Elle Configuration: Setup from Start to Finish

We are excited to set up Elle for you!

Before you start, Shastic will

purchase a phone number in your local area code, that will be your Elle phone number
create an account for your Financial institution on http://elleapp.shastic.com/

Everything else is a simple process and we can help you every step of the way.

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Set up the Email notifications

Tell Elle who needs to be alerted about a message from a prospect.

A notification will alert your staff that a new prospect has just submitted a question. You should configure the notification emails so that the right people at your institution can follow up accordingly.

Make sure to funnel incoming prospects to members of your staff that can follow up quickly after receiving a notification.

All the people that receive notification will get access to the platform automatically.

How to set up email notifications?

Configure the After-hours and Holiday automatic responders

Elle can respond to a prospect after-hours and on holidays for you.

How to set up after-hours and holiday automatic responders?

Put Elle on your website

After you configured Elle, you are ready to release the platform on your website. There is nothing simpler.

The Elle Button is created to help users initialize a conversation with Elle from any page on your website or Loan Application. It is a small piece of JavaScript code that you paste into your web pages.

How to install the Elle Button on your website?