Owners, Contributors, Observers, Customers & Third Parties. Permissions, Access, & what they can do!

GUIDEcx User Access

How to Deactivate/Reactivate users

A quick cheat sheet for Guides - feel free to share this with any new Guides in your organization :)

Guide - User Overview

Learn what different licenses can do and who you should invite to GUIDEcx.

User Management

Meet customers where they're at with different onboarding experiences powered by GUIDEcx.

Your Customer's Onboarding Experience

Interacting with GUIDEcx Through Email Only

Introducing GUIDEcx to Your Customers

Want to know what your customer sees? Follow these steps and wonder no more!

Customer Perspective

Mobile App

Learn how to help your customers contact you via GUIDEcx.

How your customers can contact you

Inviting customers to your Projects increases customer engagement!

How To Add Customers to Projects

Resource Tab Customization in Portal

Customer authentication for project and task access

Email Verification Flow

These articles are designed to help you understand what your customers will see when your customers will experience!

Enable a new look and feel for email templates!

Refreshed Email Templates

Discover how to decrease TTV, increase efficiency and optimize your CX!

Become a GUIDEpro

Here's a little help from us to you to get your team ready for GUIDEcamp!

How do I ask my team to complete Trailhead?

If you have several brands under a parent company you can onboard your customers with different brands!

What are Brands?

Onboarding shouldn't be a process, it should be an experience!

What does it mean to be a "GUIDEcx-Certified" Provider?

Commonly Asked Questions

Ask the Community

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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