Integration Troubleshooting Template

Use this template to share integration troubleshooting steps with your support organization.

Crafted by
Cynthia Gordon & Lisa Ceccato
Director of CX & CX Specialist
at
Guru
Monday.Com
Guru logo
Crafted by Guru
Get these templatesGet the template

Integrations can help maximize your customer’s success with your product, but what happens when customers run into trouble with their integration? Enable your support team to troubleshoot integrations using this template. Guide them through the step by step process to evaluate the problem and uncover the root cause. Link them to relevant help center articles or third party information. Inform your support agents what the correct process is if the issue cannot be resolved, all through Guru.

"To successfully enable our Support team, our Guru collection is heavily focused on product information. Support agents are often faced with glitching integrations. Having clear instructions for how to troubleshoot these scenarios that include information from the third-party platform has been game changing for our Support team to resolve these issues, fast."

"To successfully enable our Support team, our Guru collection is heavily focused on product information. Support agents are often faced with glitching integrations. Having clear instructions for how to troubleshoot these scenarios that include information from the third-party platform has been game changing for our Support team to resolve these issues, fast."

Integrations can help maximize your customer’s success with your product, but what happens when customers run into trouble with their integration? Enable your support team to troubleshoot integrations using this template. Guide them through the step by step process to evaluate the problem and uncover the root cause. Link them to relevant help center articles or third party information. Inform your support agents what the correct process is if the issue cannot be resolved, all through Guru.

How to use this Card template

Integrations can help maximize your customer’s success with your product, but what happens when customers run into trouble with their integration? Enable your support team to troubleshoot integrations using this template. Guide them through the step by step process to evaluate the problem and uncover the root cause. Link them to relevant help center articles or third party information. Inform your support agents what the correct process is if the issue cannot be resolved, all through Guru.

Integration Troubleshooting Template

Use this template to share integration troubleshooting steps with your support organization.

Crafted by
Cynthia Gordon & Lisa Ceccato
Director of CX & CX Specialist
at
Monday.Com
Guru
Guru logo
Crafted by Guru
Get the template
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A Card is a bite-sized piece of information to help answer your team's questions.
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Crafted by
Cynthia Gordon & Lisa Ceccato
Director of CX & CX Specialist
at
Guru
Monday.Com
Guru logo
Crafted by Guru
Get the templateGet these templates