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How To's

How To's

Setting up SSO

Clear/Voyager AI Videos

How to Search by Case/Call Metadata

How to Find Your Assigned Cases

How to Perform a Review

How to Export Reviews

Review Queue Basics

How to Submit a Support Ticket

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Clear/Voyager AI - Explore - Articles

How to customize the layout of the Call List View

How to perform a quick search in the Call List View

How to search for calls by date in the Call List View

How to apply new filters in the Call List View

How to clear a filter in the Call List View

How to save filters in the Call List View

How to apply saved filters to your call list in the Call List View

How to delete saved filter from the Call List View

How to export the Call List output

How to turn on notifications for high-priority calls

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Clear/Voyager AI - Call Review - Articles

How to Play Back an Audio File

How to Create a Review

How to Assign a Review

How to Acknowledge a Review

How to View a Completed Review

How to view a call's QI score from the Single Case View

How to Manually Annotate an Audio File

How to Create a Review Form

How to create a review template

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Clear/Voyager AI - Call Search - Articles

How to run a query in Call Search

How to add search terms to a query in Call Search

How to delete search terms from a query in Call Search

How to create new queries in Call Search

How to narrow your Call Search Query using filters

How to save a query in Call Search

How to change a query's title in Call Search

How to delete a query in Call Search

How to adjust the time range displayed in the Histogram Visualization

How to adjust the Time range displayed in the Call Search Time Series Visualization

How to optimize call processing time using Call Search

How to evaluate protocol adherence using Call Search

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Engage - Protocol Editor Videos

1. Welcome to the Protocol Editor

2. Basics: Accessing the new menus

3. Protocol Editor: The main menu

4. Protocol Editor: Version history and releases

5. Protocol Editor: Branches

6. Protocol Editor: Nodes and blocks

7. Protocol Editor: Introduction to logic and basic call flow

8. Protocol Editor: Flow value collectors

9. Protocol Editor: Link portal nodes

10. Protocol Editor: Text Editing

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Engage - Protocol Editor Articles

How to Create a New Graph

How to Create a New Branch

How to collect input using Flow Value Collectors

How to change the text displayed in Flow Value Collectors

How to upload new media to the media library

How to embed documents into your protocol flow

How to embed images into your protocol flow

How to Set a Graph as Released

How to Set a Graph as Active

How to Open a Graph/Version for Editing

How to Edit a Previously Released or Active Graph

How to Rename a Graph

How to Export a Graph

How to Import a Graph

How to Delete a Version of a Graph

How to Delete an Entire Graph - All Versions

A guide to designing protocols in Corti: Building a good view node

A guide to designing protocols in Corti: When to create new branches and use components

A guide to designing protocols in Corti: Setting up “automatic documentation” in the Flow-Value-Collector

A guide to designing protocols in Corti: Using logic to control the flow of Triaging

A guide to designing protocols in Corti: Setting the protocol up for a successful integration

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Admin - Articles

How to add new users

How to delete roles

How to edit existing roles

How to add a new role

How to search for users

How to delete a user

How to change user roles

How to change user passwords

How to reset user passwords

How to edit other user's details

How to Set Up a New Password

How to create a team from the Team View

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Clear/Reviews

How to remove a review notification?