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.
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.
Configure the After-hours and Holiday automatic responders
Elle can respond to a prospect after-hours and on holidays for you.
Put Elle on your website
After you configured Elle, you are ready to release the platform on your website. There is nothing simpler.
Now you are ready to go Live!
Elle is ready to accept questions from your prospects. Here are some links to see how the Elle experience looks like from different perspectives.
Financial Institution Experience
Integration with Shastic Bots