Welcome to IrisCX! This 7-day onboarding guide walks you through how to get the most out of your IrisCX Live-Guided experience. Each day covers a key feature or workflow, so you can confidently deliver efficient, app-free remote service.

What This Article Includes:

1. Day 1: Getting Started & Accessing Your Workspace
2. Day 2: Starting a Session
3. Day 3: Expert Tools & In-Session Features
4. Day 4: Understanding the Customer Experience
5. Day 5: Ending a Session & Collecting Feedback
6. Day 6: Reviewing & Sharing Past Sessions
7. Day 7: Best Practices for Session Success

Day 1: Getting Started & Accessing Your Workspace

Welcome to your 7-day onboarding of IrisCX! 🎉

We’re excited to have you on board. IrisCX is a web-based video solution that helps you deliver seamless, remote service without the need for app downloads—for both your team and your customers.

✅ Workspace Access:

1️⃣ Log in to the custom team Workspace provided by your Customer Success Manager and sign-in using the password you created or ****using Single Sign-On.

If you don’t have a login, simply tap the Sign Up button to create a new account

2️⃣ Bookmark Your Workspace on all devices for quick access.

3️⃣ Add IrisCX to your home screen for quick access in the future!