Andrez C.

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  • Understanding Summary

    What is it? The Pathlight CI Summary feature provides a high-level overview of a particular conversation, allowing you to read the key points without reading the whole transcript.  How does it wor...

  • Configuring Summary

    To learn more about the Summary feature, click here.  __________________________________________________________________________________ How should I create a Custom Summary? Summaries come out of...

  • Connecting Pathlight to Aircall

    For Pathlight to integrate with Aircall, we adopt the basic authentication method to access the Aircall Public API. Method: Basic Authentication Navigate to your Company's Aircall Settings page. I...

  • Connecting Pathlight to Salesforce

    Pathlight integrates with Salesforce via a read-only API integration. Outside of the schema, Pathlight does not store any Salesforce data. Creating a Headless User (Optional) Some organizations opt...

  • Connecting Pathlight to Zendesk

      Pathlight integrates with Zendesk via a read-only API integration. To connect Pathlight to Zendesk, follow these steps: 1. Login to Pathlight with your credentials:

  • Pathlight Support Guidelines

    Standard Support Standard Support is included with subscription purchase. Standard Support is available during regular Pathlight business hours, as defined in the Business Hours section. How to con...

  • Pathlight Gifts

    Peer recognition is a common practice for reinforcing positive behavior, encouraging better performance, and motivating frontline employees. Creating a process of peer recognition is often a critic...

  • Pathlight Tooltips

    Pathlight has tooltips throughout the web app to provide you with additional context and clarity about how the feature will make it easier for you to understand how you are doing and to improve you...

  • How to grant Viewer access and update visibility into teams/groups

    If you would like to oversee a team, oversee teams within a group, grade QA Scorecards for a team, and create/edit goals for your team/group, then you need to have the Viewer access. Once you have ...

  • Enabling Dark Mode in Pathlight

      If you would like to change how you view Pathlight, we have created the ability to activate Dark Mode! Dark mode will provide a dark background while also creating easy-to-view colors (within cha...