ROLE-BASED TRAINING

Learn Tautiva, one step at a time.

Start with a day's work, each track contains a sequence of readings, simple examples, and a sign of progress on this device.

Safe training.

Use fictional or approved training data. Do not send messages, create invoices, invite people, or change real customer information while practising.

ROLE-BASED TRAINING

Choose your learning path

Pick the path that matches your role. You do not have to complete every path.

ROLE-BASED LEARNINGCustomer Service (CS)From reading conversations to responding to customers, recording issues, and handing over work between shifts.8 consecutive topicsStart learning ROLE-BASED LEARNINGSales & Business DevelopmentGetting to know customers, creating opportunities, reading pipelines, and ensuring follow-ups are not forgotten.8 consecutive topicsStart learning ROLE-BASED LEARNINGCollection & FinanceManage payment obligations, CSV files, customer matching, and payment proofs without incorrectly concluding payment status.8 consecutive topicsStart learning ROLE-BASED LEARNINGMarketing & CampaignCreating drafts, selecting authorized recipients, checking personalization, and reviewing campaign results.8 consecutive topicsStart learning ROLE-BASED LEARNINGSupervisor & Team LeaderPrioritizing queues, managing agent capacity, monitoring Cases/SLA, and reviewing interventions.8 consecutive topicsStart learning ROLE-BASED LEARNINGOwner & Workspace AdminUnderstanding workspace boundaries, access rights, members, channel connections, and service policy settings.9 consecutive topicsStart learning ROLE-BASED LEARNINGContact Center AgentUnderstanding call queues, assignments, call outcomes, and their connection to customer profiles.7 consecutive topicsStart learning

Distracted?

Start with the incoming guide, recognize the menu, then select a path that suits your task.

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